Core Platform
Comprehensive guides for Smart Access core capabilities. Learn how to deliver contextual digital guidance, capture behavioral observations, transform SOPs into trackable workflows, and build systematic oversight across frontline operations
Job Functions & Work Areas
Define operational roles and physical zones for targeted oversight. Structure teams, assign capabilities, and manage cross-functional coverage
Standard Operating Procedures
Convert static procedures into dynamic, trackable workflows. Configure step validation, version control, and real-time compliance monitoring
Observations
Capture behavioral insights and coaching interactions systematically. Configure observation types, compliance requirements, and trend analytics
- How to Preview an ObservationLocate and review a job function observation in read-only mode, or start one against an associate for testing.
- How to Review an Observation and Submit FeedbackReview an observation's prompts, guidance, images, and response choices in Smart Access via a test observation, and submit feedback when something needs to be clarified, corrected, or improved.
- Formula configuration guide
Certifications
Manage equipment certifications, safety credentials, and role-based qualifications. Track expiration dates and automate renewal workflows
- Getting Started with CertificationsStarting point for Certifications in Smart Access: what they are, how the certification lifecycle works, who does what, and where to find the step-by-step guides.
- How to Create a Certification in Smart AccessStep-by-step guide to creating and configuring a certification, including tiers, skill-builds, expiration settings, and access controls.
- Tracking & Reporting Certifications in Smart AccessLearn how to use the Certifications report to monitor certification status, identify at-risk associates, and take action across your location or organization.
- How to Perform a Certification in Smart AccessStep-by-step guide to assigning, completing, signing off on, recertifying, and revoking a Certification in Smart Access.
Platform Administration
Best practices, use cases and knowledgebase for organization, project, users and integrations management
- Organization ManagementAdmin guides for managing facilities, user roles, permissions, and hierarchies in Smart Access. Covers setup, structure, and governance practices1 article
- User Management & AdministrationResources for adding users, assigning roles, managing permissions, and maintaining security. Includes onboarding workflows and access control guides2 articles