General Settings

7

• Add users to your account
• Create Custom User Access Profiles
• Grant user access to NeXafe
• Create and modify Management Groups
• Manage users and equipment in groups
• Customize reports, table filters and headers
• Create notifications with integrated reports

Passports

10

• Create a worker Passport
• Add a contractor passport to your list
• Add an equipment to your list
• Create items to track in passports
• Add documents and dates to passport items
• Add a non-required item to a Passport
• Create, modify, or delete a requirement list
• Assign Requirements to Passports
• Manage contractor compliance by project
• Validate and approve documents

Our Compliance

9

• Update your company profile information
• Accept an invitation from a client
• Add a document not yet requested by a client
• Add a document requested by a client
• Invite a new client to collaborate on NeXafe
• See examples of key required documents
• Reply when a document is rejected by a client
• Cancel a collaboration with a client
• Update an expired document

Events, Forms & tasks

6

• Create a task
• Create an event template
• Create, publish, or delete Form
• Generate an automated task to update a worker passport requirement that will expire
• Designing and editing forms
• Manage task notifications

Documentation

1

• Add a document

My Passport

1

• Update Your Documents