Site Management

Sites, compliance scanning, risk assessments, contractor onboarding, and evacuations

Site Management covers physical-site workflows: creating sites, compliance rules and scanning, risk assessments, contractor onboarding (including QR flows), and presence / muster / evacuations. Start with the overview, then drill into the sub-guides for scanners, templates, or evacuations. Learner and contractor-facing steps are documented separately so you can share the right link.

Start here

Site Management Overview

How sites, compliance, and contractors fit together.

What are you trying to do?

Sites & compliance rules
Create sites and configure global/per-site rules.
Risk assessments
Templates, assignments, approvals, and reporting.
Packages vs manually creating users
When to use onboarding packages and QR links instead of Manage Users.
Contractor onboarding
Bring contractors onto site with the right checks.
Presence, muster & evacuations
Who is on site and emergency muster.
For learners & contractors
End-user site journeys to share.

Key concepts

Compliance scanner and risk assessments are site-scoped workflows.
Contractor onboarding often uses QR / site entry flows — see contractor guides.
Muster and evacuations depend on presence data for the site.

Related categories

User Management — People and access
Reports — Evidence and exports
Assignments & Groups — Training requirements

All guides

Overview

What Site Management is for, how sites, compliance, risk assessments, and contractors connect

Sites & Compliance

Create sites, configure global and per-site compliance rules, scanners, and run compliance checks

Risk Assessments

Create risk and questionnaire templates, assign them, manage approvals, and use reporting

Contractor Management

Onboarding packages, public enrolment links, and temp-staff accounts for contractors

Contractor Onboarding Packages vs Manually Creating Users

When to use onboarding packages and QR links instead of creating contractor users manually

Presence, Muster & Evacuations

On-site register, muster points, checkout QR, and evacuation roll-call operations

For Learners & Contractors

Public contractor onboarding, completing risk assessments, and compliance passport QR