Salus Desktop Help Docs

• Linking Company Orientations to Site Orientations
• Company Orientations
• Site Orientations on Mobile
• How to Create an Orientation QR Code
• Site Orientations on Desktop
• Orientations Overview

• Procore Integration Configuration Update

An overview of our AI features including Rosie, your AI Assistant.

• Meet Rosie
• Use Rosie: Getting Started
• Who Can Access Rosie
• Rosie Prompt Library - Getting the most out of the AI Admin & Risk assistant
• AI Features Overview
• Creating Documents with AI
• See all 9 articles

• SALUS LMS - Getting Started

• QR Code Overview

• How to Use Custom Email Templates and Conditional Triggers in Webhooks
• Webhooks
• Set up site auto-emails

• Dashboards Overview

• Understanding the Site Creator, Join, and Invite System in Salus
• Site Tags
• Sites Overview
• Desktop Sites Interface
• Individual Site overview
• Create a Site
• See all 8 articles

Overview The Workers section of the Salus platform provides a centralized way to track, manage, and update user profiles. Functions You can manually add workers by submitting their details, invite them to register via email or SMS, update profile information, deactivate users to move them to the Deactivated tab, and restore access by reactivating them.

• Roles and Permission Levels
• Workers overview
• Desktop Workers Interface
• Worker Interactions With The Platform
• Add a worker
• Site Worker Status (Check-in and Check-out)
• See all 8 articles

• Manage Subcontractors - Best Practices
• How to Submit Forms to Salus by Email
• Understanding Form Libraries Across Multiple Companies
• Archiving/Removing Subcontractor from Site.
• Share forms with your Subcontractors
• Viewing & Managing Subcontractor Workers
• See all 9 articles

• Documents Shared Link
• Desktop Documents Interface
• Documents Overview
• Manage documents and folders in the library (Desktop)
• Sign Documents (Desktop)

• In Form Action Flags
• Start a form (desktop)
• Forms overview - Desktop
• Form Builder Overview
• Form Builder - Form Inputs
• Form Builder - Selects Tab Fields
• See all 29 articles

• Shared Links for Certificates
• Certificates Overview
• Certificates Overview (Desktop)
• Certificate Approvals
• Certificate FAQ's
• Create certificate types

• Actions Overview Web
• How to create and manage Action Items
• Manage Actions
• Create and Send a New Action

• Compliance Overview
• Compliance Module Types

• Asset reminders
• Asset Maintenance Cases
• Assets overview
• Desktop Assets Interface
• Create an Asset Profile

• Incidents Overview

How to download forms, certificates, and Documents

• Exporting Forms, Documents, and Certificates