Knowledge base
New ticket
Forms
11
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Making Forms Inactive
New
Updated
Updated: Friday, 11 July 2025
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Form Reports
Updated: Tuesday, 1 April 2025
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How to Create a Form Template
Updated: Wednesday, 26 June 2024
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How to assign a Form to someone (Scheduler)
Updated: Monday, 18 November 2024
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How to Fill in / Complete your Assigned Forms
Updated: Friday, 21 June 2024
Release Notes
15
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Release Notes - July 2025
New
Updated
Updated: Wednesday, 16 July 2025
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Release Notes May 25
Wednesday, 21 May 2025
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Release Notes Dec 2024
Updated: Monday, 16 December 2024
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Release Notes Nov 2024
Friday, 15 November 2024
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Release Notes Oct 2024
Updated: Thursday, 24 October 2024
Health & Safety
17
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How to add your companies' Safety Approach in Engage
Wednesday, 21 May 2025
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How to Close an Incident
Updated: Thursday, 12 December 2024
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What are the 5 Whys and how do I add these to my incident investigation?
Updated: Tuesday, 10 December 2024
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How to Re-Open an Incident
Updated: Wednesday, 25 September 2024
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Incident Notifications
Updated: Monday, 8 July 2024
Mobile App
15
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QR Codes in Engage
Updated: Thursday, 15 May 2025
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How to Log In and Out of the Engage App
Updated: Wednesday, 22 January 2025
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How to update Emergency Contacts on the Engage App
Updated: Wednesday, 22 January 2025
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How to Approve/Decline Expense Claims on the Engage App
Updated: Monday, 20 January 2025
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How to submit an Expense Claim on the Engage App
Updated: Monday, 20 January 2025
Contractors (Additional Module)
3
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How to Complete a Prequalification
Updated: Monday, 14 April 2025
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How to create a new Prequalification Template
Updated: Monday, 14 April 2025
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How to Connect with a new Contractor
Updated: Monday, 14 April 2025
Training
10
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Where do Training Renewal Dates pull from?
Updated: Friday, 4 April 2025
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How to add Training Information against an Individual Employee
Updated: Friday, 3 May 2024
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Bulk-Marking Training as Complete
Updated: Friday, 3 May 2024
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Induction Courses
Thursday, 21 March 2024
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"Other" Training Courses
Updated: Tuesday, 20 February 2024
Set Up
22
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How to switch on/off Emergency Contact reminder emails
Tuesday, 1 April 2025
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Areas and Sections
Updated: Tuesday, 9 July 2024
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Policy Tracking Report
Friday, 21 June 2024
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Where to Start...
Updated: Friday, 3 May 2024
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Multiple Companies in Engage (Organizations)
Updated: Tuesday, 9 April 2024
Employees
14
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When an Employee Leaves
Updated: Thursday, 20 March 2025
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Changing your Engage Profile Picture
Tuesday, 30 July 2024
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Creating / Activating / Editing Employees
Updated: Tuesday, 7 May 2024
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Replacing Managers (Direct Reports)
Updated: Thursday, 20 March 2025
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Booking a Training Course / Health Check
Updated: Friday, 3 May 2024
Reporting
7
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Actions Summary
Tuesday, 3 December 2024
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How to use the Report Builder Filters
Updated: Thursday, 11 April 2024
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Activity Overview
Updated: Monday, 9 December 2024
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Quick Reports
Updated: Wednesday, 18 September 2024
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Report Builder
Updated: Thursday, 9 December 2021
Uniforms
10
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Creating Uniform Products
Updated: Wednesday, 4 September 2024
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Product Groups
Updated: Wednesday, 4 September 2024
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How to make changes to your Uniform
Wednesday, 8 May 2024
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Setting up Uniform Approval Processes
Thursday, 11 April 2024
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Approving Uniform Product Requests
Updated: Wednesday, 14 February 2024
General
15
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Key NZ Workplace H&S Contacts
Updated: Friday, 2 August 2024
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Helplines and Support
Friday, 2 August 2024
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How to use the Calendar Filters
Updated: Friday, 21 June 2024
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How to support us with a Review
Friday, 3 May 2024
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Custom Alerts
Updated: Monday, 17 February 2025
Creative Ways to use Engage
13
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Shared Accounts for Different Tasks
Updated: Thursday, 18 July 2024
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Tips & Tricks
Updated: Monday, 24 June 2024
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Custom Form Ideas
Updated: Monday, 16 September 2024
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Incident Reports for Remembering Details
Updated: Wednesday, 19 June 2024
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Taking your Training Records 'To Go'
Updated: Wednesday, 19 June 2024
Authorities
11
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Authority Report
Updated: Monday, 8 July 2024
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Branch Level Contacts
Updated: Friday, 3 May 2024
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Company Level Contacts
Tuesday, 9 April 2024
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'Asset' Authorities
Updated: Monday, 8 April 2024
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'Health and Safety Meeting' Authorities
Updated: Wednesday, 9 April 2025
Login Information
6
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How to Change your Password after you have logged in to Engage
Updated: Tuesday, 25 June 2024
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reCAPTCHA
Updated: Thursday, 11 April 2024
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How do I log in to Engage?
Updated: Friday, 14 June 2024
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Kiosk Users
Updated: Thursday, 11 April 2024
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Single Sign-On (SSO)
Updated: Thursday, 11 April 2024
Additional Modules
9
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Expense Claim Approvers
Updated: Wednesday, 19 June 2024
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Quality Assurance Module
Monday, 12 February 2024
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Hazardous Substances
Updated: Monday, 26 February 2024
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TimeClock
Updated: Monday, 11 September 2023
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Temporary Employees
Updated: Tuesday, 20 February 2024
Assets
6
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Asset Attributes
Tuesday, 21 May 2024
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Linking Assets to other areas of Engage
Updated: Thursday, 22 February 2024
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Scheduled Maintenance
Updated: Wednesday, 4 October 2023
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Reactive Maintenance
Wednesday, 4 October 2023
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Meter-Based Maintenance
Monday, 11 September 2023
Leave
5
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Amending 'Leave Section Text'
Tuesday, 9 April 2024
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Uploading/Configuring Leave Balances
Tuesday, 20 February 2024
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Extended Periods of Leave
Updated: Wednesday, 20 December 2023
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Leave
Updated: Wednesday, 20 December 2023
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Managing Employee Leave Requests
Updated: Tuesday, 20 February 2024
Integration
1
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SCIM (AAD) Integration
Updated: Friday, 6 October 2023 aad azure integration scim