Account Owner? Start here.
All apps like ours, which are effectively a blank canvas before user content is added, can be a little daunting to get started with. In this article, we will help you create and complete your first checklist, add equipment, and invite your employees.
Step 1: Download the app
With Risk Memo, checklists are started from a template which is created on our desktop app, and then selected and completed from our Android or iOS mobile apps, here's the download links:
Step 2: Complete a Checklist
When you signed up we added a PPE Inspection Template to your account, which you will see on the first screen you come to after logging in to the app.
You can either dive right in and experiment with this template, or we've created an article on how it can be used here: https://risk-memo.helpscoutdocs.com/article/17-ppe-inspection.
We've also added one example item of equipment to your account so you have something to attach to the checklist.
Step 3: Invite your team
Team member accounts on Risk Memo are free so there's no barrier to having your entire team on board.
Adding team members is easy, simply invite them to join your account by sending them an invitation, which you can do from here: https://app.riskmemo.com/people/invitations
Step 4: Send us your equipment records
If you have equipment records stored in an excel spreadsheet, send it to us and we'll upload it for you.
For other tips on how to edit, search and segment your equipment data, here's some useful help docs: https://risk-memo.helpscoutdocs.com/category/9-equipment
Finally, if you need any help or advice, please feel free to contact us via the chat widget in the app, or email firstname.lastname@example.org