Say where your home keeps each record

1. In the menu, open Settings, then Where things live.
2. Open an area, such as Staff, and tap Elsewhere beside a record your home keeps in another system or on paper.
3. Choose where it’s kept, or Add a system and type its name. Add who to ask and how to see it if you like, then tap Save.
4. To set a group at once, use a shortcut at the top, such as Our training is in, then tap Set and Set them.
5. To bring a record back, tap Here beside it, then Keep it here.

When it’s done

The record shows where it’s kept, and its checks ask you to look there.

If it doesn’t work

• A record isn’t listed: the risk register, Rooms and areas and a few others always stay here, because the checks run from them.
• The system’s name is wrong: rename it under Your systems, and every record kept there changes with it.
• You can’t open Settings: only the Owner and Managers can.