How to

Set up your first workspace

1. Open Settings and check the workspace name and basic details.
2. Confirm the right people have admin access.
3. Keep the setup simple until the first site, checkpoints, and checks are working.

Create your first site

1. Open Sites.
2. Add the site name, code, and location details.
3. Set the checkpoint allowance if this site has a limit.
4. Save the site and confirm it appears in the site list.

Create your first checkpoint

1. Open Checkpoints.
2. Choose the site the checkpoint belongs to.
3. Add a clear checkpoint name such as Reception, Main Washrooms, Kitchen, Coffee Point, or Meeting Room.
4. Attach a checklist if one is ready, or leave it blank and add one later.
5. Save the checkpoint and confirm it appears in the list.

Create a checklist

1. Open Checklists.
2. Use starter checklists if you want a quick base.
3. Create or edit a checklist.
4. Add short pass/fail items that match the standard you want to maintain.
5. Keep the checklist short enough for mobile use while walking a site.

Attach a checklist to a checkpoint

1. Open Checkpoints.
2. Find the checkpoint.
3. Choose the checklist from the checklist field.
4. Save the checkpoint.
5. Start a check to confirm the right questions appear.

Print a QR label

1. Open Checkpoints.
2. Find the checkpoint row.
3. Select Print QR.
4. Print the label and place it where the team will scan it.
5. Scan it once yourself to confirm it opens the right check.

Programme an NFC tag

1. NFC tags must be purchased separately — NTAG213 stickers are recommended.
2. Open Checkpoints and find the NFC / QR ID for the checkpoint you want to tag.
3. Your checkpoint URL is https://www.pulss.cloud/nfc/ followed by that ID.
4. Use the NFC Tools app (free on iPhone and Android) to write that URL to the tag.
5. Hold the phone near the tag, tap Write, and confirm the write succeeded.
6. Test the tag by tapping it with a different device or after closing the app.

Schedule recurring checks

1. Open Schedules.
2. Choose the site, checkpoint, checklist, and assigned person if needed.
3. Choose the repeat pattern: one-off, daily, weekdays, weekly, monthly, or custom.
4. Set the due time or time window.
5. Save the schedule and check it appears on the dashboard when due.

Complete a check

1. Open Dashboard, Checks, or scan the QR/NFC checkpoint.
2. Select Start check.
3. Tap Pass or Fail once for each item.
4. Add a note or photo after a fail if useful.
5. Finish the check.
6. Open Check history to confirm the completed check is saved.

Raise and assign an issue

1. Open Issues or create an issue from a failed check.
2. Add a clear issue title, site, priority, and due date if needed.
3. Assign the issue to the right person now or leave it unassigned and assign it later.
4. Update the issue status as work moves forward.
5. Mark it resolved when complete.

Download a report

1. Open Reports.
2. Choose the date range.
3. Review completed checks, results, issues, and problem areas.
4. Use Download PDF or Download CSV.
5. Share the report with leadership, clients, or the team.

Invite team members

1. Open Team.
2. Select the workspace first.
3. Enter the team member name and email.
4. Choose permissions and site access.
5. Send the invite.

Restart the guided tutorial

1. Select the question mark in the top bar.
2. Use Next and Back to move through setup.
3. Open the linked section when you want to try that step.
4. Select Finish when you are done.

Still need help? Contact us.

How-To Guides — PULSS Help Centre | PULSS