Barbour Customer Site Upgrade August 2020 Lo Log in into your ac - - PowerPoint PPT Presentation

Barbour Customer Site Upgrade August 2020

Login into your account through

• ur homepage.

Lo Log in into your ac account

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Click “Barbour legal registers & curated lists”. Barb arbour Leg Legal l Regis isters

We have redesigned our legal registers as result of feedback from our customers. Barb arbour Le Legal l Regis isters

Explore Health & Safety or Environment legislation by topic or industry. Se Search for le legis isla lation

You can explore each topic by UK countries to find specific legislation you need. So Sort by y Cou

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Select the legislation you need and save this to your documents. Sa Save im important documents

Save your documents in folders and begin to build your bespoke legal register. Sa Save im important documents

You can save other guides and technical documents to your legal register from the document library. Sa Save im important documents

View your legal registers by clicking “My documents and legal registers”. Vie iew your le legal l register

Open your folders with ease by clicking the “+” sign. You can close this folder by then clicking the “-” sign. Open your fold lders wit ith ease ase

When naming your legal registers it is important to make it relevant and include your initials on the end when sharing your folders with other users to ensure they know who created it. If you need to rename your folder, you can do this by clicking “More” and then clicking “Rename folder”. Na Namin ing an and sh sharin ing your fold

• lders

You can share your folder with members of your team by clicking “More” and then clicking “Privacy settings”. Na Namin ing an and sh sharin ing your fold

• lders

Define the level of access you want to give each member of your team. They can either “View”, “View & add comments” or “Edit” the folder. Once you have finished, click “Update settings” to finalise the changes. Na Namin ing an and sh sharin ing your fold

• lders

Create your RAG report by opening up your folders that contain the legislation you want to colour code. Create your RA RAG report

Set the status of each piece of legislation using our RAG report colours, depending on if you are compliant, partially compliant or not compliant. These can be changed at any time. Other guides and technical documents can be saved as Blue to differentiate between legislation and other content. Create your RA RAG report

Add comments to explain how you are complying to legislation, what piece of legislation you need to comply with and who is responsible for this. Add comments to le legis isla lation

New and updated documents will be found at the top of the page. Fin Find new an and updated documents

For updated documents that are not relevant to you, we advise creating a “Zero Requirements” folder and moving documents here. Move updated le legis isla lation

You can move updated documents to other folders as well. Our system will highlight the folder in green where you need to move it to. Move updated le legis isla lation

You can download your legal register here. If you ever need to rename the register click “More”. From here you can also “Delete” the register, or view the “Privacy Settings”. Do Download your le legal register

When you download your documents, you will have the status and comments of each document. Do Download your le legal register

To ensure you receive email updates, go to “My account” and then click “Account details”. Receiv ive email il updates

You will receive automatic email updates when legislation documents have been updated. Check your email address is correct and you leave the box unticked regarding receiving Barbour News Letters to ensure you get all updates. Once done click “Save”. Receiv ive email il updates