Runwell

Using Runwell 

Did you know that Runwell gathers all your tasks — across all locations — in My Tasks?

How My Tasks Works

My Tasks

In Runwell, we’ve gathered all courses and documentation required of you across all the locations where you work.

How to Take a Course

My Training

An information channel lets you broadcast to everyone without chatter.

Set Up an Information Channel

Pin important chats so you can find them easily.

Pin a Chat to the Top

You can adjust notifications per chat to avoid alerts or stay updated.

Change Notifications in Chat

See who has seen your messages and who hasn’t.

See Who Has (or Hasn’t) Seen

Find out who has reacted and who hasn’t.

See Who Has (or Hasn’t) Reacted

Change a chat’s name and emoji whenever you need.

Change the Chat Name

Send a direct message to anyone in your organisation easily.

Send a Direct Message

Delete a chat when you no longer need it.

Delete a Chat

Switch between a regular group chat and an information channel.

Switch Between Group Chat and Information Channel

Edit your chat messages after sending if needed.

Edit a Chat Message

Delete a message if you regret it, others won’t see its content.

Delete a Chat Message

Reply to specific messages and keep conversations clear.

Reply to a Chat Message

React to a chat message with any emoji; double click for thumbs up.

React to a Chat Message

Remove members from group or smart chats as an administrator.

Remove a Chat Member

Chat

Tasks in Runwell help leaders structure daily work, manage routines and follow up their teams.

Quick overview: Tasks

Learn how to create a task, choose its type and assign it to staff.

How to Create a Task?

Add a sub‑task by duplicating an existing task or creating or moving one to the right group.

Add a New Sub‑Task

Pause a task temporarily, e.g., when equipment isn’t in use.

Pause a Task

Receive an alert if a task value is outside range or someone adds a note.

Get Notified When a Task Has a Deviation

Tasks

Use the calendar to plan events, invite staff and systematically document HSE activities.

How to Use the Calendar

Calendar

Feedback is a powerful tool; encourage staff to report issues so you can track and handle them.

How to Use the Feedback Module

Feedback

Team

This explains how to invite one or more employees to Runwell.

Add a New Employee

The Team overview gives you full control of your staff and invites.

Team overview

Quickly import employee data from Planday into Runwell.

Import from Planday

Key roles are vital for training and responsibilities; here’s how to assign one.

Assign a Key Role

Set up a new key role to link responsibilities, tasks and training.

Create a Key Role

You can change the name, emoji and description of a key role.

Edit a Key Role

Remove someone from a key role without replacing them.

Remove a Person from a Key Role

Key roles keep your organisation structured; here’s how to assign and create them.

How to Add Key Roles

The Compliance module gathers your HSE plan, procedures, laws, data sheets, risk assessments and inspections in one place.

Quick overview: Compliance Module

Here you can see relevant laws and regulations and attach them to your procedures.

How the Laws and Regulations Module Works

Compliance

Create an HSE plan in Runwell: set goals, make a calendar, do risk analyses and track training.

HSE Plan

Build your own HSE plan, set goals and schedule HSE activities.

How to Use the HSE Plan

Use procedures to link courses, tasks, documents and rules in a single workflow.

Procedures

Add, preview and manage procedures and their modules.

How to Use Procedures in Runwell

Assign courses through a procedure to track who has been trained.

Assign Training in Procedures

Assign key roles within a procedure for complete control.

Assign Key Roles in Procedures

Upload licences and key documents to procedures so you’re ready for inspections.

Upload Permits and Other Key Documents in Procedures

Add third‑party providers to procedures to keep track of agreements and reports.

Add Suppliers in Procedures

Make sure tasks and routines in procedures reflect reality and can be paused or moved.

Adjust Your Routines in Procedures

Most laws are provided, but you must add local regulations yourself.

Add Laws and Rules to Procedures

Conduct a yearly survey with those involved to assess and improve each procedure.

Map the Need for the Procedure

See an overview of relevant laws and link them to your procedures.

Laws and Regulations

Store important documents in the Key Documents module for full control.

How to Add Key Documents

Delete an upload folder you don’t need; you can restore it later.

Remove an Upload Folder

We offer templates for internal control—contact us to access them.

Templates for Food Safety and Alcohol Licensing

Change the name, emoji or description of a document folder.

Edit an Upload Folder

Key Documents

Use the Data Sheets module to upload documentation that doesn’t fit elsewhere.

Data Sheets

Upload manuals and other documents that don’t belong in other modules.

How to Use Data Sheets

Learn why risk assessments are essential and how to create them in Runwell.

Risk Assessments

The control button gives inspectors quick access to your documentation—here’s how to prepare it.

Set Up the Control Button for Your Next Inspection

Inspections

See available courses, view training status and find out who has completed which course.

Course Module

Upload and manage certificates and other personal documentation for your staff.

Personal Documentation

Upload certificates and other documents for employees who can’t do it themselves.

Upload Personal Documentation on Behalf of Others

Learn how to navigate the course module and see who has completed each course.

How Does the Course Module Work?

Assign courses or documentation to all staff with the same job title.

Assign Courses to a Job Title

Assign training through a procedure so it’s tied to a specific workflow.

Assign Courses via a Procedure

Set training requirements for specific key roles.

Assign Courses via a Key Role

See which procedures, job titles and key roles a course is linked to.

Overview of Course Details

Runwell can help you create bespoke courses for your business.

Create Your Own Courses

Training

Manage service providers in Runwell, upload agreements and track expiry dates.

Quick overview: Service Providers

How to: Service Providers

Create and manage supplier categories tailored to your business.

Add a New Supplier Category

Service Providers

How to add company information in the internal control 💼

Change categories in risk assessments and Feedback 💼

How to change between different access levels

How to navigate in Runwell

Settings

How to: customize job titles

Job Titles 🧑‍🔧

Log in

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Runwell.com

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