Scene 1: How to use Veridian IMS Welcome to Veridian IMS. This video shows how to access the system, choose the right portal, navigate the main modules, use controlled documents, complete registers and audits, and work across the Quality, Environmental, Safety and Integrated Management System products. Scene 2: Start from the landing page Start from the landing page. This is where customers review the products, compare tiers, and activate a demo subscription. In the final SaaS version, the same access model will be enforced through authentication, subscription records and tenant permissions. Scene 3: Understand the subscription tiers Access depends on the customer subscription. Tier one provides one standalone portal. Tier two provides one combined management system. Tier three provides the full IMS product with quality, safety, environment and integrated governance. Scene 4: Open the correct portal After login, choose the portal that matches the subscription and the management system being operated. Each portal uses the same workflow pattern, but the registers, documents, clauses and forms are tailored to the relevant standard. Scene 5: Use the dashboard as your daily control centre The dashboard is the daily control centre. It shows open nonconformances, corrective actions, complaints, calibration issues, training alerts and urgent items requiring management attention. Scene 6: Switch visual modes when needed Each portal now includes a theme button in the header. Veridian Mode gives the premium commercial interface. Original Mode returns to the lighter working style. The choice changes only the visual presentation; it does not alter records, documents or audit data. Scene 7: Navigate with the left menu Use the left menu to move through the system. The navigation is grouped by purpose: overview, ISO guidance, tools, actions and reporting, administration and live registers. This keeps the portal usable even as more standards and workflows are added. Scene 8: Use the ISO guide and clause picker The ISO guide explains what each standard requires in practical terms. The clause picker helps users move through clauses four to ten and understand how the portal maps requirements to documents, registers and evidence. Scene 9: Open the document library The document library gives users access to the controlled document set. The secure document repository is the source of truth, while the portal keeps the document register, forms and report outputs connected to the working system. Scene 10: Use clause mapping for audit evidence Clause mapping is designed for audit readiness. It shows where each standard requirement is supported by documents, registers, forms or operational records. For combined and IMS products, standard tags remain visible so auditors can trace evidence separately. Scene 11: Run internal audits online The audit checklist is interactive. Select the standard, complete each clause question, grade the result, record evidence notes, attach supporting documents and export the audit report for review and closeout. Scene 12: Create findings and close actions When an issue is found, raise a nonconformance or corrective action. Record the source, root cause, owner, due date and action plan. Actions should only be closed when the correction has been verified and evidence is available. Scene 13: Use live registers as working records Live registers replace disconnected spreadsheets. Users can add, edit, filter and export records, then use that live data as evidence during audits, management review and operational meetings. Scene 14: Quality portal workflow The ISO 9001 portal focuses on quality management. It supports customer requirements, supplier control, nonconforming outputs, corrective action, calibration, training, document control and, where relevant, welding inspection and test planning. Scene 15: Environmental portal workflow The ISO 14001 portal focuses on environmental management. Use it to manage aspects and impacts, compliance obligations, waste, chemicals, monitoring, environmental incidents and emergency preparedness. Scene 16: Safety portal workflow The ISO 45001 portal focuses on safety management. It supports hazard reporting, incident management, risk assessments, SWMS documents, consultation, competency and safety corrective actions. Scene 17: Build SWMS documents for site work The SWMS builder supports high-risk construction work. Start with a base construction template, choose relevant disciplines, edit hazards and controls, use the five-by-five risk matrix and export the finished document in Word or Excel format. Scene 18: Use the 5 x 5 risk matrix The five-by-five matrix helps users assess risk before and after controls. Record the initial rating, apply controls using the hierarchy of control, then calculate the residual risk and link the result back to SWMS, actions and registers. Scene 19: Use Welding ITP when ISO 9001 is included Where ISO 9001 is part of the subscription, the welding ITP can be used for fabrication and inspection control. Create a new ITP for each project or item, edit the inspection steps and export the record for quality evidence. Scene 20: Generate reports and exports Reports turn live records into usable evidence. Users can generate audit reports, register workbooks, corrective action summaries and management review information in formats that can be shared with managers, auditors and project teams. Scene 21: Use email and notifications The Email Centre and notification settings help users communicate action requirements. Reminders can be prepared for owners, overdue items can be escalated and managers can keep visibility across the system. Scene 22: Manage tenants and users Administration pages manage tenants, users, roles and notification settings. In the standalone version this is a working prototype. In the SaaS version, this will connect to authentication, role-based permissions and tenant isolation. Scene 23: Combined and IMS portals Combined and IMS portals reduce duplication by sharing workflows such as document control, audits, corrective actions, management review and reporting. At the same time, standard-specific evidence remains traceable for quality, environment and safety audits. Scene 24: Recommended daily rhythm For best results, use Veridian IMS as a live operating system. Check the dashboard weekly, close overdue actions, update registers as work happens, review documents before expiry and complete internal audits before external audits. Scene 25: Where to get help If users need help, start with the FAQ section. It links to this help video pack and provides guidance on documents, standards, audits, registers and portal use. The aim is to keep teams confident, consistent and audit ready.