Platform Features

Use this page as the master contents list for Fisher Portal. It shows what each module does, who normally uses it, and which guide explains the work step by step.

At a Glance

Module	What it helps you do	Main users	Step-by-step guide
Dashboard and readiness	See current activity, overdue work, pending approvals and readiness trends	All signed-in users	Dashboard and readiness
Standards and clauses	Enable ISO, British Standard and SIA standards; assess each clause; plan reviews; export status	FSC Staff, Super Admin	Standards and clauses
Audits and findings	Plan audits, record findings and connect issues to a standard or clause	FSC Staff, Super Admin	Managing audits
Compliance actions	Assign corrective work, due dates and owners; complete or reopen actions	FSC Staff, Super Admin	Compliance actions
Evidence register	Link portal documents or external sources to compliance clauses and track verification	FSC Staff, Super Admin	Evidence management
Registers	Build structured operational registers with custom fields	Client Admin, Super Admin	Managing registers
Register entries and approvals	Add records, filter data, use saved views, comment, approve and export	Client Staff, Client Admin, Super Admin	Register entries and workflow
Documents	Organise controlled files and folders, view details and download current copies	Client Staff, Client Admin, Super Admin	Managing documents
SharePoint libraries	Connect Microsoft SharePoint, create library sources and synchronise files	Client Admin, Super Admin	SharePoint integration
News, FAQs, HR, events and countdowns	Keep staff informed with published guidance, dates and deadlines	Client Staff, Client Admin, Super Admin	News and portal content
Spaces, pages and departments	Build and publish structured internal pages and department hubs	Client Admin, Super Admin	Page builder
Users and roles	Add staff, assign client access and control what people can manage	Client Admin, Super Admin	Managing users
Clients and templates	Set up organisations and deploy the correct register and document packs	Super Admin	Managing clients and template management
Branding	Apply the organisation’s logo, colour and portal presentation	Client Admin, Super Admin	Client branding
Search and saved searches	Search across operational content and keep useful searches for later	All signed-in users	Search and saved searches
Notifications and preferences	Follow workflow alerts, clear completed notifications and choose light or dark mode	All signed-in users	Notifications and profile settings
Support tools	Enter a client context or temporarily view the portal as another user	Super Admin	Platform overview and impersonation

Compliance Management

Fisher Portal brings the main compliance records together. A standard contains clauses. Clauses can have an implementation status, a red/amber/green position, evidence, a next review date and corrective actions. Audits then provide a formal review route and can produce findings and follow-up work.

Compliance Standards screen showing enabled standards and the control for enabling another standard — **Standards in scope**
See which ISO, British Standard and SIA requirements are enabled for the client.

Clause-level control
Update progress, RAG position, evidence coverage and the next review date.

Compliance action plan showing current actions, owners, due dates and status — **Corrective work**
Turn gaps and findings into owned actions with clear due dates.

The normal compliance cycle is:

Enable the standards that are in scope.
Review each clause and record the current implementation and RAG status.
Link evidence from portal libraries or an approved external source.
Schedule or complete an audit.
Record findings and create corrective actions.
Review overdue work from the readiness dashboard.

Open the compliance module overview →

Registers and Operational Records

Registers turn recurring compliance work into structured records. Each register can use its own field layout, including text, dates, numbers, choices, files and user fields. Entries move through Draft, Submitted, Approved and Rejected states.

Annotated register screen showing fields, entry records and register controls — **Flexible register structure**
Build the fields needed for incidents, checks, training, equipment or any other operational record.

New register entry form showing the fields a staff member completes — **Consistent data capture**
Staff complete a clear form based on the register’s field setup.

Annotated submitted register entry showing approval, rejection and comment controls — **Review and approval**
Administrators can review submitted records, comment and make an approval decision.

Open the Client Admin register workflow →

Documents and SharePoint

The portal supports two connected document experiences:

Documents holds portal-managed files and folders, including deployed templates and controlled company documents.
Libraries provides a browsable view of configured document sources, including SharePoint-connected libraries.

Document library showing the top-level compliance folders available to staff — **Controlled documents**
Keep policies, procedures, forms and records in an organised folder structure.

SharePoint libraries screen showing the connected document sources — **Connected libraries**
Bring approved SharePoint content into the same portal navigation.

SharePoint library detail screen showing synchronisation controls and library information — **Visible synchronisation state**
Check a source, run a sync and review the library before staff browse it.

Open the document guide → · Open the SharePoint guide →

Communications and Internal Pages

Client Admins can publish news, FAQs, events, countdowns and HR resources. Spaces, pages, page templates and department pages provide a richer internal site for guidance, useful links and team information.

News management screen showing published organisation updates — **Company updates**
Publish news and guidance for the organisation.

Events screen showing scheduled organisation and compliance events — **Important dates**
Share audits, reviews, training and operational events.

Page Builder space showing the pages available inside an internal content area — **Structured internal pages**
Group published pages into clear staff spaces and department hubs.

Open the content management guide → · Open the page builder guide →

Platform and Client Administration

Super Admins manage the whole service. They can create client organisations, deploy template packs, manage platform users, switch into a client context and use impersonation for controlled support. Client Admins manage day-to-day settings inside their own organisation.

Platform clients list showing organisations and their current portal setup — **Multi-client oversight**
Open each organisation and review its users, registers, documents and setup.

Annotated template deployment screen showing document and register selections — **Repeatable onboarding**
Deploy the right register and document templates for each client.

Organisation branding
Preview the client experience before applying visual changes.

Everyday Tools

Search covers registers, entries, documents, connected library items, news, FAQs, events, HR pages, countdowns and notifications. The results remain limited to information the signed-in user is allowed to see.

Notifications highlight activity that needs attention. Theme and account preferences follow the user between visits.

Open search and saved searches → · Open notifications →

Choose Your Guide

Client walkthroughFollow the recommended order for a first Client Admin or Client Staff session.Client Admin guidesConfigure registers, documents, content, users, SharePoint and branding.Client Staff guidesComplete records, find controlled documents and follow company updates.FSC Staff guidesManage standards, audits, evidence, findings and corrective actions.Super Admin guidesManage organisations, users, templates, client context and support access.