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How do I…?

Signing in and the app7
Doing jobs13
Checking jobs and running the team10
Setting up and managing17
Collection, intake and gate7

By type of organisation

Your first 14 days

The day-by-day plan for the Manager

On this page

Tick each box as you go. Most days need 30 to 60 minutes. If you fall behind, carry on from where you are: nothing is lost.

Week 1: get set up

Day 1: sign in and look around (30 min)

  • ☐ Open the Welcome to EarthReheal email and click Sign In Now. Sign in with the temporary password.
  • ☐ On Set New Password, choose your own password (8+ characters).
  • ☐ You land on the Manager Dashboard. Spend 10 minutes clicking through the left menu: Today, Operations, Compliance, Reports, Problems, Team & settings.
  • ☐ Install the EarthReheal app on your phone and sign in with the same email and password.
  • ☐ Open Organisation settings (Tenant Info) and check the name, address and site details. Wrong? Use ✏️ Edit Tenant Info.

Day 2: check the rules (45 min)

  • ☐ Open Compliance Hub. Read Path to green from top to bottom. It is your to-do list for the whole setup.
  • ☐ Read Legal rules & checks. Is a rule on that shouldn't be, or off that should be? Usually a site answer is wrong (for example "has borewell"). Correct it in ✏️ Edit Tenant Info, or email us.
  • ☐ Look at Recommended rules. Turn on the ones you want with Enable rule.

Day 3: add your team (45 min)

  • ☐ Follow Team and logins. Add every supervisor and worker under User Management with + Add User.
  • ☐ Sign in one supervisor and one worker on their phones, while you are with them. Use Login OTP.
  • ☐ Give each of them their guide (Supervisor, Worker) and their job sheet (section 10 of your organisation type's guide).

Day 4: licences and documents (60 min)

  • ☐ Open Licences & Documents. Upload each document you gathered and enter its expiry date.
  • ☐ In Compliance Hub, work through Setup data gaps: registration numbers, dates, capacities.
  • ☐ Under Licences & vendors, check that your waste vendors' licences are recorded. An expired vendor licence is your problem too.

Days 5 to 7: stickers and setup evidence (1 to 2 hours, with a supervisor)

  • ☐ Follow Setup evidence and QR stickers. Walk the site with the supervisor: stick a QR sticker on each bin and piece of equipment, link it, and take its setup photo.
  • ☐ Upload the document-type setup evidence from your desk.
  • ☐ Don't aim for 100%. Do the stickers and bins first, because daily jobs depend on them. The rest can wait until week 2.

Week 2: run it for real

Day 8: first full day of jobs

  • ☐ Morning: open Daily Tasks. Check today's jobs have gone to the right people. A job with the wrong person? Ask the supervisor to reassign it on the phone, or email us if a whole type of job keeps going to the wrong role.
  • ☐ Ask each worker to do their first job while the supervisor watches.
  • ☐ Evening: in Daily Tasks, filter Awaiting My Approval and approve or return each job. Read every one today; it's how you learn what good looks like.

Days 9 to 12: tighten up

  • ☐ Every evening, go through Awaiting My Approval. Return anything with a poor photo, and always give a reason.
  • ☐ Every morning, look at yesterday in Job Calendar: due, on time, late, missed. Talk to the supervisor about anything missed.
  • ☐ Put holidays and closed days in the calendar, so those jobs are not counted as missed.
  • ☐ Finish the remaining setup evidence.

Day 13: first report

  • ☐ Reports → choose a report type, set the dates to this week, 📑 Generate Report. Does it match what you know happened? If a number is wrong, the cause is usually a job answered wrongly: find it and correct the habit.
  • ☐ Look at your compliance score on the Dashboard.

Day 14: review

  • ☐ Path to green: how many of its items are done? List what is left and who will do each by when.
  • ☐ Is anyone not using the app? Find out why this week, not next month.
  • ☐ Put the weekly rhythm in everyone's calendar.

From now on, follow your Manager guide. Questions: Getting help.

How you know you are running

  • ☐ Every person in your team has signed in on their own phone.
  • ☐ Every bin and piece of equipment that has a daily job has a linked sticker.
  • ☐ Fewer than 1 in 10 jobs were missed this week.
  • ☐ Jobs are checked the same day they are done.
  • ☐ Every licence you hold is uploaded with its expiry date.