Learn how every part of Helm works.

Use the dashboard to see workspace health, priority activity and record counts.

Create the operator or business record that drivers, vehicles and contacts will link to.

Start with complete records rather than adding every record with missing information.

Enter known compliance dates and attach evidence to the record it belongs to.

This confirms whether the workspace has enough record data to calculate useful information.

The score reflects the proportion of drivers and vehicles without critical or due-soon items.

Open critical records first, then due-soon items, tasks and incidents.

Review recently created, updated or completed work across the workspace.

Choose Companies, Contacts, Drivers or Vehicles from the Records group.

Complete the required fields first, then add operational and compliance details.

Find records by name, registration, company, status or other available criteria.

Use the tabs to access overview information, linked records, documents, requests and audit history.

Assign the company, driver or vehicle using the relevant relationship field.

Each view page shows related people, vehicles, documents and activity.

Select a linked record to move directly to its full workspace view.

Update assignments when drivers, vehicles or operating companies change.

Start from the document library or the record the file belongs to.

Select the company, driver, vehicle or other record before uploading.

Enter a clear name, document type and expiry date where applicable.

Use the document viewer to inspect the file without losing the record context.

Add MOT, insurance, PMI, tachograph or other applicable dates directly to the vehicle or driver.

Critical means the date has passed. Due soon means it is inside the configured warning period.

Add a task or incident where the date requires action, investigation or evidence.

Once completed, enter the replacement date and attach the supporting document.

Give the task a clear outcome, not just a short reminder.

Make responsibility and timing visible to the workspace.

Keep open, in-progress and completed states accurate.

Add enough evidence to show what was completed and why.

Record what happened, when it happened and the people or vehicles involved.

Use open, under investigation, action required, review and closed states consistently.

Link documents, tasks, notes and related records to the incident.

Record the outcome, decision and any ongoing monitoring requirement.

Select Request update from the record actions.

Only request the fields the recipient needs to review or change.

Confirm the email address, message and how long the secure link remains active.

The request history remains linked to the original record for audit visibility.

Use the record view for focused history or the workspace audit log for broader activity.

Identify when the record was created, updated, linked or changed in status.

Use field-level differences where available to understand the exact change.

Use audit-mode export for review, evidence gathering or internal investigation.

Search the record values supported by that list, such as names or registration numbers.

Filter by status, company, date or other available record properties.

Use the sort control to bring the most relevant or urgent records to the top.

Export only after checking the active filters and required data scope.

Review your profile, workspace access and available settings.

Use the password recovery pages when access needs to be restored.

The pricing page identifies the current plan and available alternatives.

Use the account menu or footer Logout action before leaving a shared computer.