How company credits work

A credit is used each time a risk assessment is created or reviewed. Credits are held per assessment type, and split into New and Review pots. Open Credits from the menu (or the button on the home page).

Steps

  1. Each card is one assessment type, showing its New and Review balance. A balance turns amber at 10 or fewer (“Getting low”) and red at 5 or fewer (“Running low”). The All credit types table lists the same figures.

    The Credits page with a card per assessment type showing New and Review balances
    The Credits page. — screenshot pending
  2. To top up, click New or Review on the type you need. In the pop-up, set the Quantity (5–20); price per credit and total are worked out for you.

    The Add credits pop-up with price, quantity, total, PO reference and notes
    Adding credits. — screenshot pending
  3. Add a Purchase order reference and any Notes for your accounts team, then confirm.

Some accounts can’t self-serve

Depending on your billing arrangement the pop-up may ask you to contact L8MS to add credits rather than doing it on screen. Follow the on-screen phone number / email if so.

Running out mid-job

If you have no credits for a type you cannot create or review that type of assessment until you top up. Check balances before a busy period.