<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/staff-portal-guide -->

# Staff Portal Guide

Once you're logged in, you'll land on your Staff Portal home screen.

<figure><img src="/help/assets/staff-portal-guide-1.png" alt="Staff Portal home screen showing cards for My Tasks, My Meetings, Company Policies, My Professional Development, My Documents, Submit Feedback, and Report an Incident or Hazard"><figcaption></figcaption></figure>

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## Anything That Needs Your Attention

At the top of the screen, you'll see a summary of anything waiting on you — like an overdue PD goal, a document to upload, or a task to complete. Tap any of these to go straight to it.

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## What You Can Do

* **My Tasks** — see and complete anything your RTO has assigned to you
* **Company Policies** — view your organisation's policies and agree to the ones that apply to you (see [Staff Agreements](/help/staff-agreements-setup) if you're not sure why you need to do this)
* **My Professional Development** — log workshops, courses, and other PD activities (see [Add a PD Activity](/help/staff-adding-pd))
* **My Documents** — view documents your RTO has uploaded to your staff record, like certificates or ID

<div class="help-hint bg-green-50 border-green-300 text-green-800">
<svg class="w-5 h-5 shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M10 18a8 8 0 100-16 8 8 0 000 16zm3.707-9.293a1 1 0 00-1.414-1.414L9 10.586 7.707 9.293a1 1 0 00-1.414 1.414l2 2a1 1 0 001.414 0l4-4z" clip-rule="evenodd"></path></svg>
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All staff can see all policies. Agreements are set by department, so a staff member only needs to agree to the ones linked to theirs.

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## Options Your RTO May Have Enabled

Some of these only appear if your RTO has switched them on:

* **My Meetings** — meetings you've been invited to
* **Trainer Matrix** — download a PDF of your own trainer matrix, showing your qualifications and currency at a glance. You'll only see this if you have trainer scope assigned to your record.
* **Submit Feedback** — log feedback you've heard from students, employers, or anyone connected to your RTO (see [Submit Feedback](/help/staff-submit-feedback))
* **Report an Incident or Hazard** — log an incident, hazard or near miss as soon as it happens

<div class="help-hint bg-blue-50 border-blue-300 text-blue-800">
<svg class="w-5 h-5 shrink-0" fill="currentColor" viewBox="0 0 20 20"><path fill-rule="evenodd" d="M18 10a8 8 0 11-16 0 8 8 0 0116 0zm-7-4a1 1 0 11-2 0 1 1 0 012 0zM9 9a1 1 0 000 2v3a1 1 0 001 1h1a1 1 0 100-2v-3a1 1 0 00-1-1H9z" clip-rule="evenodd"></path></svg>
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Not seeing an option you expected? Your RTO decides which of these are switched on, so check with your admin.

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## Leaving the Staff Portal

In the top right, a menu lets you log out — and if you also have admin access, switch to the main Admin Portal.

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## Accessing the Staff Portal on Mobile Devices

The Staff Portal also works through a dedicated app, so you're not stuck at a desk. Sign in with the same details you use on the web — including single sign-on, if your RTO uses it.

It's a handy way to log PD on your way out of a workshop, photograph a hazard where you found it, or tick off a task while you're on site.

The app is called **RTOSafe** and it's free to download.

<div class="flex flex-wrap items-center gap-3">
<a href="https://apps.apple.com/au/app/rtosafe/id6756938880"><img src="/help/assets/app-store-badge.png" alt="Download RTOSafe on the App Store" width="140"></a>
<a href="https://play.google.com/store/apps/details?id=com.rtosafe.app"><img src="/help/assets/google-play-badge.png" alt="Get RTOSafe on Google Play" width="156"></a>
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## Common Issues

| Problem | Solution |
| --- | --- |
| An option I expect isn't showing | Your RTO controls which options are switched on for staff — ask your admin |
| Trainer Matrix isn't showing | You need trainer scope assigned to your record — check with your admin |
| I've lost my place | Click **Back** at the top of the page to return to your home screen |