Vertex Studio

Your no-code control centre to design, govern, and publish menus, forms, documents, and assignments across every site and brand.
Vertex Studio empowers enterprise compliance, operations, and brand administrators to configure the complete Vertex Pulse experience without writing code. Build menu structures, design forms, generate documents, create variables, and deploy content by site, brand, or jurisdiction — all governed through Vertex Pulse Core to maintain audit ready consistency across large multi-site networks. Reduce configuration time by up to 80% and eliminate manual document and form maintenance across large multi-site networks.
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Zero-code
configuration
Brand-wide
publishing & governance
All-in-one
builder for menus, forms & documents

What Vertex Studio Delivers

Most petroleum networks rely on Word/PDF templates, email chains, and inconsistent forms — creating compliance risk, version drift, and operational fragmentation.

Vertex Studio centralises configuration across your entire organisation. Create menu structures, forms, documents, and variable sets, then publish them to sites, regions, dealer groups, or jurisdictions. Standardise compliance content at scale while retaining full flexibility for multi-brand, multi-region, and franchise environments.

Build Your Own Navigation & Information Architecture

Brand-level menu designer
Configure the main menu and submenu structures across Vertex Pulse Core, ESG, Training, Inspections, Incident & Risk, and other modules — tailored to your organisational hierarchy.
Multi-brand hierarchy support
Different brands or dealer groups can maintain their own menu layouts, categories, and navigational structures.
Dynamic visibility rules
Show or hide menus based on user roles, jurisdictions, brand, or organisational level.
Outcome
A navigation structure that mirrors real-world operations — and ensures audit-ready consistency across every brand and site.

Menu & Submenu Builder

Document Builder

Design Data-Driven Documents with Variables

Data-driven templates
Insert variables from sites, brands, users, contacts, assets, or custom lists to generate controlled documents such as FSOPs, UPSS/UST documentation, emergency plans, onboarding packs, and compliance reports.
Professional multi-page layouts
Use page-level backgrounds, headers, footers, tables, media blocks, and structured components to create consistent, branded A4 PDFs.
Full variable library
Create text, number, date, list, media, and structured variables to personalise documents for jurisdictional and site-specific requirements.
Outcome
Generate consistent, compliant PDF documents for hundreds or thousands of sites — eliminating manual Word/PDF management and ensuring controlled, versioned documents every time.

Build Custom Forms for Any Operational Process

Drag-and-drop form designer
Create forms for incidents, inspections, maintenance, audits, onboarding, contractor management and operational processes — all without coding.
Conditional logic & dynamic fields
Show/hide fields based on role, jurisdiction, site attributes or user input, ensuring forms adapt to context automatically.
Branded, mobile-first execution
Forms are responsive, fast, and optimised for mobile use in the field, with support for photos, signatures, numeric fields, dropdowns, media uploads and structured data capture.
Outcome
A governed, standardised form system for every operational and compliance workflow across your network.

Form Builder

Assign by Site & Role

Targeted Assignment by Structure

Site & region-based assignment
Publish documents, forms, and menus to specific sites, brands, dealer groups, regions, or regulatory jurisdictions.
Role & user-level assignment
Assign content based on job roles, permission groups, or organisational level — aligned with LMS-style assignment logic.
Mandatory read & acknowledgement
Require acknowledgement for safety-critical content with enforced acceptance tracking.
Outcome
The right content reaches the right people — by design, not manual effort.

Governed Publishing & Lifecycle Control

Validity periods & renewal cycles
Automatically expire or reassign content based on regulatory cycles or defined validity windows.
Menu publishing & brand structure control
Publish menu structures and submenus by brand or organisational level to maintain consistent navigation.
Multi-language deployment
Deliver multilingual forms and documents across regions operating in different languages.
Outcome
A controlled, lifecycle-managed content system that eliminates version drift and audit gaps.

Governed Publishing

Platform-Level Capabilities

Vertex Studio provides platform-level capabilities that underpin governance, consistency, and automation across the Vertex Pulse ecosystem. Forms, documents, menus, and content created in Studio integrate seamlessly with Vertex Pulse Core and Vertex Orchestrator to enable controlled workflows, approvals, escalations, notifications, and automated tasks — all governed centrally and executed at scale.
Other Features

Other Studio Capabilities

Rich text editor with tables & media
Multi-page PDF layouts
Version control & change tracking
Integrated with VP Hub for traceable communication
Full audit logging of every change
Template library (Vertex + brand-custom)
Audit-ready exports & controlled PDF generation
SOC 2 / SSO / enterprise permission governance
Multi-jurisdiction content sets
Connect Your Tools

Connected to the Vertex Pulse ecosystem

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Ready to design your platform your way?

See how Vertex Studio lets brand administrators customise menus, forms, documents and content across every site — no code required.
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