Induction Users - Manage User

 

Once you have assigned a User as an Induction User, you can now manage their profile.  Adding in personal details, emergency contact, medical notes.  View current status and you can also upload Tickets.

Please Note:  Users have the ability to upload their own Personal Details & Tickets via Induction

  • Go to Induction Admin
  • Click on Users

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  • This will show all Users allocated to Induction - See Allocate Users

Induction Users Filters

Use the filter boxes to search for required Users.  All invited Subcontractor employees will have Subcontractor as their position.

Hovering over a green Icon will display the completed Site Inductions, VOC's & Ticket details for any User.

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User Role

Define what type of Admin Role the User will have within the system.  If none selected the User will be an Induction User.

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Site Admin

If Site Admin is selected the User will have Site-restricted access to Users, Sites & VOC's & read only access to Subcontractors.

  • Click on Site Admin

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  • Select the required Sites from the dropdown
  • Click on Revoke to remove Site Access

Induction Admin

If Induction Admin is selected User will have full read & write access to all Induction features

 

Edit User - Personal Details

  • Click on User Name

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  • Enter personal details
  • Please note: Any changes to applicable fields will flow through to Fleet Admin
  • Select Position from dropdown options - This is what will link User to relevant Tickets & Internal Training required in Positions 

Corporate Induction Status

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This section gives a visual on Users current status

  • Shows the current status via tick or cross
  • This will automatically update as User moves through process
 

Induction

  • Shows allocated & completed Inductions
  • Site Inductions may be verified
 

Internal & Optional Training Module

  • Lists allocated Internal Training Modules & the status

Tickets

Here you can upload & verify the Users Tickets.

Please Note: Users can upload their own Tickets via Induction.

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Uploading Tickets

  • Use the drop down to Select Ticket
  • The drop down will show required & desired Tickets as selected in Position set up
  • Select Ticket type to upload
  • Choose to Upload Now or Upload Later
  • Upload Later
  • If a Ticket has a Grace Period
  • Choosing this option will set up a reminder email to User when Grace Period is over
  • Upload Now
  • Drag & Drop or Click to Select copy of Ticket
  • If applicable enter Tickets Expiry & Issue date
  • Ticket will now show in Existing Tickets
  • Once Ticket is uploaded, click on Verify Ticket 

Edit Tickets

  • Click on the Screen_Shot_2022-10-17_at_3.35.02_pm.png to edit Ticket
  • Click on Screen_Shot_2022-10-17_at_3.35.51_pm.png to Delete 

Verifications of Competency

  • Shows status of allocated VOC's

Next Steps - Corporate Induction

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