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Starts the Invite process (Detailed below).
Search filter for a s[specific organisation.
Filters for the organisations to show based on their current position within the onboarding process.
Organisation records showing their position within the onboarding process.
Header \ Icon | Definition |
|---|---|
Days | Number of days since the onboarding process began. |
I | The number of incomplete inductions. |
C | The number of missing compliance items. |
 | Onboarding approval from Procurement. |
 | Onboarding approval from Production (Construction) |
 | Onboarding approval from Finance / Operations |
 | Onboarding approval from HSEQ (Safety) |
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Onsite Safety - System Administrators automatically have access to the new functionality.
Inviting
| Note |
|---|
When Onboarding you must use your licensee specific URL |
When Onboarding is enabled, the Register button on the login screen is removed. To add a contact to Onsite Safety they have to be invited.
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They will then enter details on several screens;
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Profile
Details of the person registering the business;
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Business Profile
Details of the business;
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Details of staff of the organisation.
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If the person that the user is adding will visit sites they must have the Onsite Safety option ticked.
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