When creating an Induction and choosing the 'Site Specific' option as the scope 'Type', the Induction won't be applied automatically to all 1Breadcrumb sites as it would with the 'Companywide' option.
After creating a Site Specific Induction, you'll have to manually assign it to the particular site(s) for which it was created.
This guide will walk you through the process of adding or removing an induction to/from a specific site.
Table of Contents 💡
- Web Portal Steps: Remove an Induction from a Specific Site
- Requirements
- Induction Scope 'Types' Explained
Web Portal Steps 💻
Add an Induction to a Specific Site
- Navigate to the 'Sites' tool located on the left-hand toolbar of your 1Breadcrumb portal.
- Search for the specific site you want to add an induction to. You can do this by scrolling through the list of sites or by using the search bar.
- Once you've identified the site, click the orange "Manage Sites" button.
- In the new window, scroll to and open the 'Inductions' tab.
- Click the blue ‘+Add Inductions’ button.
- From the pop-up window, find and select the specific Induction associated with this site. You can do this by scrolling through the list of Inductions or by using the search bar. When located the Induction you wish to add, click the ‘+’ button next to it.
- After making all the necessary changes, click the green ‘Submit Changes’ button in the top right-hand corner of this settings page.
🎉 Congratulations! Your Site Specific Induction will now be live and distributed to your chosen site 🎉
Web Portal Steps 💻
Remove an Induction from a Specific Site
- Navigate to the 'Sites' tool located on the left-hand toolbar of your 1Breadcrumb portal.
- Search for the specific site you want to add an induction to. You can do this by scrolling through the list of sites or by using the search bar.
- Once you've identified the site, click the orange "Manage Sites" button.
- In the new window, scroll to and open the 'Inductions' tab.
- From the list of site specific inductions associated with this project, find the specific Induction you wish to remove and click the red "Remove" button.
- After making all the necessary changes, click the green ‘Submit Changes’ button in the top right-hand corner of this settings page.
🎉 Congratulations! The Site Specific Induction has been successfully removed from this site. Moving forward, new individuals checking into this site will not be prompted to complete this induction. 🎉
Requirements ❗
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This function cannot be performed via the Mobile App. Please log into 1Breadcrumb via your computer or laptop.
- Ensure the Induction has already been created and configured to your preferred settings. To learn how to create an Induction, click here.
- Ensure the Induction Scope 'Type' has been set to "Site Specific". You can do this by navigating to the "Editor" tool from your 1Breadcrumb Web Portal, then selecting "Inductions" from the dropdown menu. Look for the specific induction you want to assign to a specific site(s) only, once you've identified the induction, click on the orange "Edit" icon. Find the "Type" field, then check the "Site Specific" checkbox. Click the blue "Update" button at the bottom right hand side of the pop-up window upon making all your changes.
Induction Scope 'Types' Explained
Here's what each Scope 'Type' option means:
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Company Wide: This option applies to every member of your organisation, irrespective of the project they check-into. If you select "Company Wide" as the Scope 'Type' for an induction, anyone checking into any project will be required to complete this induction. Note: Even when the Scope 'Type' is set to "Company Wide," you still have the flexibility to restrict the induction to specific Check-In Types (i.e., Employee, Subcontractor, Visitor, etc.). Additionally, you can configure it to require completion only once. This customisation ensures that data collection does not need to be repeated each time an individual checks into a new site that they have not previously visited but is affiliated with your organisation.
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Site Specific: This option is designed for specific projects. When you choose "Site Specific" as the Scope 'Type' for induction, the induction can be assigned to specific sites, ensuring that the material is delivered exclusively to personnel associated with the intended site. This guide will walk you through the process of assigning inductions to specific sites as needed.