How to Create an Induction

In 1Breadcrumb, you can create as many, or as little Inductions you like. Regardless of whether you prefer video, PowerPoint presentation, or text, 1Breadcrumb can adeptly deliver your Company and/or Site Inductions in your chosen format!

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Table of Contents 

• Requirements
• Web Portal Instructions
• Helpful Tips

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Requirements 

 

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Web Portal Instructions

Step 1:

Navigate to the Editor tool located on the left-hand toolbar of your 1Breadcrumb portal and then select Inductions from the dropdown menu.
Click the blue 'New Induction' button.

Step 2:

In the left-hand side of the pop-up window, use the following fields to customise the settings of this induction: 

Name: Type the title of the induction in the 'Name' field. 

Expire After Day(s): Enter the number of days the induction should remain valid in the 'Expire After Day(s)' field. This sets when the induction needs to be taken again. 

Is Enable?: Click the toggle 'Is Enable?' to deactivate the induction if needed.

Approval Mode: Decide whether you want someone to review the entered data after the induction is completed. Pick an option from the 'Approval Mode' dropdown menu. By selecting 'Host Approval', this allows Company & Site Hosts to either 'Approve' or 'Reject' each Induction that is completed.

Perform Induction: Decide when you'd like individuals to complete the induction by selecting an option from the 'Perform Induction' dropdown menu. Here are the options:

• Anytime: Inductees can complete the induction upon the first time they attempt to check-in or offsite via an induction link.
• Check-in: Inductees will be asked to complete the induction upon the first time they attempt to check-in.
• Pre Check-in: Employers can send a code to new inductees so they can complete the induction before arriving on site.
• Offsite: Employers can send an induction link/QR code to new inductees so they can complete the induction before arriving on site. 

Type: Decide the scope of your induction's audience by selecting one of the 'Type' options. Here's what each option means:

1. 1. • 'Company wide': "Company Inductions" provide an opportunity to deliver essential training that applies to everyone in your business, no matter their role or which project they're working on. 

      • 'Site Specific': This induction type is used to focus on requirements unique to a particular site. When selecting this Type, upon generating a Site Specific induction, it will not be automatically implemented across all 1Breadcrumb sites, unlike when selecting the Companywide Type option. Instead, it will need to be assigned to the specific site(s) for which it has been created. Click here to learn how to Add or Remove an Induction to/from a Specific Site.

Is Mandatory: Decide whether the induction is compulsory or not by selecting one of the 'Is Mandatory?' options. Enabling the 'Mandatory' option ensures that individuals to whom this induction applies will be prompted to complete it. They will be unable to check into the site until the induction has been successfully submitted.

Allow users to attach additional documents: Decide whether users are permitted to attach additional documents by clicking the 'Allow users to attach additional documents' toggle. Note: This is advised if you want inductees to upload training files.

Do you want to limit visitors based on types?: Specify the personnel you want to complete this induction by clicking the 'Do you want to limit visitors based on types?' toggle. From the list of check-in types, you can select the ones that should complete this induction. Click here to learn how to Create & Manage Check-In Types.

Step 3:

In the right-hand side of the pop-up window, input all the required Question Sets, Documents, and Announcements related to this induction. 

+Add Questions: From the pop-up window, find the specific Questions you want the individuals to answer upon completing this induction. If you haven't already created questions for this induction, follow this guide: Create Question Sets

+Add Documents: From the pop-up window, find Documents you want to include in the induction. 

+Add Announcements: From the pop-up window, find Announcement you want to include in the induction. For comprehensive instructions on how to create Announcements, please click here.
In the dropdown box next to your chosen Announcement, specify whether recipients should view and/or acknowledge the Announcement by selecting from the following options:

1. 1. • Disable: Recipients can choose to open and view the announcement at their own discretion.
      • Mandatory View: Recipients are obligated to open and view the announcement.
      • Mandatory View and Sign Off: Recipients must open, view, and acknowledge the announcement.
      • Set Play Through To Mandatory: When uploading video media, recipients are unable to fast forward or skip the video.

   Step 3:

2. Upon finalising all of your induction settings, click ‘Add’ in the bottom right hand side of the pop-up window.
   
   

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💡Tips 

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