A guide for reviewing Plant Induction Forms submitted by Subcontractors before coming to site.
Table of Contents
- Requirements
- Web Portal Instructions
- Mobile App Instructions
Requirements
Permissions: Company or Site Host with Approve or Reject Approval Permissions required. If you do not have access, please contact your 1BC Administrator.
Web Portal Instructions 💻
Step 1: Navigate to Approvals and find the Form
- Start by selecting the Approvals menu from the left-hand toolbar
- Next, search for the Site Asset Form you wish to review
- Once found, click the blue Review button to review the Form
Step 2: View, Edit and Approve or Reject the Form
- From here, you can view all questions answered and documents uploaded in the Form
- If you need to edit the form, click on the blue Edit button on the top right of screen
- Once you have finished editing the Form, select the green Submit button
- Next, select Approve or Reject and then select Yes to confirm the changes
- Note: If you reject, the subcontractor will be required to fill out the permit again
Mobile App Instructions 📱
Step 1: Navigate to Approvals and find the Form
- In the Mobile App, select Host > Approvals
- In Approvals, a list of all items awaiting approval in 1Breadcrumb will appear.
- Use the filter to select either Site Assets or Site Asset Operators to display only assets and operators for approval
Step 2: View, Edit and Approve or Reject the Form
- Select Review to assess where the form meets your company standard for approval
- Once you have reviewed the information submitted and it meets your requirements, select the Approve button.
- If it doesn’t meet requirements, there is the option to Reject it. Either choice will update the person who submitted the form. If rejected, the form will need to be submitted again with the information adjusted to meet your requirements.
- Once approved, the asset and/or operator will be available for use