How To Edit A User's Completed Induction Form (Hosts)
This guide takes you through how to edit a user's induction form.
There can be times where an approved induction form requires a minor update or edit e.g; upload the correct license without having to go through a full revision. Making it easy to keep accurate records and maintain compliance. This guide will show you how it can be done as a Company or Site Host from the web portal and phone app.
Table Of Contents 💡
- Requirements
- Web Portal Instructions
- Mobile App Steps
- Important Notes
Requirements 🔑
Permissions: Company Host or Site Host access required. If you do not have access, please contact your 1Breadcrumb Administrator.
Web Portal Instructions 💻
Step 1:
- Navigate to the Induction Reports or User Directory or Approvals and find the form you want to edit
Step 2:
- Click View More in the top right corner of the form, then select Host Revision
Step 3:
- Make the changes or upload the licenses as required
Step 4:
- Review your changes and make a note of the changes in the comment box for future reference
- Click the green Revise Induction button to save the changes
Mobile App Steps 📱
Step 1:
- Navigate to the User Directory or Approvals and find the induction form you want to edit
- Click on the 3 dots in the top right corner
- Select Host Revision
Step 2:
- Make the changes or upload licenses as required
Step 3:
- When you are finished, click the yellow Save & Approve button at the bottom of the form
Important Notes
1. All Host Induction Edits will be automatically approved. They do not need to go through a review cycle
2. Changes must be saved
3. See here for how Workers can edit their own approved induction forms
4. Changes are logged in the Induction PDF report and in app