Who can do this? Site Hosts
Scope: Per Site + Supplier (not global)
What it enables: Foremen can check in/out their crew, submit permits & generic forms (PTP/JHA, etc.), and add workers from their own supplier to submissions—only on that site.
Before You Start
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The supplier is already added to the site.
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The person you want to make a foreman has checked in on this site under that supplier at least once (so they appear in the picker).
Tip: ask them to scan the site QR and check in once if they don’t appear.
Steps (Site Host in the App)
- Open the site in the app.
- Tap the Suppliers tile.
- Select the supplier you want to assign foremen to.
- Tap Add foreman (bottom of the screen).
- In the selector:
- Search by name or mobile.
- Only users who have checked in under this supplier on this site will appear.
- Multi-select one or more users to assign as foremen.
- Tap Save (or Confirm) to apply.
Remove a foreman:
Repeat steps 1–4, then tap the × next to a user to remove their foreman role. Save.
What Foremen Can Do (on that Site, for their Supplier)
- Check in/out workers from their own supplier (batch or individual).
- Submit permits & generic forms (e.g., PTP/JHA) and add their supplier’s workers to those submissions.
- Privacy/Scope: Foremen only see workers and documents for their own supplier on that site.
Note: If a user’s supplier changes in the User Directory or the user is removed from the supplier, their foreman assignment for this site is automatically cleared.
Troubleshooting
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“I can’t find the user in the list.”
Make sure they have checked in on this site under the same supplier (required to appear). Confirm their mobile number matches their profile.
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“We need multiple foremen for the same supplier.”
Supported—use multi-select in Allocate foreman.
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“Removal didn’t stick.”
Refresh the supplier page; confirm the user’s supplier assignment hasn’t changed and re-save.