Overview
The Orientations register provides comprehensive tracking of all worker safety orientations and training sessions submitted across your projects. This system ensures compliance with safety requirements by monitoring orientation completion status, tracking training records, and maintaining detailed documentation for all site personnel.
Requirements 🔑
Permissions: Company or Site Host Permissions required. If you do not have access, please contact your 1Breadcrumb administrator.
Find the Orientations Report
- Start by clicking on Registers from the left-hand menu
- From the dropdown, select Orientations
Orientations Register Overview
What the Orientations Register Shows
The Orientations register displays a complete summary of all submitted orientations, including:
- Orientation Name: The specific training or orientation type (e.g., Site Safety Orientation, AI Testing Orientation)
- Submitted By: Person who submitted or completed the orientation
- Site: Job site location where the orientation applies
- Company: The contractor company associated with the worker
- Visitor Type: Classification of the person (Sub Contractor, Employee, Visitor)
- Status: Current approval status of the orientation
- Date Submitted: When the orientation was completed and submitted
Understanding Status Indicators
- Auto Approved (Green): Orientation automatically approved and accepted
- Approved (Green): Orientation manually approved and accepted by host
- Submitted (Yellow/Orange): Orientation completed but pending review
- Rejected: Orientation requires resubmission or correction
Search and Filter Capabilities
Available Filters
- Search Bar: Find specific orientations by worker name or orientation details
- Orientation Type: Filter by company or site level orienations
- Site: View orientations for specific job locations
- Status: Filter by approval status (Auto Approved, Submitted, rejected)
- Submitted By: See orientations submitted by particular individuals
- Company: Filter by contractor company
- Date Range: Filter by submission date periods
Advanced Filtering Options
- Multi-Filter Combinations: Use multiple filters simultaneously for precise results
- Status-Based Searches: Quickly identify orientations requiring attention
- Company-Specific Views: Monitor training compliance by contractor
- Site-Specific Analysis: Track orientation completion for individual job sites
Orientation Detail View
Accessing Individual Orientation Records
- Click on any orientation entry in the register to open the detailed view
- The detail view provides comprehensive information about the specific orientation session
Orientation Document Display
The expanded orientation view shows:
Full Orientation Content
- Complete Orientation Document: Full PDF or document view of the training materials
- Page Navigation: Navigate through multi-page orientation documents
- Zoom Controls: Examine orientation content in detail
- Download Option: Download PDF copy of the orientation for records
Details Panel Information
The right-side details panel displays:
- Review Status: Current approval status (Auto Approved, Submitted, etc.)
- Worker Information: Name and identification of the person who completed orientation
- Company: Associated contractor company
- Site: Applicable job site location
- Visitor Type: Worker classification
- Date Submitted: Timestamp of orientation completion
- File Information: Link to view in Procore
- Last Synced: Most recent data synchronization timestamp
Integration
System Integration
- Procore Sync: Orientation status integrates with Procore Documents tool. The sync happens once a day overnight. Any questions regarding the integration please reach out to your 1breadcrumb CSM
Download PDF
- three ellipsis on row : Orientations and all attachments within the orientation can be downloaded into a PDF by clicking the three ellipsis and selecting download PDF