Inductions
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      Reset an 'Approved' Induction to 'Pending'

      A guide for resetting an Induction back to Pending so that workers can make amendments to their records without having to repeat the whole Induction.

      If a mistake has been spotted in an already approved induction, or a worker has a new license they want to share with you, there is a way you can get workers to go in and edit a certain section of that completed induction without having to redo the whole thing. This guide will show you how to manage that process, but first, let's define a few things.

      Induction Statuses:

      • Approved: The Builder is satisfied with the Worker's Induction.
      • Rejected: The Builder is not satisfied with the Induction and the Worker will need to redo the entire Induction by checking in again.
      • Reset to Pending: The Builder has Approved the Worker's Induction previously, but now needs to reopen the record so that amendments can be made.

      Table of Contents

      Requirements

      Permissions: Company/Site Host Permissions and access to Reports are required. If you do not have access, please contact your 1Breadcrumb administrator.

      Web Portal Instructions💻

      Step 1: Navigate to the Induction Report

      • Click on Reports from the toolbar on the left-hand side to load all reports
      • Select Induction Report from the dropdown
      • Use the search bar to look up the worker's name

      Reset to Pending - 1

      Step 2: Reset the Induction to 'Pending'

      • From the results, find the Induction you wish to reset
      • Under the 'Status' column, click on the red Reset Induction to Pending button
      • In the pop-up window, select Yes to confirm the request
      • Hit the Refresh button on the top right of the screen to refresh the page

      Reset to Pending - 2

      You can now inform the Worker that on their next check-in, they will have the ability to edit their existing Induction record and make an amendment.

      Mobile App Steps 📱

      Step 1: Navigate to Approvals on the Host Panel

      • Click on Host on the bottom right of the screen to access the Host Panel
      • From here, select the Approvals tile to open up all Approvals
      • Click on the dropdown at the top and select Inductions to only view Induction Records

      Reset to Pending - 3

      Step 2: Search for the Induction and Reset to Pending

      • From here, click on the filter icon to open up more filter options
      • Change the Induction filter from Pending to Approved
      • Look up the worker's name and select Search
      • Find the Induction you wish to reset, and select the Reset button
      • In the pop-up window, select Yes to confirm the request

      Reset to Pending - 4

      You can now inform the Worker that on their next check-in, they will have the ability to edit their existing Induction record and make an amendment.