Review an Induction

All Inductions created that have the 'Approval Mode' set to 'Host Approval' allows Company & Site Hosts to either 'Approve' or 'Reject' each Induction that is completed on site, making sure every record collected is spot-on!


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Mobile App Steps 📱

  1. Open the 1Breadcrumb app on your device.
  2. Tap on ‘Host’ in the Profile/Host panel located on the bottom of the screen.
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  3. Ensure that you are in the correct site by checking the panel at the top of your screen or switch between sites by tapping "Change Site" then use the dropdown box in the pop-up window to locate and select your site. Upon selecting your site, tap "Ok".
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  4. Once you’re in your site, tap on the “Approvals” tile.
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  5. Using the document type dropdown list select “Inductions”.
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  6. Further narrow down your search by tapping the waffle filter, then selecting all "Pending" documents and entering in any specifics to further refine your search. Once complete, tap “Search”. A list of the inductions pending approval for the project selected will appear. 
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  7. Find the induction you want to review and tap ‘Review’. 
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  8. The Host will have the ability to review the induction content to ensure information by the inductee has been inputted correctly. 
  9. Depending on the induction material, you might have the choice to view record uploaded by the inductee. Click on the dropdown icon labelled "Documents List" and select "View File" to open the records submitted by the inductee. After reviewing the record, click "Close" when finished.
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  10. After completing your review, you'll have the option to "Approve" or "Reject" the induction. 
    • If Approved: If satisfied with the information inputted by the inductee, tap ‘Approve’.
    • If Rejected: If information is correct, missing, entered incorrectly, etc. the Host will have the option to leave a comment explaining the reason for rejecting the induction prior to tapping ‘Reject’. Confirm your decision by tapping "Yes" in the pop-up window. Note: upon rejecting an induction record, the inductee will receive a notification via their 1Breadcrumb app to view the comments detailing the reason for the rejection and start the induction process again.
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🎉 Congratulations! You have now reviewed an Induction via the Mobile App 🎉

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Web Portal Steps 🖥️

  1. Navigate the 'Approvals' tool located on the left-hand toolbar of your 1Breadcrumb portal. In the new window that appears, you'll find a list of all documents uploaded and/or completed in 1Breadcrumb that require to be reviewed. 

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  2. Use the "Status" filter to narrow down the list based on the following different stages:
    1. Select "Pending" to see documents that require review.
    2. Select "Approved" to view documents previously approved by a Company/Site Host. 
    3. Select for "Rejected" to see documents previously rejected by a Company/Site Host.
      1. To see all documents pending review, pick the "Pending" filter.

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  3. To see specifically all induction records pending review, further narrow down your search by selecting "Inductions" from the "Type" filter. This will display a list of completed Inductions pending approval.

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  4. Use filter parameters to further refine your search:
    1. To select inductions pending approval on specific sites, use the "Sites" filter and select the Site relevant to your search.
    2. To select inductions pending approval who work for specific Suppliers, use the "Suppliers" filter and select the Supplier relevant to your search.
  5. Once you've found the induction record you want to review, click the yellow "View Details" button. A pop-up window will display all the entered data for your review.

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  6. After reviewing the data, click the blue "Review" button in the top right-hand corner of the pop-up window.

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  7. In a new pop-up, you'll have the option to approve or reject the induction, and leave comments explaining your review reasons. The inductee will be able to see these comments upon clicking "Approve" or "Reject".

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    1. If Approved: When an induction is Approved, the inductee will be notified through their 1Breadcrumb app, and they'll receive any comments, if left.
    2. If Rejected: If an induction is Rejected, the inductee will be notified through their 1Breadcrumb app, and they'll receive reasons for the rejection if comments were left. They'll be prompted to complete the induction again during their next check-in attempt. Rejected inductions will prevent the inductee from checking in.

 🎉 Congratulations! You have now reviewed an Induction via the Web Portal 🎉

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Requirements ❗

Only Company and Site Hosts with permissions with ‘Approve Or Reject Approval’ can review Inductions. If you do not have the permissions to review Inductions, please reach out to your Company or Site Hosts.

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