A guide for viewing Worker Information in one place, and editing Visitor Type and Supplier information.
This guide is designed to solve the following use cases:
- Viewing worker information (basic info, check-ins, inductions, documentation, competencies) in one place when on-site or in the office.
- Editing a worker's Supplier or Visitor Type if they have incorrectly entered this information and completed the wrong inductions or signed the wrong documents.
Table of Contents
Requirements
Permissions: the "View Reports" and "Edit User Directory" permissions are required to view and edit information in the User Directory.
Web Portal Instructions 💻
Step 1: Navigate to User Directory
- From the left-hand menu, click on User Directory
- Find the user you'd like to view by scrolling, searching or using the filters in the heading bar.
- Click the blue View Details box on the right of the desired user
Step 2: View and Edit a Users Information
- This will take you to their profile where you can view and edit their Basic Information
- You can edit the following by clicking on the orange "Edit" button on their profile:
- Supplier
- Visitor Type
- You can view the following information by scrolling through the tabs:
- Basic Information
- Check-In History
- Inductions
- Supplier Document Signoff
- Site Briefing Signoff
- Cards
- History
Mobile App Instructions📱
Step 1: Navigate to User Directory
- Select the Host panel on the bottom right of the screen
- Scroll down and click on the User Directory tile
- Search for the user you'd like to view using the search bar
Step 2: View a User's Information
- Click the desired user's name
- This will take you to their profile where you can view their Information:
- Basic Information
- Induction
- Cards
- Supplier Documents
- Site Briefings
- Checkin history
- View All Activity
The ability to Edit a Users Information from the Mobile App is coming soon.