User Directory: View a Workers Information

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:

1. Viewing worker information (basic info, check-ins, inductions, documentation, competencies) in one place when on-site or in the office.
2. 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
• Web Portal Instructions
• Mobile App Instructions

Requirements

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

Step 3: Edit a User's Information

• Click on the three dots at the top right of the user's profile
• Select "Edit User Information"
• You can edit a User's Supplier and Visitor Type fields
  • Please note; If you are a host viewing your own user information, you are able to edit all of the fields.