Go to Workers tab on the left. Click on 'Clear all Filters' to view all workers before searching for the person you are looking for in the search bar. Click the ‘View’ button next to the person profile.
1. Select 'Documents' tab to check the requested documents and other actions available for every document.
Documents table
Pending Upload = document request is available via Worker/Admin's Dashboard
Awaiting Approval = waiting to be reviewed by the Document Approver or Client
All Documents should be:
Approved = reviewed and approved by the Document Approver or Client
2. Select 'Compliance Settings' tab then click the ‘Manage’ button on table next to the Client name. Check if they have a worker categories and a site assigned. These areas need at least one selection before the correct training requirements are triggered.
NOTE: Depending on the client requirements you might be asked to have other categories assigned to your profile.
3. If any categories are ‘Non Compliant’ they need to become ‘Compliant’. Hover over to check Worker Categories, Client Sites/Projects, Online Training, Plant & Vehicle Categories, and Additional Documents.
Worker Categories table
Shows available categories to assign or remove to the worker's profile.
Client Sites table
Shows the available projects/sites to assign or remove.
Online Training table
Shows online inductions you're requested to complete.
Must Attempt = means they still need to complete the training
All trainings should be:
P = Passed
Plant & Vehicle Categories table
Shows available plant & vehicle categories to assign or remove to the worker's profile.
Additional Documents table
Shows additional document categories to assign or remove to the worker's profile.