The configuration is the section where all settings, categories and options are set-up. To modify any of those, you need to have access to Configuration.
1. Navigate to the Configuration module by selecting ‘Configuration’ from the menu bar across the top of your screen.
2. On the next page, search for Worker Categories on the left side menu. From there you can add a new category by clicking on the plus button above or click on the pen to edit an existing item.
3. If you chose to add a new category, enter the name, then click on the ‘Save’ button.
Note: By selecting ‘Internal’, only internal staff members can assign or remove the worker category.
4. If you are editing an existing category make any adjustments and click ‘Save’ to go back to the main page.
5. To add document requests to the Worker Category click the pen icon, scroll down to the ‘Document Categories’ section, select the document from the drop down list (1) and click ‘Save’ (2).
Note: This document will be requested on the dashboard of any worker with this Category.
6. You can assign tests to Worker categories. To do so go to ‘Tests’ section, select the test from the drop down list (1), check the ‘Mandatory’ box and click on the ‘Save’ button (2) to add it.
Note: This induction request will appear on the worker’s dashboard if they are assigned to the Category.
