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Exclude Site Training/Inductions for Staff

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Written by Support
Updated over a year ago

Do you have Site Inductions that only Workers and Contractors must complete? If so, follow the steps below to exclude Staff Users from Site Inductions.

The approach involves configuring training for Sites to default to Contractors and Workers only, with an additional flag required on the training for it to become a requirement for Staff.

This only includes Training requirements (i.e. Tests) that appear on the Staff Dashboard after being assigned to a Site and does not apply to Inductions for Live Access.

Note: You need to have permission to add a project or edit existing projects; ‘Project RW Org Level’; and permission to view the training sessions, and create online training and offline training; ‘Training RW Org Level’ to manage this setting. If you don’t have these permissions please contact ComplyFlow Support who will manage this setting on your behalf.

Updating the Site Training Settings

To exclude Training at the Site level for your employees, navigate to the Sites view and then select the Site you wish to manage settings for.

  1. Select an existing “Test” (i.e. Training) to assign to the user

  2. The Training is listed in the table after making a selection in the dropdown.

  3. Each row displays a checkbox labelled Include Staff and is intentionally not selected by default.

    1. When it is Checked:

      • All Staff member assigned to the Site is automatically assigned the corresponding training requirement

    2. When it is Unchecked:

      • Staff members assigned to the Site are not required to complete the training

      • Contractors and Workers assigned to the Site will still be required to complete the training

  4. Select the Green button to add the Training requirement to the Site (you can remove them by selecting the button).

You need to leave the Include Staff checkbox unchecked to exclude Staff users from the Site Induction.

How to remove assigned training from Staff

If the training has already been assigned to the Staff (i.e. when the Site was assigned) and there is a need to remove these requirements from a user simply:

  1. Unassign the training

  2. Configure the Site settings as per the steps above.

  3. Reassign the user to the same Site.

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