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Inductions

Manage your own organisation's workers on a project from the Inductions register. This guide covers registering workers, keeping their profiles up to date, and how workers can register themselves through the public portal.

Managing Your Workers

If you have been granted permission to create inductions, you can register and manage the workers from your own organisation who need access to the project. You only ever manage your own organisation's workers — you cannot view or edit workers belonging to other organisations.

From the Inductions register you can:

  • Register new workers and add them to the project
  • Edit your workers' profiles at any time
  • See status badges for each worker, such as awaiting approval, awaiting induction, approved, rejected, test failed and deactivated
  • See per-worker licence counts, including the total number of licences, how many have expired, and how many are expiring soon

Building a Worker Profile

When you open a worker, you can record and maintain the details that make up their profile:

  • Personal details such as name and identifying information
  • Contact details
  • Emergency contact details
  • Vehicles the worker brings to site
  • Licences and tickets — upload scans, set expiry dates, and track verification
  • Medical declarations

A worker's documents come from their personal document library, which persists across projects. This means a licence or certificate uploaded once stays attached to the worker wherever they go, so you do not have to re-upload it for each new project.

Tracking Licences

Licences are central to keeping workers compliant. For each licence you can upload a scan, set an expiry date, and track its verification status. The register surfaces licence counts per worker so you can quickly see who has expired or soon-to-expire licences and act before they lapse.

Method Statements and Acknowledgements

You can assign method statements, often called SWMS, to your workers and track whether each worker has acknowledged them. This gives you a clear record of who has read and accepted the safe work method before starting on site. See Method Statements for more on how these documents are produced and shared.

Worker Self-Registration

Workers can register themselves through the public portal without needing to log in. The flow is designed to be completed on a phone at their own pace:

  1. The worker verifies a phone number by SMS
  2. They complete a guided, multi-step form covering personal details, contact details, an emergency contact, vehicles, licences, and medical declarations
  3. They acknowledge any assigned method statements
  4. They work through the induction content set by the host, such as slides and videos
  5. They complete any tests, which have a pass mark set by the host
  6. They sign off to confirm the information is correct

Once finished, this produces a worker profile with a QR code that the worker can use on site. Self-registration saves you entering details by hand, though you can still register and edit workers directly when needed.

What Guests Cannot Do

Your role is to manage your own organisation's workers, not to run the induction programme. Guests cannot:

  • Approve, reject, flag or deactivate workers
  • Configure induction content, tiers or tests
  • Edit other organisations' workers

Reviewing and approving workers, and setting up the induction content, tiers and tests, are handled by the project host.

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