There are several ways to locate a worker to upload training records to their profile:
From the home screen, search for their name in the search bar and click on their name
Click on the relevant company to display the list of workers
Select 'Workers' option to the left
2. You can either click 'Scan training' or the "+" sign at the top right:
3. You can either drag and drop or click to select a file from your file explorer via desktop
On a mobile device (smart phone, iPad, or tablet), you have the option to take a photo, select from photo library, or files saved on the device.
4. Once a document is uploaded, you will have the option to upload a 2nd page/back of Site Safety identification, or any training document applicable.
Note: Kindly make sure that the second document/image is relevant to the first one. To ensure proper tracking of expiration dates, avoid uploading multiple documents in a single session.
5. Click 'Proceed' to successfully upload the document.
6. The system will attempt to extract the identification number and expiration date. You have the option to 'SKIP' if you prefer to enter the information manually.
7. Double check that the information was extracted correctly. Enter the training type (SST, Osha, Safepass, CSCS, ETC.)
If there is no expiration date, check the 'No expiration date' box
8. Select 'Add Training' to save