After setting up a Worker's profile, you may need to make updates. This could be necessary due to changes in their job responsibilities or other criteria from your Client. Start by following the initial three steps, then proceed with any of the relevant functions detailed in the guide below:
1. Go to your Workers list.
2. Open the person's record by selecting the View button next to their name.
3. Select the Compliance Settings tab on the top right of the screen. Select the Manage button next to the relevant Client.
Add or Remove Worker roles
4. Assign a role by selecting from the Worker Categories drop-down, then select Assign Worker Categories to save.
5. Removing categories can be done by selecting the Unassign button.
Add or Remove Sites
6. Assign a Worker to a Site or Project in the Sites table. Select any applicable from the drop-down list then select the Assign Sites button to save. Removing Sites can be done by selecting the Unassign button.
Add or Remove Plant & Vehicle Operator Roles
7. If the Worker operates plant and your Client uses Plant & Vehicle Categories, these can be assigned under Plant & Vehicle Categories. Choose from the dropdown list and select Assign to save.
8. Removing Plant & Vehicle Categories can be done by selecting the Unassign button.
Some Clients manage Plant Operator roles in Worker Categories instead of the Plant & Vehicles Categories. Please confirm with your client if you are unsure about what to select.
Add or Remove Additional Documents
9. Assign extra documents in the Additional Documents area. Choose from the list and select Assign Additional Documents.
10. To remove the selection, select the Unassign button.
Unassign a Worker from a Client
11. To remove a Worker from a Client, navigate to the persons profile.
12. Open the client view for that worker.
13. Select the Unassign Worker from Client located at the bottom of the page.
14. Select Continue from the pop-up to proceed.
Re-assign a Worker to a Client
15. In the worker list, select View next to the person’s name.
16. Navigate to the Compliance Settings tab and select the client from the Assign Worker to Another Client area.
17. Select Assign Worker.
Note: When a worker or admin shows as licence expired, the system will prompt you to renew or upgrade the licence before proceeding. See the Renewing a Licence guide for assistance.