Project Induction Setup
Streamline project inductions by activating approval processes, selecting notification recipients, and uploading key documents. This enhances safety compliance and communication, c
Streamline project inductions by activating approval processes, selecting notification recipients, and uploading key documents. This enhances safety compliance and communication, creating an efficient induction experience.
Step By Step Guide
- Click "Site Management" on the Plexa Dashboard
- Click "Safety Management" on the Site Menu
- Click on "Personnel", then click on the Settings Icon
Tip: To enable Personnel Induction approvals, switch on the Induction Approval feature by clicking the blue toggle
-
Choose a "team member" to receive notifications when new personnel join your project.
-
Upload any induction presentation or project-specific documents for personnel to review during their site induction using "Drag & Drop or Browse" Option
-
Select "forms" for personnel to complete during induction. Forms uploaded in the Forms Module within Site Management will appear here.
-
Print the "Site Induction & Visitor Registration" QR Code Posters and
post to the Site Shed.
Print the "Sign Into Site" QR Code Posters and post to the Site Shed.
-
Click "Save"
Video Tutorial
For a visual guide, watch the video tutorial below