How Do I Add an Access?
An Access may be required to ensure internal and external people are following health and safety procedures to ensure safe access to certain areas in a workplace/site.
- On the left side menu, click ‘Access’.
- Click ‘+ New Access’.
- Does the user belong to the system or is it external - depending on the option you select; different dropdown options will appear that will be relevant to what you select.
If you select 'Visitor':
- Enter the Name, Email, Phone number, and Position.
- Select who the visitor will be meeting with from the dropdown options.
- Choose a Location from the dropdown options and enter a proposed date.
If you select 'Subcontractor Employees':
- Select the Subcontractor, and the Subcontractor’s People from the dropdown options.
- Choose the Location and enter the proposed date.
If you select 'Direct Employees':
- Select the Employee (you can select multiple).
- Select the Location from the dropdown options and enter the proposed date.
- Click ‘Save Changes’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work.
This is required before you can add an Access:
- Set up Administrators
- Set up Employees
- Set up Locations
- Set up Subcontractors
- Digitise your Pre-Approval Form
- Digitise your Check in Form
- Digitise your Check out Form