How Do I Configure a Job Document?
Job documentation reflects the company’s compliance requirements. Job documents can be created within the system without limitations and are configured and monitored at various levels. The Job Settings functionality provides options for configuring and managing job documentation.
Adding Job Documents to the system can be beneficial as it can be applied when creating a job. A Job Document can help in ensuring compliance as you have multiple options to apply all the necessary files are uploaded, forms are filled and/or employees have successfully read and receipt documents.
Job Document types include:
- Subcontractor Job Documents – Standard documents required from all subcontractors.
- Employee Job Documents – Documents specific to employees.
- Employee Training Documents - Documents specific to employee training.
This article includes step-by-step instructions on how to configure a Job Document.
- On the left side menu, go to Settings and click Job Settings.
- Click +Create new Job Type.
- Enter the Name and Description of the document.
- In the SSWPs section, tick the box if you wish to make SSWPs required for the job.
- If this box is ticked, a dropdown will appear where you must select the SSWP Type(s) from the dropdown options.
- Tick the box if you wish to create a SSWP for every Subcontractor.
- Tick the box if you wish to create an Internal SSWP.
- In the Document Requirements section, select the Subcontractor Job Documents, Employee Job Documents & Training and Employee Job Online Training from the dropdown options.
- Click Save & Submit.
This is required before you can add a Job Document:
- Configure SSWP Types
- Set up Subcontractor Job Documents
- Set up Employee Job Documents
- Set up Employee Training
- 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 i.e. Name, description, document type and expiry dates.