How Do I Add a Job?
Adding a Job to the system is beneficial, as it captures all relevant details related to tasks being carried out in the workplace. It also supports compliance by allowing the necessary job-related documents to be uploaded, reviewed, and either approved or rejected.
- On the left column, click Jobs.
- Click New Job.
- Enter the Job Title, Description, Start Date and Proposed Finished Date.
- Choose the Location, Project, Project Administrator and Project Job Administrator from the dropdown options.
- Select the Company Job Document(s), Subcontractor Job Document(s), Employee Job Document(s) & Training, and Employee Job Online Training from dropdown options.
- Tick the box(es) if:
- The job admin verification is required - this means an administrator needs to approve the job documents so that they can be compliant.
- The location/project admin verification is required - this means a location or project administrator needs to approve the job documents so that they can be compliant.
- If you do not select any, the job documents are automatically approved when they are uploaded.
- Select if you need a method statement and risk assessment for the subcontractors that have been assigned to the job.
- Select the Subcontractor(s) and People from the dropdown options.
- Click Save & Submit.
- 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. job title, start and proposed finish date, locations and projects.
- 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 i.e. description, job documents and permit types.
This is required before you can add a Job:
- Set up Locations
- Set up Projects
- Set up Project Administrators
- Set up Job Documents
- Set up Subcontractor Documents
- Set up Employee Documents
- Set up Courses
- Set up Permit Types