How Do I Add a Job?
Adding a Job to the system is beneficial as it includes all the details relevant to jobs being done in the workplace. It also ensures compliance as the necessary job documents can be uploaded and approved or rejected.
- On the left side menu, 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 Documents, Subcontractor Job Documents, Employee Job Documents & Training, and Employee Job Online Training from dropdown options (you can select multiple).
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 Subcontractors and People from the dropdown options (you can select multiple).
- 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