To add or remove worker roles, worker competencies and additional documents follow these steps:
1. Click on the ‘Workers’ tab to enter your worker list.
2. Open the persons record by clicking the ‘view’ button beside their name.
3. On the top right of the screen is the ‘Clients’ table. Click the ‘view’ button next to the relevant project/client.
4. Go to 'Compliance Profile' section. To assign a worker category select a suitable one from the drop down list and click the button to save. To remove categories click the minus button.
5. For a worker who manages plant, scroll down to 'Assign Worker Competencies' select the proper competency from the drop down list and click the button to save. To remove competencies click the minus button.
6. For additional documents go lower to 'Additional Document Requests' field select the document from the drop down list and click the button to save. To remove click the button next to it.