Compliant = Non Compliant =
1. Go to your Workers > Worker list.
2. Type the person's name in the Search field and click Filter (or use the Enter button).
3. Click the ‘View’ button beside the person's profile.
4. Make sure the person is assigned to the Client and click the ‘View’ button next to the clients name.
Otherwise, select your Client from the dropdown list and click the plus (+) button to save, then go back to the same section to click 'View' next to your Client's name.
5. Go to the 'Compliance Profile' section on the top and make sure you assign the person the following:
- A worker role in 'Worker Category' section
- If a worker manages a plant 'Plant Category' section
- For additional documents 'Additional Document Category'
- For Project Site 'Project/Site'
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If status is Pending - requirements are not met for this category |
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If status is Active - all requirements for this category have been met |
The requirements will be related to training to be done, documents to be uploaded and approved - anything that needs to be done will show in the person's dashboard.
Note: All categories need to be active in order for someone to have a compliant status overall.
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