How to check why someone isn’t compliant?

Go to >Workers > Workers List. Click on 'Clear all Filters' to view all workers or before searching for the person you are looking for in the search bar. Click the ‘View’ button next to the person profile then click the ‘View’ on table next to your Clients name.

1. Check if they have the 4 categories and a site is assigned. These areas need at least one selection before the correct training requirements are triggered.

2. If any categories are ‘Pending’ they need to become ‘Active’. Scroll to the next tabs to check Requirements, Documents and Online/Offline Training History.

Requirements table

Documents table

Outstanding = orange with message ‘On Contractors Dashboard’

Awaiting Approval = Blue alert waiting to be reviewed with message ‘Awaiting Approval’

All Documents should be:

Active = Green showing the review details

Online/Offline Training History table

All trainings should be:

P = Passed

Must Attempt = means they still need to complete the training.