Maintain authorisations at a site
1. Click on
Authorisations in the navigation menu on the left.
2. Click on the site organisation name to bring up the individuals authorisation window to see all of the authorisations assigned.
Within the authorisation window individuals are able to see what authorisations have been assigned to them, when they were certified and when they are due to expire.
Individuals can also:
- View the PDF document associated with an authorisation by clicking on the PDF icon in the Definition column.
- View the proof document that the individual uploaded by clicking on the PDF icon in the Proof column.
- Complete the questionnaire by clicking on the questionnaire icon in the Questionnaire column.
- View the individuals completed questionnaire by clicking on the completed questionnaire icon in the Response column.
It is also possible for an individual to upload a supporting document or take a photo as proof for an authorisation.
- To upload a PDF document as proof, click on the authorisation name, then click the Upload PDF button. Open the file on your computer, then click the Add Proof Document button.
- To take a photo as proof, click on the authorisation name, then click the Take Photo button. Click on the Snap button to take a photo.
View all registrations at a site
Click on
Visits in the navigation menu on the left. All of the individuals registration records will be shown.
To view sign-in's that occurred within a certain time frame, use the date range pickers which are found near the top of the page above the column headers.
View a dashboard of the individuals registrations
Click on
Dashboard
in the navigation menu on the left. A line graph of all the individuals registrations will be shown.
Registrations can be shown for the last 24 hours, last 30 days or last 90 days by clicking on the drop-down field found at the top right of the page.
Add colleagues, friends or family as individuals who require authorisation to be onsite
TBA