Interactive Tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **|
1. The first step is to visit the Personnel Dashboard and click the All My Personnel dropdown.
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2. Alternatively, select the appropriate Resource pool.
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3. Select Scaffolders.
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4. You can assign positions individually or in bulk. Let's start with individually. Click Personnel name.
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5. Click Assign to view position options.
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6. Select the Skills Matrix that will be used. If you only have one matrix associated to the pool this step is skipped.
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7. Click the preferred matrix.
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8. Select the Position that will be assigned to the personnel. Personnel can be assigned more than one position.
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9. Click save.
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10. The level of compliance can been seen against the matrix from the percentage figure. All workers need to have a position assigned and be 100% compliant.
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11. The position requirements can be checked by clicking on the percentage next to the role. If the position has been assigned. Click on the % to get more details on what the requirements are.
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12. Green Tick: Document uploaded and verified. Red Cross: Document not uploaded/ Expired/ Rejected/ Not verified. Red Tick: Document uploaded and verified but validity period set in the matrix has lapsed.
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13. To bulk assign, select the preferred personnel to assign for the role.
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14. Click highlight.
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15. Click highlight.
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16. Click highlight.
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17. Click More.
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18. Click Assign Compliance Positions.
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19. Select a matrix.
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20. Scroll and click highlight.
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21. Click Next.
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22. Click highlight.
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23. Click Save.
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24. The Position has been added.
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25. To un-assign position, Select Assign.
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26. Click the appropriate matrix.
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27. Untick the position that needs to be un-assigned.
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28. Click Save.
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29. That's it. You've now assigned and un-assigned a compliance position.
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