Interactive Tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **|
1. The first step is to open MyPass and click Projects.
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2. This is a resource request of the client. It is indicated by the lock icon beside the project name and the no fill project icon.
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3. Click the resource request to open.
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4. Click the role name and the number of Personnel requested by the client.
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5. Click the filter icon to show all of the Personnel in the portal.
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6. Click the checkbox beside ignore personnel classification to display all of the personnel regardless of their classifications.
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7. To choose a Resource Pool, click All My Personnel dropdown. All My Personnel will show all the personnel across the resource pools in the portal.
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8. To show only the Personnel in a specific Resource Pool, click the pool name such as Onshore Personnel.
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9. The list of personnel is displayed with the percentage match to the role requirements. Click the Percentage % box to view the complied and missing requirements.
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10. This is the list of the Mandatory Requirements. Green ✔ - Compliant Red❌ - Missing Red ✔ - Not Compliant for the project (it will expire during the project as per the client's matrix requirements).
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11. Click the Personnel's name to open their profile on the side.
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12. This is the Personnel's profile to view, update, and add certificates, tags, and other info. Click X to close.
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13. Hover to the side of the Personnel to be accepted and confirmed to this project.
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14. Click the ellipsis icon.
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15. Click Confirm.
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16. This is the Posting role details of the project. Update the details where necessary.
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17. Click Next to proceed.
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18. Click the message field and input an optional message to include in the notification email.
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19. Click Notify or Don't Notify as preferred. Notify will send a notification email to the individual about the project role and update their calendar. Don't Notify will not send a notification email to the individual but will update their calendar.
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20. The selected Personnel is confirmed. Click Confirmed bucket to view.
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21. Client will now have visibility over confirmed Personnel.
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22. To undo the Personnel from confirmed, click the ellipsis icon.
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23. Click Undo Confirmation. This will remove the client's visibility over the Personnel and unfill the resource request.
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24. That's it. You've now confirmed Personnel and accept a client resource request!
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