Setting up sites, users, workers, inductions and gate hardware.
How do I add a new site?
Administrators create sites on the Manage Sites page. Give the site a name, the client or company it belongs to, the address and postcode, and optionally a logo. The postcode is used to work out travel distances for carbon reporting, so it is worth entering accurately.
How do I invite a user and give them the right role?
Site Users Management invites people by email address and assigns their site role. The site roles are site manager, gateman, security guard, traffic marshall and supplier, and each one opens a different set of modules. Platform-level administrators are managed separately and can see every site.
What can each site role do?
A site manager runs the site: workers, inductions, deliveries, compliance and settings. Gatemen and traffic marshalls work mainly with gate and turnstile control and deliveries. Security guards cover access monitoring. Suppliers book and track their own deliveries. Everyone only sees the site they are assigned to.
How do I add workers to a site?
Add workers one at a time on the Workers page, including name, company, trade, contact details, CSCS or ECS card numbers and expiry dates, and whether they are a first aider or fire warden. Bulk import is available in Site Maintenance with a CSV file, and workers can also be pulled from a gate terminal and reviewed before they are imported.
How does a worker complete their induction?
Send the worker their induction link. The induction collects their details and emergency contact, records their data consent, plays the site induction videos, checks understanding with a quiz and takes a photo. When the steps are complete the worker record is created automatically with the induction marked as done.
Can I require the video and quiz for walk-in inductions?
Yes. A site setting controls whether walk-in workers must watch the induction video and pass the quiz before their induction counts as complete. With the setting off, a walk-in induction can be finished more quickly on the gate.
How do I set up a turnstile?
Add each gate terminal on the Terminals page with its network address, port and credentials. Then create a turnstile group and assign one terminal as the Entry unit and one as the Exit unit, so the app records direction correctly. Test the connection and sync the terminal before relying on it.
How do I assign a proximity card to a worker?
Use Read Card on the worker or visitor record and present the card. The card number is saved against that person. The first swipe after assignment is ignored so enrolling a card does not create a false entry in the access log.
How do I control when a worker can get in?
Each worker has an access schedule, either the standard Monday to Saturday 06:00 to 19:00 pattern or 24 hour access, plus the option of temporary 24 hour access until a set date. Expired CSCS or ECS cards, or a red card, stop access until the card is renewed or the matter is resolved.
How do I stop someone entering site immediately?
Issue a red card on the Disciplinary page or revoke the worker's access on their record. The app then removes their face and card access at the gate. Their details are kept for a short grace period so access can be restored once a dispute or renewal is settled.
How do I hide parts of the app for a site?
Site Settings has switches for the Compliance Monitor, the Remote Screen pages and the Deliveries pages. Turning one off removes it from the menu for everyone except platform administrators. The Terminals and Induction areas can also be password protected on shared devices.
How do I keep on top of certificate expiry?
Add certifications to each worker record with their expiry dates. The Expiring Certifications page lists everything due to lapse, and the site's compliance summary flags documents that need attention so renewals are not missed.
How do I manage delivery resources and restrictions?
Delivery settings let you block dates when no deliveries are accepted, record banned vehicle registrations, and manage the resources a delivery might need, such as crane slots and forklifts. The delivery calendar shows what is already booked on each day.
Can I back up or move a site's data?
Site Maintenance can export a site's data and import it again, which is useful for moving between sites or keeping an offline copy. Treat import as an addition rather than a merge, and export before making large changes.