For safety, compliance, and a myriad of other reasons, you may want to manage documents and induction forms between your company and other entities. The Documents module will allow you to do just that. You can create different optional or required document types for Users, Contractor Companies, and Inductees.
This is a Premium module available on Premium Plans only. If you wish to access this feature on other plans contact our support team.
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How to Access the Documents Section
Log on to the Sign In Point dashboard.
Click on the Documents icon on the main navigation bar.
From here you can access Overview, Documents Settings, and Induction Forms.
The overview screen displays a list of all documents and their status with options to filter and view.
The Document Settings screen is where you can see a list of document types as well as the option to create a new type.
Documents for Users
Documents can be assigned to Users, and they can be marked as required for specific group(s).
Documents for Contractor Companies
Documents can be assigned to Contractor Companies and marked as optional or required.
Documents for Inductees
Documents can be assigned to Inductees (Contractor Company Employees) and marked as optional or required.
The induction forms screen is where you can view a list of different induction for types along with the option to create new ones.
Induction forms hold customizable workflows similar to those used by the QR-code Sign In Points.
For more information get in touch with your support team.