Induction & Training

• Level 1 users can view saved PDFs only.
• Level 2 users can view only their own saved Competency Register and External Training PDFs. They cannot open or complete the live induction/training forms.
• Level 3 users can open and complete Inducting Workers, Competency Register, External Training, and Training Chart records, upload documents, create PDFs, and approve inductions.
• Level 4 users can delete saved records and PDFs.
• Level 3/4 users can use Create your own induction checklist to build company induction templates. Saved templates appear under Personalised Inductions; Open starts a new induction, Edit changes the template, and Delete is Level 4 only.
• Editing or deleting a template does not change inductions already saved from that template because each induction keeps its own checklist snapshot.
• Training Chart PDFs and Worker Records are separate database sections that can be opened or closed.
• Saved records are currently shown By Worker only.
• Tick Hide workers without records in the worker-list header to remove workers who do not currently have any visible induction or training records.
• Click a worker row to expand their saved records.
• Inductions can show Pending, Draft PDF, or Completed depending on the form status.
• External Training and Competency Register PDFs only show after pressing PDF on those register pages; pressing Print only opens the browser print dialog and does not save to this DB.
• Uploaded Word, Excel, and PowerPoint files show View and Download. Other files show Open only for Level 3+ users.
• Use the search box to find a worker, site, induction, certificate, training record, status, or uploaded document.
• Use the record-type and sort options to narrow the worker list without affecting the saved records.
• Deleting is permanent and removes the file record. Level 4 can delete saved records.