Use templates to standardise your induction forms and make the creation process simpler for your site teams.
Who can create and edit Induction templates? Users with Company Administrator access.
Induction templates are created at the company level, on the main dashboard/home page of the web panel (not inside a project).
1. Click on the Induction tab at the top
2. Find the second table named Site Induction Template (not Company-Wide Induction, find out more about this worker completes once, copies to all projects type of induction form here).
3. Begin building your form. If you have Roles created, you can select the Roles to share the form with at the beginning of the template.
4. At the end, click Publish and your Induction template will be saved and available for Sites to begin using at the basis of their site induction form.
5. See how Site Managers can create their site specific induction forms here.
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Click here for more on Induction forms.