Licence Management
Licences track worker qualifications and expiry. They link to SWMS, equipment, and induction compliance.
- Go to Administration > Licence Types.
- Click + to add.
- Select Category (Licence, Ticket, Certification, etc.).
- Enter Name and Code.
- Tick relevant options: Has Expiry Date, Has Issue Date, Photos of Licence, Is Licence Photo Mandatory.
- Optionally make the licence compulsory company-wide or by project.
Job Titles and Mandatory Licences
Use Job Titles to make licences mandatory by role.
- Go to Administration > Job Titles.
- Click + and add a title.
- Tick any licences required for that job.
- Use Options > Merge to combine duplicates.
Merging Duplicate Workers
Remove duplicates to keep clean data.
- Go to Administration > Merge Duplicate Workers.
- Choose the Employer, select both duplicate profiles.
- Decide whether to merge licence sets.
- Click Merge. This action cannot be undone.
Worker Reportable Questions
Capture custom demographic or policy questions at registration.
- Go to Administration > Worker Reportable Questions.
- Add a Title and Opening Statement.
- Add questions under Company Level or Project Level.
- Choose type (Yes/No, Select List, Number, Checkbox).
- Tick Compulsory if required.
- Save. Export results via Reports > Reportable Questions.