The article provides step-by-step instructions for managing licenses, job titles, and worker reportable questions in an administration system. It details how to add or edit licenses and job titles, including setting priorities and mandatory requirements, and how to create and save reportable questions with various response types and export options.
Add a new Licence
- Go to Administration > Licence Types
- Click the blue + symbol
- Select a Category (Licence, Ticket, Certification, etc.)
- Enter Name and Code
- You can choose to make the license a priority, locking to the top of your licenses list screen
- If required, you can make the license Compulsory for all or some regions and/or projects
- Apply the relevant License Attributes
- Click Create
Edit existing Licences
- Go to Administration > Licence Types
- Select the license you would like to edit
- Make all the changes and updates required
- Click Save Changes
Add a new job title
- Go to Administration > Job Titles
- Click the blue + symbol
- Give the job title a name
- Where required, tick any certifications, licences, tickets, etc that you want as mandatory
- Click Create
Edit existing job titles
- Go to Administration > Job Titles
- Select the job title you would like to edit
- Click Options > Edit
- Make all the changes and updates required
- Click Save Changes
Worker Reportable Questions
- 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