View and Export
- Go to Personnel > All Personnel
- Select a worker
- Use the Download menu:
- Export PDF of full profile
- Export QR Code linked to worker profile
Acknowledge License Updates
- Workers who update License info will show an orange badge icon
- Click on the worker > review update popup
- Click View Confidential Data, enter reason
- Confirm changes to clear icon
View JHA Assignments
- Scroll to Associated JHA section
- Shows signature status and method
To assign new JHA:
- Go to a worker’s profile and select Options > Edit
- Scroll to Associated JHA
- Select JHA and signature method:
- Assign only
- Assign and send notification
- Assign and capture signature now
Track Worker Compliance
View Expired Licenses
- Go to Personnel > Expired Licenses
- Or Expired Licenses In Use (if linked to active equipment)
Sort Personnel by Status
- Go to Personnel > All Personnel
- Use Filter to search by:
- Approval status (e.g. Approved, Awaiting, Invalidated)
- Flagged status (Project or System)
- Orientation/test status (e.g., Complete, Incomplete, Invalidated, Failed)
- Employer
- License
- Export filtered list to spreadsheet by selecting Download > Spreadsheet