| Only Full, Region & Project Admin users can perform this setup. |
To Set Up Orientations on a Project-Level
Select your required project from the Company Overview drop-down in the top right-hand corner
Select Project Settings > Orientation Settings (Please note: Project-Level Orientations can also be managed by Company Admin User under Administration > Orientation Settings)
Once on the 'Orientation Sections' page > Select the blue '+' button in the top right-hand corner of the screen. This will enable you as a user to add a section to the Orientation process.
Section Details
The system will automatically select the Enable Orientation Section tick box.
Note: It is recommended when creating an Orientation that this box is checked, as disabling it will make the section not visible for a worker who is completing their Orientation. Disabling is helpful for quickly removing/editing a problematic or outdated section.
When completing the Name of Section, we recommend making it a clear name that is easily recognisable to users, i.e. Site Safety Orientation.
Insert at Position: If you have more than one Orientation setting, this will put them in the order you'd like the Orientations to be completed.
Test Settings
Within each Orientation Section, the user has the ability to add a Practical Test (explained later in - Orientation > Adding Questions (Practical Test) To A Section). The Test Settings area configures these settings for each section.
The # Questions to Display field sets the amount of questions you wish to be displayed to the user.When the number is set to less than the total number of questions, a random selection will be used.
Note: Questions will be shown at the end of the Orientation, after any media (slides, videos etc). Where there is no available media associated to the section, the questions will be presented up front.
Enter into the field # Questions Correct to Pass the amount of questions the user will successfully answer correctly, for them to be allowed to continue or finish the process.
Enter into the field # Attempts Allowed to Pass Test the amount of times a user can unsuccessfully meet the requirements set out in the above mentioned Questions Correct to Pass.
Example settings: the user is required to answer all of the random questions correctly, and is only able to have 1 retry, the settings would be:
Questions
Note: Questions can be added to a section that does or does not contain any media material (presentation slides or videos.)
Navigate using the left hand menu > Project Settings > Orientation Settings.
Locate the section you require and select the cog on the right hand side > Edit Questions from the drop down.
There are two choices for the type of question to be presented to the inductee:Multiple Choice
True/False
Enter the question that you wish to be presented to the inductee into the desired question type.
When creating a Multiple Choice question, input the desired answers into the Answer Text boxes. If you are wanting to present less than 4 options to the inductee, simple leave one or more fields blank. Ensure the Correct Answer tick-box is selected in A to D
When creating a True/False question, ensure the Correct Answer tick-box is selected in A to B.
When you have finished entering in the details relating to your question select +Add Question button.
Continue to add all the required questions making sure to select +Add Question each time. Questions can be deleted at any time by selecting the Delete Question button next to the corresponding question.
When you have finished setting up the questions and answers for the relevant section, you can select the 'back button' located to the left of the title of the page 'Orientation Questions for Section ..', this will navigate you back to the Orientation Sections page.
When viewing the section in the 'Orientation Sections' overview page, the number of questions associated should now be visible for the column title Questions.
Excluded / Included Employers
Within Orientations, you have the ability to limit the Employers that will or will not see each section. This is used most when the section is for a specific audience i.e. Exclusion Zone Entry.
By default, this is set to all Employers seeing the section.
The Excluded Employers is best used when there are only a handful of Employers that need to be excluded from the Orientation Section. Expand the Excluded Employers list and check each of the Employers that ARE NOT to see this section of the Orientation.
The Included Employers is best used when there are only a handful of Employers that are to see this Orientation Section. Expand the Included Employers list and check each of the Employers that ARE to see this section of the Orientation.
Checklist
A Checklist can be created for each Orientation Section to advise the user of any Checklist protocol associated to the specific topic. For example, for an Exclusion Zone Entry section, the user would be shown the Exclusion Zone Permit checklist.
Checklist Can be made in ADMINISTRATION > Orientation Checklist Types > Create
Submit Details
Once all the setting have been configured for the section, select the Create button, to create the section in the system.
The section that was configured should now appear on the Orientation Sections pag