Now that you have a site orientation QR code being used out in the field you can start to leverage the data to give you visibility into who has and has not completed their orientation on any given site. There are currently three ways to view this data, all of which are outlined below.
Company Level View
⚠️ Note: This workflow is only available to users set to a Full Access role. In this view you can only see workers whose status is either In Progress or Completed.
Click Orientations on the left-hand navigation bar and then select the orientation you would like to view
Use the search bar to find a specific individual or use the filters to pull up a list of people bases on company name or orientation status
Clicking on an individual worker from the list will open a dialog box displaying more details of their orientation. Here, you can learn what (if any) elements of the orientation they need to complete in order for their orientation status to be marked as completed. Clicking on the eye icon will take you directly to that complete object when applicable (ie. completed forms, signed documents etc...)
Site Level View
⚠️ Note: This workflow is available to users set to Site Access roles in addition to Full Access roles. In this view you can only see workers whose status is either In Progress or Completed.
Click Sites on the left-hand navigation bar and then select the site you want to view
Now in the site view, click Orientations on the left-hand navigation bar and select the orientation you would to view. Clicking on the orientation will open up the exact same view you would see when viewing from the company level (see above)
Site Workers View
⚠️ Note: This workflow is available to users set to Site Access roles in addition to Full Access roles. In this view you can only see workers with all statuses including Not Started, In Progress and Completed.
Click Sites on the left-hand navigation bar and then select the site you want to view
Now in the Site view, click Workers on the left-hand navigation bar.
Here you can use the search bar and filters to easily view the orientation status of specific worker. If you would like to dive deeper into the orientation status of a particular worker, click on their name
Now in the worker profile, navigate to the Orientation tab and click on the orientation to open up a detailed view of the orientation workflow
This will open a dialog box displaying their status for each of the items in the orientation. Clicking the eye icon for any completed item will take you directly to that object (form, document etc...) if applicable