Applicable To: Account OwnerAccount AdminContributorReader Self


TABLE OF CONTENTS



Summary 


A Role is an attribute assigned at a company and employee level which allows you to use Smartek to configure compliances, inductions to your own company or your workforce.


Roles are core to Smartek operation and they can be managed from the Smartek Home page.


Before you create your roles it is important to decide how your company wants to categorise them.

Roles can be categorised in the following ways but are not limited to the below;

  • Trade Specific -  (Electrical, plumbing, gas) 
  • Risk Specific - (Low, Medium, High)
  • Client Specific -  (Client 1, Client 2, Client 3)
  • Project/Job Specific -  (Location 1, Location 2, Location 3)


Once you have decided on this, you can begin creating your roles which will then become available in each Smartek Module (Compliance Management, Induction Management etc.) 


After this happens, you can then begin the configuring your compliances and inductions in the relevant Smartek modules.


If you are interesting in learning more about this feature for independent use, speak to a Smartek Representative now.


Create Custom Roles

1. From your Home page, select the Custom Roles tab underneath the Admin & Setup menu.

2. Click Add to create your Role.



Configuring Compliances to a Custom Role


Pre Requisites

  • Your locations have been setup and added.
  • Your roles have been decided and created.


1. Using the Navigation Icon, click on the Contractor and Compliance Module. 

 

2. From the left hand side, locate the Configure Compliances tab to begin adding compliances to the roles you have created.

3. Select the Role.

4. Click Add.

5. Select a Compliance Type from the drop-down.

6. Submit.

7. Click Apply to Location to configure your compliances to a specific location.




Configuring Inductions to a Custom Role


Pre Requisites

  • Your locations have been setup and added.
  • Your roles have been decided and created.
  • You have created your Induction course.


1. Using the Navigation Icon, click on the Induction Module


2. From the left hand side, click Configure Locations

3. Working your way from left to right, select the location and role you want to configure the course to. Your Custom Role will appear in the drop-down.

4. Click Add and select your Course. 

5. Click the Submit button to apply the configuration.




Need more Assistance?


Raise a ticket and get in touch with a Smartek representative.


https://barrington.freshdesk.com/support/tickets/new