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Advanced Contractor Management - Creating an Access Template
The following article details Advanced Contractor Management (Access Levels), it is advisable that you use
instead, which is a straight forward, easy induction process.
for an article explaining Permits.
Navigate to the
Access> Access Templates
To create a new Access Template,
click on the
Add the necessary details into the corresponding boxes and select
icon will delete the Access Template.
Navigate back to the
page, refresh the page and the new Access Template will appear.
Click on the
icon to edit the Access Template and add inductions, permits and/or insurances.
there must be at least one Access Template before you can add an Access Level.
Setting up Inductions/Permits/Insurances
To add new inductions, permits and/or insurances click on the
Add the necessary details into the corresponding boxes.
and/or upload a PDF document, if required.
The permit will appear in the
To edit permit details press the
icon, select the
icon to view the PDF document or the
icon to delete.
Adding an Access Level
Navigate to the
Access> Access Levels (By Template)
To add an Access Level select the
for the level to be linked to, from the dropdown menu.
Add the relevant information into the corresponding boxes.
, then go to the
Access> Access Levels
tab to view the new access level.
The next step is to
Create an Access Level
Updated: 13 Nov 2018 07:59 AM
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