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- From the Contractor module, use the left-hand navigation panel and click ‘Workflows and Inductions’.
- Then click ‘Induction’.
- This will take you to the ‘Inductions List’, this is an overview page of all currently created inductions. To create a new induction, click the plus symbol in the top right corner.
- You can now begin creating the induction. Start by entering the name of the induction in the ‘Name’ field.
- Beneath ‘Name’, you can add a description using the ‘Description’ field. This field is optional.
- The ‘Answer Type’ section allows you to set how long the induction will remain valid. Use the dropdown menu to specify the duration.
- The Ensure Completion tick box controls whether the induction is skippable. If it is ticked, the contractor will be required to view and complete the induction. If it is unticked, the contractor can complete the induction without viewing it.
- You can add induction groups to the main induction by selecting from the leftmost box labelled ‘Available Groups’. Click the plus symbol next to a group to add it.
- To change the order in which the groups appear, use the up and down arrow icons. The topmost group will be shown to the contractor first.
- You can remove individual groups by clicking the recycle bin icon. To remove all groups, click the topmost, darkest recycle bin icon.
- Once you’ve finished creating the induction, click the green save icon in the top right corner to save it.
- From the Contractor module, use the left-hand navigation panel and click ‘Workflows and Inductions’.