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How to create an Induction Group

This guide will show the user how to create an induction group.

    1. You will need to have created stages for your induction beforehand. If you haven’t done this and are unsure how to create a stage, please refer to the guide. 


    2. From the Contractor module, use the left-hand navigation panel and click ‘Workflows and Inductions’.  



    3. Then click ‘Induction Groups’. 



    4. This will take you to a list of your currently available induction groups. To create a new group, click the plus symbol in the top right corner. 

    5. You’ll then be taken to a new page where you can begin building the content of your induction. Start by giving the group a name. 



    6. Next, add stages to the workflow. In the box labelled ‘Available Stages’, click the plus symbol next to the stage you want to include. 

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    7. The selected stage will move to the middle box labelled ‘Stages’. Here, you can adjust the order in which stages appear using the arrow icons. The top stage will be shown first to the contractor, followed by the others in sequence. 

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    8. You can remove individual stages by clicking the recycle bin icon. To remove all stages, click the topmost, darker coloured, recycle bin icon. 

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    9. Once you're finished, click the green save icon to save your induction group. 

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