Online Induction >> Online Induction Tutorials

Companies Area: Setup trades as a dropdown on registration

Companies Area: How to setup trades as a dropdown

 

Firstly log in to your administrator account of your dedicated Online Induction Portal

Click "Companies" in your central admin dashboard, this will bring you to the Manage Contracting Companies area.

Whilst in this screen click the "Option" check box below the Register companies link.


By default this will be set as a text field available on the registration page of new Company Representatives.

You can optionally set this as a predefined list of options by clicking the  "setup/manage trades as a dropdown" to activate this feature.




Once activated you will be taken to an option to predefine your trades by either bulk import or by entering each option individually, categorised by Risk level types - Low, Medium and High.

Now the company registration screen includes a drop down function for Primary Trade instead of an open text box. Your users will be able to select from your defined options set up within the trade area.

To deactivate this functionality please contact Work Metrics support.




 
  • Create the induction types first
  • Enter in the steps you want per induction type
  • Upload or create content per step
  • Create notifications
  • Link to your portal from your website
  • Tell your users to register
 


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