When you are assigned a form, that form can now be Approved or Approved for additional work to be done. Here you will learn how to sign off the work once it has been completed. If the PCBU or Production owner approves a Form that you have completed/submitted that requires…
Here are some things you will need to know when assigning Forms to Users Assigning Forms to Connected Network Auto assigning Forms to everybody in your connected network can be done by ticking the Automatically Assign this Form to users in your connected network option within the Form Settings page….
Learn how to change your username, email, password and employer via the SetConnect Web Portal Please watch the following video on how to change your log in credentials (1.23) Read on for step by step instructions … How to change your username and/or email address Go to the Profile button…
Learn how to complete an Account Induction in the Web Portal Go to the SetConnect Web Portal https://app.setconnect.com/ Click on Dashboard Scroll down until you come to Inductions Any Inductions that have been assigned to you will be displayed here. Click on the Induction you want to complete. Click on each of the Modules/Sections, read…
Here you will learn how to upload Documents to your SetConnect account through the Web Portal In your SetConnect web portal go to the Templates drop down on the left hand side menu, then select the Documents option Then click Add Folder on the following screen. From here you will have to type in the…
Here you will learn how to create and manage your Hazardous Substances list within SetConnect Creating Hazardous Substances Records: Within the SetConnect web portal, go to the Templates drop down on the left hand side, then select the Hazardous Substances option From here select + Add In the Hazardous Substance Form that appears, you will be able…
Here you will learn how to view responses to your Forms that you have assigned to your Users Viewing Responses You can see all of the forms that are NOT Templates and review their responses from this menu. To access this, just click the Assigned Forms option on the left hand side under the Forms dropdown….
In the Forms feature, you can now approve Forms that users have submitted and allow them to tick off when the related external work to this Form has been completed. Approving a Form To approve a Form that has been submitted by any user, go to the Assigned Forms menu on the…
Here you will learn how to access and complete Form Templates from the mobile app that have been set up for you to complete by your employer Selecting a Template & Production/Location The easiest way to access a Form Template is to click the ‘+’ icon that can be found at…
If your Department or Contractor has informed you that they have completed their pre qualification you can go in and review the documents they have uploaded. Reviewing and Assessing a Pre-Qual Request To do this, go to Contractors on the left hand side of the administrator web portal. Then click…
