- When should I set up my Records requirements for Companies and Workers?
- How do you invite a new Contractor Company (when there is no Procore integration)?
- How to onboard Individual Worker (no Procore integration)?
- Do I have to invite companies when I have a Procore integration?
- How to onboard Individual Workers with Procore integration?
- How do I set up Records for contracting companies?
- How do I add or edit an induction for a site?
- What induction file format options are there?
- Can I have different induction content for each user type?
- Can I have a corporate level induction that is applied to all sites and for all users?
- How do I enable the induction/s for a site?
- How do I set or update the induction validity period?
- What is the Policies features?
- How do I add a policy to the system for all users to view and acknowledge (a global policy)?
- How do I add a policy to view and acknowledge but only for a certain site not all sites (a site specific policy)?
- Can I have a policy that is shown for all site visits but also one for a particular site (a global policy and a site-specific policy)?
- How do I de-activate or re-activate a policy?