Once that you have a Requirement List ready, assign it to the appropriate Passports to add the item’s list to each Passport as requirements. Requirements will be ready to be updated with the required document and validity dates.
For contractor Passports, Documents already in the Passport will automatically be accessible for approval (learn how below).
Left menu: [Module] ⇒ Top sub-menu: Passports
From the Passport table
- Check the selection box of the Passport.
- Check multiples Passports to batch assign the requirements.
- Click the blue Assign Requirements button in the header section.
- Your list of Requirement Lists will be displayed in a pop-up window.
- Select the list(s) you want to assign and click Save.
All the requirements in the selected list(s) are now added to (1) the Requirements section of each selected Passport and (2) to your Tracking List (repeated for each Passport).
From a Passport
- Click open the Passport.
- Click the blue Manage Requirements button in the header section.
- Your list of Requirement Lists will be displayed in a pop-up window.
- Select (or remove) the desired list.
- Repeat for more than one list.
All the requirements in the selected list(s) are now added to (1) the Passport(s) and (2) to your Tracking List with the name of the worker).
💡 Good to know
- Documents submitted by a user who doesn’t have the approval authority (workers, contractors…) will ne to be approved to fulfill your diligent responsibility (learn how below).
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