How to Create an Account Induction

Learn how to create an Account Induction

 

 

Please watch the following video on how to create Inductions on a basic level:

 

Creating Inductions (6:45)

 

Please also scroll down this article for further information...

 

 

How to create an Account Induction

 

Inductions side menu

 

 

To create an induction click on the Induction tab on the main menu.  This will take you to the Induction menu.

 

 

 

Click on Add Induction

Add induction button

 

This will open a new dialog box where you can enter the name of the induction and any other relevant information in the free text dialog box.

 

(NOTE: the information entered in the free text dialog box does not show on the Induction).  Once complete click on Save.

Save INduction

 

This will create your Induction.  Now you can add modules to your induction by clicking on Modules on the right-hand side of your screen.

 

Inducton modules

 

Now click on Add Module.

 

Add module

 

The below dialog box will appear.  Enter the module name in the Module Name field and contents in the free text dialog box below.  Once complete click on Save.

 

Each module will display based on its ID #, which are generated based on the date and time they were entered into the system so you will need to make sure that when you log each module that you do it in the sequence you want them to appear in.

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Course Module Form

You can add a Sub-section to each Module by clicking on Sub-sections.

 

Sub Sections

 

Now click on Add Section.

 

Add section

 

Each section will display based on its ID #, which are generated based on the date and time they were entered into the system so you will need to make sure that when you log each section that you do it in the sequence you want them to appear in.

 

image-png-Sep-20-2023-04-33-48-9469-AM

 

The below dialog box will appear.  Enter the section name in the Section Name field and contents in the free text dialog box below.  Once complete click on Save.

 

Hazard Section Form

 

You can also choose whether or not the Sub-section is in Published or Draft format.  If in draft format it will not be visible to anyone completing the induction.  The default setting is Published.  To change to Draft click on the down arrow on the right-hand side.

 

Induction - published

 

This will open up a dialog box which gives you the option of Draft or Published.  Click on the relevant option.

 

Induction - draft

 

This new sub section will then appear in your Sub Sections list for that particular Induction. If you need to go back to the Modules or the entire Induction itself then just click the Modules or Inductions links as seen here.

 

Inductions modules selector

 

If you need any further help or have any questions please contact the support team by email siteconnectsupport@sitesoft.com or Ph: 0800 748 763