1. From the home screen in Cerely, click on the Personnel tab from the Cerely main menu
2. Select the Personnel profile you would like to update
3. From the left-hand menu, click on Qualifications & Experience
4. Click on Inductions and then the + Add button
5. In the pop up window add the details and information for the induction
Complete the following fields:
| Field | Description |
|---|---|
| Client | Select the Client the induction relates to. |
| Site Name | Select the Site where the induction is required. |
| Induction Name | Select the induction from the dropdown menu. |
| Personnel | Select the personnel member completing the induction. |
| Induction Date | Enter the date the induction was completed. |
| Expiry | Select either Valid For to specify a duration or Custom Expiry Date to enter a specific expiry date. |
| Valid For | If selected, choose the length of time the induction remains valid (e.g. 12 months). |
| Custom Expiry Date | If selected, enter the exact expiry date for the induction. |
| Enforce Expiry | When enabled, personnel cannot be rostered to Sites requiring this induction once it has expired. |
| Never Expires | Enable this option if the induction does not expire. |
| Upload Induction | Upload a copy of the completed induction certificate or supporting documentation. |
The Enforce Expiry setting can be toggled On or Off.
- On – Personnel cannot be rostered to a Site requiring this induction once it has expired.
- Off – The induction expiry date is recorded for reference only and will not prevent personnel from being rostered.
7. Click on the Save button
The induction will now be recorded against the personnel profile.