Build an induction
Screens of text, pictures, video and PDFs, with questions, signed at the end.
What this is for
An induction is a set of screens people go through in order, on their phone, and sign at the end. They can't skip ahead, videos have to play to the end, and a question has to be answered right to move on. New starters get theirs automatically, and a contractor or visitor can do one from a link without a login.
What is on this screen
Each part of the screen above, top to bottom, and what changing it affects.
Inductions list
- New induction · My inductions
- Name a new induction and open it to add screens; My inductions is your own list.
- Active · Overdue · To do · Done this month
- Live inductions, people past their due date, people given one but not finished, and how many signed this month. Click to filter the table.
- Inductions
- Each induction, who it's for, its version, and Not live yet, Switched off, overdue, to do and done counts.
- Who's done what
- Everyone given one: Not started, In progress, Done, Overdue or Cancelled, when they signed and on what device, and wrong answers on the way. Visitors' rows have New link, Email a new link and Stop link.
Building one
- Add a screen: Text · Picture · Video · PDF
- Up to 60 screens. Each has a heading, the file, and text. Pictures up to 20 MB, videos up to 250 MB, PDFs up to 30 MB; a PDF can show one page.
- + Check question
- A question with two to five answers; tick the right one. A wrong answer sends them back through the screen.
- Preview
- Plays it the way staff see it. Nothing you do there is saved.
- Details
- Name, days to do it in, what it's about, and Who it's for: Every new starter, New starters in chosen departments, or Only people I assign. Switched on, off stops it being given out and stops open links.
- Save screens · Put it live · Make changes
- The live version is locked so the record of who did what stays true. Make changes starts a new version; putting it live can ask everyone to do it again.
Giving it out
- Give it to staff
- Pick people and a due date, or Everyone who hasn't done it. They're told, and reminded two days before it's due.
- Send a contractor or visitor a link
- Their name, email and due date. The link is theirs alone, works for 30 days, and is shown only once, so copy it.
Before you start
- Your shop is on Scale and you can change HR & safety records.
Step by step
- 1
Open HR & Safety → Inductions, press New induction, name it and press Make it.
- 2
Add screens: a welcome, a video of the workshop, the site rules as a PDF. Put a check question on any screen that matters.
- 3
Under Details, set the days to do it in and who it's for. Every new starter gets it the day their login is made.
- 4
Press Preview to go through it yourself, then Put it live.
- 5
To give it to people already on staff, use Give it to staff. For a contractor or visitor, use Send a contractor or visitor a link.
- 6
To change it, press Make changes, edit, and put the new version live. Tick Everyone must do it again if the change matters.
Tips & gotchas
- People already here don't get a new starter induction automatically. Use Everyone who hasn't done it.
- The record is the signature, the version, the time and the device. HR is told when someone's overdue.
- A video needs a length the browser can read. If it won't take, save it as an MP4.