1. Account Overview
What is the dashboard?
The dashboard is the first page you see when you log in. It shows how your online inductions are going at a glance. From here, the left menu and the gear menu take you to every other part of Induct For Work. This page walks you around both, so you always know where to look.
Rules to know
- Plan: the dashboard and menus are on every plan. If you click something your plan doesn’t include, an upgrade box opens instead.
- Your role decides what you see: Site Managers and Supervisors only see the menu items and sites they can use.
- Sites / Portals: shown to Site Managers and above.
- Schedule: shown to Site Administrators and above.
- Company Policies, Contractors and Integrations: shown to the Account owner and Administration Users only.
- Billing and settings: only the Account owner and Administration Users see Invoices, Change Plan, Payment Methods, Account Summary, Account Access and Settings in the gear menu.
- Supervisors: don’t get the Add Induction and Send Invite buttons on the dashboard.
- Help tips: hiding them only affects the browser you’re using now.
What you’ll need
- Your Induct For Work login.
Look around the dashboard
- Log in. The Dashboard opens first.
Here’s what the cards show:
- Inductions Status: how your inductions went over the past few months: successful, failed, unanswered and more.
- Documents & Certificates: documents and certificates about to expire, and documents waiting for your approval. Click a line to open its report.
- Statistics for the past Month: a chart of your recent results.
- To date, you have inducted and To date, you have saved: your totals so far.
- Your account: your access level, your plan and your subscription.
- Recent Activities: the latest things people did, newest first.
Use the navy Add Induction button to start a new induction, and the orange Send Invite button to invite someone. See Creating and importing inductions and Induction invites.
Find your way with the left menu
- Click the arrow at the top of the left menu to show or hide names.
- Dashboard: this page.
- Sites / Portals: your sites, their inductions and their portals. See Multiple portals.
- Company Policies: policies people read during an induction. See Company policies.
- Incident Reporting: incidents reported at your sites. See Incident reporting.
- Site Diary: daily notes for each site.
- Toolbox Talks: run toolbox talks and keep a record of who attended.
- Data Capture: collect licences, permits and other documents. See Document collection.
- Emergency Broadcast: send urgent messages to people at your sites. See Broadcast.
- People: everyone you’ve added or invited. See People.
- Visitor Management: who is signed in at your sites. See Sign in and out.
- Reports: results, certificates and other reports. See Reports.
- Schedule: a set order of inductions for each group of workers. See Schedule.
- Contractors: check contractor businesses and their paperwork. See Contractor management.
- Integrations: connect Induct For Work to your other apps. See Integration.
- Scan QR: check a certificate by scanning its QR code with your phone.
- Help Pages: opens these help pages.
- Give Feedback: tell us what we could do better.
Open the gear menu
- Click the gear icon, top right.
- Accounts: switch to your personal account or another company. See Account switching.
- Invoices, Change Plan, Payment Methods and Account Summary: your bills, your plan and your cards.
- Account Access: invite colleagues to help run the account. See Admin users.
- Settings: your logo and company details. See Logo and settings.
- Help: opens these help pages.
- Take a tour: a short guided tour of the main menu items.
- Support: ask our team for help.
- Give Feedback: tell us what we could do better.
- Hide help tips or Show help tips: hides or shows the small blue ? buttons next to page headings.
- Install: adds Induct For Work to your computer or phone like an app. It only shows when your browser supports it.
- Account Security: set up two-factor authentication and see your recent sign-ins.
- Log out: signs you out.
Take the guided tour
- Click the gear icon, top right, then click Take a tour.
- Read each tip, then click Next to move on.
Get help on any page
- Click the small blue ? button next to a page heading.
- Click Read help article to open the help page for that screen.
New account?
The Welcome to Induct For Work box on the dashboard lists your first steps: view the sample induction, create your first site, send yourself an invitation and check your result in Reports. Click a step to see its button.
Done! What happens next
- You now know where everything is.
- Next, add your logo and company details: see Logo and settings.
- Lost? Click Dashboard in the left menu to come back here.