Creating Job Profiles

• Job Profiles can be assigned to users, these profiles will assign training topics and forms to the users within them.

• Forms assigned to a job profile will follow those users to any group/project they are shared to. This greatly reduces administrative steps when organizing forms, a new group can be created, users assigned, and then you’re good to go! 

1. From your SafetyLoop account, select the “Users & Groups” tab from the sidebar.

2. Next, select the “Job Profiles” tab.

3. Click the “+ Create Job Profile” button.

4. This will open the “+ Create Job Profile” window, here you will be able to create a profile and assign training topics, users, and eventually forms (once we’ve built out your forms!). 

5. First, name your profile. Organizing profiles by position is often a best practice, as all users in that profile will have similar requirements in terms of forms and trainings. Some examples include, worker, manager, superintendent, foreman, health & safety team, etc.

6. To assign training topics, check the ones you would like to assign in the left-hand box, then click the arrow pointing to the right box ( > ). 

Once you have checked the required training topics and clicked the right arrow ( > ), you will see those selected topics move into the right-hand “selected” box. 

7. The next set of requirements is Shared Forms, if your forms are not yet prepared you may skip this step. Check all the forms you would like to assign to the profile, then click the right arrow ( > ).

Once you have checked the shared forms and clicked the right arrow ( > ), you will see those selected forms move into the right-hand “selected” box. 

8. Lastly, it’s time to assign users to your new profile. Repeat the process found in steps 7 and/or 8. 

9. Review your new profile and click “Create”. 

10. As forms are created you will need to revisit the profile and select the new forms to be assigned to the applicable profiles.