Job Profile Summary

• Job profiles allow you to assign forms and training topics to a group of users, this profile follows them across all groups/projects that they are partied to. They will have access to these forms on all projects they are shared with.

• Users can be assigned to multiple profiles and vice versa. 

• The mandatory training topics will show as “Missed” if the users in the profile do not have any trainings uploaded for the selected topics.

• This will appear in the User edit window, under the user trainings tab. 

• Any forms selected for the job profile will be available to all users assigned to that profile, access to these listed forms will be available on ALL groups/projects the users are shared to.

• Profiles should always be used to manage form sharing. Once setup there will be minimal effort to maintain form availability to workers across their applicable projects.

• When a new group/project is created, you will only need to complete the standard new group information and assign the users. The forms will follow all those users to the new group/project. 

• The users selected here will have any mandatory trainings (selected in profile) marked as missed if they have not uploaded a record for them.

• The users selected here will have access to the shared forms (selected in profile) across all projects/groups they are assigned to.

• When a new user is added, you can edit an existing profile to add them here OR in the new user window you can assign them the profile (recommended).

• Using the user edit feature you can also assign a profile to existing users.