See who is on a job
Read the crew for a site, and see how that list differs from Contacts and groups.
The crew is who is on this site. It is the job’s own list: your team, people from other companies, and guests who signed on. It is not the same list as Contacts, and it does not stay tied to a group you copied onto it.
- Open the job from Jobs.
- Choose Crew.
- Read Name, Company, and Role.
Manager can run the job: invite people, change roles, and copy a group onto the crew. Crew is everyone else on the site. A manager from outside your organisation needs Bronze on their own company, or a subbie pass from you. Until then the row says Needs Bronze or a subbie pass.
The company is their organisation’s name, a name they typed, or Self-employed. A Verified badge means they confirmed the email or mobile they joined with. Someone who joined from the job’s link has a small icon beside their name: a QR code for Joined by QR code, from the printed code, or a link for Joined by invite link. Hover over it to read which. An Account badge means the company is a SafetyDocs organisation. Text means they typed the company name.
People who have been invited and have not accepted yet are listed with the crew, separate from people who have joined.
A manager also sees Signatures under the crew once the job asks someone to sign a document: each person against each of those documents. See ask the crew to sign a document.
A manager sees the QR code button beside Add crew while the job has a sign-on link. It opens the job's QR code to show at the gate, or to download and print for the site office.
Someone who is only on a crew is not a contact. Choose Add to contacts on their row when you want them in the address book for the next job. A guest from the QR code is not a contact until you do that.
What happens next
Invite someone or copy a group from Add crew when the crew is missing people.