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How do I edit a workers induction forms?

Correcting or updating the answers on a worker's already-submitted induction.

If a worker has made a mistake on their induction, such as a typo in their phone number, the wrong licence number or a missing answer, you can fix it. There are two ways to do it:

  • Host Revision: You edit the answers yourself. Use this for small corrections you can make on the worker's behalf.
  • Request Revision: You send the induction back to the worker with a comment, and they fix it. Use this when only the worker has the right information, for example a new licence photo.

Before you start

You need to be a Company Host or Site Host with permission to approve and revise inductions. If you don't have access, contact your Breadcrumb administrator.

Edit the answers yourself (Host Revision)

On web

  1. Find the worker's induction. You can open it from Approvals, the Induction Report or the User Directory in the left-hand menu.
  2. Click Review or Request Revision on the induction.
  3. Click View More, then Host Revision.
  4. Update the answers that need correcting.
  5. Scroll to the end and click Revise Induction.

Important: Your changes only save when you click Revise Induction. If you leave the page before then, nothing is changed.

In the mobile app

In the app, you can host revise inductions that have already been approved.

  1. Open the Breadcrumb app and tap Host in the bottom right.
  2. Find the induction in Approvals (filter to approved) or in the User Directory.
  3. Tap the three dots in the top right corner, then tap Host Revision.
  4. Update the answers, then tap Save & Approve.

What happens next

A Host Revision is approved automatically, so there's no extra approval step. The updated answers show straight away in the User Directory.

Send it back to the worker (Request Revision)

On web

  1. Click User Directory in the left-hand menu.
  2. Find the worker and click View Details.
  3. Click the Inductions tab.
  4. Click View Induction on the induction that needs fixing.
  5. Add a comment explaining what the worker needs to change.
  6. Submit the revision request.

In the mobile app

  1. Tap Host, then User Directory.
  2. Find the worker and open the Induction dropdown.
  3. Select the induction, review it and enter your comment.
  4. Tap Request Revision, then Yes to confirm.

What happens next

The next time the worker checks in, they're asked to revise and resubmit their induction. They'll see your comment alongside their original answers. When they resubmit, the induction comes back to you as pending for review, because the worker may have changed an answer to something that needs checking.

Good to know

  • Your company's copy: Host Revision updates your company's copy of the worker's induction.
  • Notifications: To get notifications about induction revisions, turn them on in your personal notification settings.