How do I report on inductions and other forms?

Every induction and form submitted on your sites is kept in a register. Use the registers to see what's been submitted, check what's still waiting for approval, and find out who on site hasn't been inducted yet.

Before you start

Access: you'll need Company Host or Site Host permissions. Company Hosts can see every site. Site Hosts can see the sites they host.
Web only: registers are available on web.

Where to find the registers

There are two registers, each available across all your sites or for a single site:

Inductions: every company and site induction submitted.
Form Submissions: other forms, such as checklists, toolbox talks and other custom forms.

Permits and company documents, such as SWMS and insurances, have their own registers.

Across all your sites

On web, select Registers from the main menu.
Choose Inductions or Form Submissions.

For one site

Open the site.
Go to its Inductions or Form Submissions tab.

The site view is already filtered to that site, so there's no site filter to set.

Report on inductions

The Inductions register shows who submitted each induction, their company and visitor type, the site, the status and the date submitted.

Filter the list

Search: find a worker by name.
Induction type: company or site inductions.
Site: one or more sites (all-sites view only).
Status: for example, only submissions still waiting for review.
Company and Submitted by
Date range: when the induction was submitted.

You can combine filters, for example all site inductions for one company submitted last month.

What the statuses mean

Auto Approved: accepted automatically, with no review needed.
Approved: reviewed and accepted by a host.
Submitted or Pending: completed by the worker and waiting for a host to review.
Changes Requested: sent back to the worker to update.
Rejected: sent back to the worker to fix and resubmit.

If your inductions need host approval, you can review pending ones straight from the register. Click the record, then click Review Now.

See who hasn't been inducted

The Inductions register only lists inductions that have been submitted. To see who has been on a site without completing an induction, use the site's People register:

Open the site and go to its People tab.
Select the Not inducted tab.

The count on each tab gives you a quick view of how many people on the site are inducted and how many aren't.

Report on other forms

The Form Submissions register shows each form's name, who submitted it, when and its status. Filter by:

Search
Form type
Site (all-sites view only)
Company and Submitted by
Date

For example, filter by form type and date to check every toolbox talk completed on a site this month.

Download a record

Click any row to open the full submission. To download a copy, click the three dots on the row and select Download PDF. The PDF includes any attachments.

If your sites are connected to Procore, each record also links to the matching document in Procore.

Exporting a register

Downloading a whole register as a spreadsheet isn't available yet. For now, you can filter the register on screen and download individual records as PDFs. If you need a full export, contact our Support team.

Something missing?

Check your filters. Clear them to see everything, then add them back one at a time.
Is it one of your sites? Site Hosts only see submissions for the sites they host.
Was it submitted? Forms a worker started but didn't submit won't appear.

Need help? Contact our Support team with the site, the form name and the dates you're looking at, and we'll take a look.