Site Inductions lets you build an induction once and have contractors, drivers and visitors complete it on their phone: slides, an optional quiz, and a signature at the end. You see who’s inducted, who’s running out, and who needs doing again.

Site Inductions is part of the Contractor Compliance add-on. Talk to us about adding it to your account.

Open it from Compliance → Contractor Compliance → Site Inductions. It’s for admins only.

Step 1: Build the Induction

Click to create a new induction, give it a name (such as “Visitor and contractor induction”), and fill in:

  • Site: suggestions come from your sites
  • Welcome message: shown before the slides
  • How long does it last? 6 months, 1 year (the default), 2 years, 3 years, or doesn’t run out

Slides

Add up to 100 slides. Each has a heading, text, an optional image and an optional video link. YouTube and Vimeo videos play inside the slide. Other links get an Open the video button.

Got a PowerPoint? Save it as a PDF first, then use Upload PDF. Each page becomes a slide (up to 100 MB).

Quiz (optional)

Add up to 30 multiple-choice questions, each with 2 to 6 answers and one correct one, and set a pass mark (80% by default). People must pass before they can sign, and can try as many times as they need. For their first 3 tries they’re shown which answers were wrong. After that, only their score. The correct answers never reach their phone.

Versions

Every time you save, the induction gets a new version. Anyone starting from then sees the new version. Signed records keep the version that person saw, and people who signed an earlier version are marked in the list.

Use Preview to go through it as an inductee. Nothing you do in the preview is saved.

Step 2: Send It

There are two ways in.

Click Email to someone and enter their name, email and company. They get a Start the induction email that works on a phone, with no login. Links last 60 days. When they finish, you’re emailed.

Switch on Shared link and QR code for drivers and visitors who just turn up. Then:

  • Download A4 poster: a printable poster with the QR code, your site or company name, “Scan with your phone camera” and “You don’t need an account”
  • Copy link to share it another way
  • Replace link if you need to stop the old one working. Old posters stop working too.

You aren’t emailed when someone completes an induction through the shared link. They appear in Who’s inducted instead.

As part of a compliance pack

Add the induction to a compliance pack and the contractor completes it alongside their documents. Anyone already inducted and in date won’t be asked to do it again.

What the Inductee Does

  1. Reads the intro: how many slides and questions there are, then signing at the end.
  2. Goes through the slides.
  3. Takes the quiz, if there is one, until they reach the pass mark.
  4. Signs to finish: full name, company and email, ticks “I’ve gone through this induction, I understand it, and I’ll follow it while on site”, and signs with a finger or mouse.

They then see You’re inducted, with the date it’s valid until.

Who’s Inducted

The Who’s inducted tab lists everyone, with filters for All, In date, Running out (within 30 days), Run out and Waiting (sent but not done), and a search.

For each person you can:

  • Download their Record: a PDF with their details, when they completed it, the version they saw, their quiz score and answers, the slides they went through, and their signature
  • Re-induct, Send again or Copy link
  • Cancel link if they haven’t started
  • Erase their data if they ask (see erasing someone’s data)

Each induction shows how many people need re-inducting.

Reminders

A daily job runs each morning:

  • The person: if they were sent a personal link with an email, they’re emailed 30 days before their induction runs out, with a fresh link to do it again. Switch this off per induction with Email people before it runs out. People who signed through the shared link aren’t emailed.
  • You: one email to your account’s main contact lists inductions and contractor documents that run out within 30 days or already have.

Each reminder goes once, and people who’ve already been re-inducted are skipped.

Retiring an Induction

Retire an induction you no longer use. Its links stop working and nobody gets more reminders about it. Signed records are kept, and you can bring it back.

Frequently Asked Questions

Does the inductee need an account?

No. Personal links and the QR poster both work in their phone’s browser without signing up.

Is there a certificate?

Each person has a downloadable PDF Record with their signature, quiz answers and the version they completed. That’s your evidence they were inducted.

Can I use a video as the whole induction?

Yes. Add a slide with a YouTube or Vimeo link, add a short quiz to check they watched it, and finish with the signature.