How to get there
To access the "Worker Qualifications" feature, a user must be an admin and signed into the
GoContractor admin portal.
To confirm that a user has access, click the "Setup" tab.
Within that tab is "Worker Qualifications."
Click it to open the feature.
What is a qualification?
A qualification is the collection of requirements a worker or subcontractor company must complete in order to become compliant and gain access to a worksite. Components of a qualification can include safety orientation courses, OSHA 10/30, SafePass, other certifications, as well as basic worker information, such as their date of birth, phone number, and emergency contact details.
Some key things to keep in mind when creating a qualification:
You should have already created the course for this qualification as outlined in the Creating a Course article.
- Gather any forms of data you would normally require a worker to provide you at orientation.
- Make sure you have specified any fields that contain sensitive information so that the system can track and notify if any administrator has requested to see this information for a particular user in GoContractor.
- If you have courses and orientations for different languages this is the time to generate an additional version of your qualifications to assign to a Project.
- After you create a qualification, you must then apply it to your project.
Note: The following instructions detail specifically how to create and apply a worker qualification. To learn how to create and apply a subcontractor qualification, click here.
How to Create a Worker Qualification
1. Click the “Setup” tab
2. Click “Worker Qualifications”
3. Click “+ Qualification”
4. Enter the title of the qualification
Enter a description for the qualification (optional)
5. Click “New Section”
6. Enter a title for the section
We have created a few requirements based on customer feedback (such as "Date of Birth," "OSHA 10/30," and "SafePass" among others) that are available by default in your library.
7a. If you would like to use one of these, click the three vertical dots to the right of the requirement
7b. Hover your cursor over "To Section"
7c. Select the section to which the requirement should be added
Repeat steps 7a-7c for any other pre-existing requirements you would like to use.
8a. If the requirement doesn't yet exist in the library, such as the safety orientation course you just created, click “Create Requirement”
8b. Select the template best suited to your requirement. For example: if you would like to create a requirement for a safety orientation course, select "Course"
8c. Enter all relevant information for the requirement. If creating a requirement for a course, select the course from the dropdown in the "Course Title" field.
8d. Click "Save to Library"
Repeat steps 8a-8d for any additional requirements you would like to create.
9. If you created a requirement for a course, it will need to have its own section within the qualification. So click "New Section" and then enter a title for the section.
10. Click the three vertical dots to the right of the course requirement, hover your cursor over "To Section," and select the section to which the requirement should be added
11. Once all necessary requirements have been added to their appropriate sections, scroll to the bottom of the page and click “Finish”
12. Click the three vertical dots under "Actions" for the qualification
13. Click "Publish"
14. Click "Publish"
Now that the qualification has been created and published, it needs to be applied to its project.
How to Apply a Worker Qualification to a Project
1. Click the “Setup” tab
2. Click "Add / Edit Projects"
3. Select the Project to which the qualification needs to be applied
4. Click "+ Apply Qualification"
5. Select the qualification and designate whether or not the qualification is mandatory for workers invited to the project
If you want workers to complete one or more optional qualifications in addition to their mandatory qualifications, select "Require users to complete one or more additional qualifications."
6. Click "+ Add to Project"
Part 4: Inviting your Subcontractors