Logging In & Out of the ChekRite Portal
Managing Your Sites
Managing Asset Documentation
Managing Employees / Users
User Roles and Access
Managing Your Devices
Managing Employee Groups
Statistics & Billing
10 Steps to Building a Checklist
Creating a New Checklist
Setting Up the Structure of Your Checklist
Fail Weights & Scores
Testing Your Checklist
Publishing Your Checklist
Assigning a Checklist to an Asset Class
Assigning Warnings & Manuals
Modifying a Checklist
Downloading ChekRite on your Phone or Tablet
Logging In & Out
Starting an Inspection
Updated by Jordan Millar
Employee Groups are used in the scheduling and issues system at the moment but increasingly will have a broader use throughout ChekRIte.
Rather than think of an Employee Group as a department of people you should think of it more as a skill set. People can be members of more than one group or none at all. For example, say your company has forklifts and light vehicles. Now most people can drive a light vehicle with their normal car licence, but driving a forklift requires a special licence. In this case, you might create two Employee Groups for Light Vehicle Licensed and Forklift Licensed. Then someone who had both licences would be able to complete tasks for both, but someone who only had a Light Vehicle licence would not see the tasks relating to Forklifts.
Creating Employee Groups
Employee Groups are created at a site level so ensure you are in the correct site.
- Navigate to Companies > Site > Groups
- Double click in a blank line at the bottom of the table in the Name column.
- Enter the name of the employee group.
To rename a group, simply double-click on the name of the group and edit it. To delete an employee group, use the trash icon at the end of the row of the employee group you want to delete.
Assigning an Employee to a Group
Employees are assigned to Employee Groups through the Employee system.
- Navigate to Employees
- Search for the Employee by Name, Employee ID or Email
- Once found, Click on the Groups tab
- Select or unselect the Groups that you want the employee to be a member of.