Table of Contents

Managing Employees / Users

Jordan Millar Updated by Jordan Millar

Everyone who wants to access ChekRite in any way must have an Employee profile set-up. Depending on what level of access they need you can grant them one of several different roles. You can see more about the different user roles and access here.

There are two main types of users: ChekRite users, and managers/administrators.

ChekRite users will only use the ChekRite (or ChekRite Online) apps to complete inspections. Managers and Administrators will either user ChekMate or the ChekRite Portal to administer the ChekRite environment at various levels.

Basic User Information

For all users, the minimum information needed to enter them into the portal is First Name and Last Name. However, there are other fields that can be entered for enhanced functionality and reporting. When creating a new user, they are automatically given access to the site you are currently logged in to.

Title

Select a title from the drop down menu.

Optional

First & Last Name

Enter the first and last name of the user.

Mandatory

Email

If this is entered, then they will be able to receive email reports through the notifications system.

Optional

Contact Number

If a mobile phone number is entered here, the user will be able to receive text messages from the notifications system. Note that the phone number must be entered in international format. e.g. +61 447 555 123

Optional

Department

This a drop down for the department that the user belongs in. If entered this can be used in reporting and notifications but also used in checklists to limit the Employee Extra Info type to showing employees in certain departments.

Type a few letters to search for the department. If it doesn't exist, a ➕ icon will appear allowing you to add a new department. Departments can be maintained in the Tables system.

Optional

Position

This a drop down for the position that the user belongs in. If entered this can be used in reporting and notifications but also used in checklists to limit the Employee Extra Info type to showing employees who have certain positions.

Type a few letters to search for the position. If it doesn't exist, a ➕ icon will appear allowing you to add a new position. Positions can be maintained in the Tables system.

Optional

Image

You can upload a photo of the user and it will appear when they log in to ChekRite and in the list of users in ChekMate and when the Employee Extra Info type is used. Additionally, users can take their own photo in ChekRite.

Optional

ChekRite Users

Rather than use long user names and passwords, to make access fast for the user when they are logging in to do an inspection, ChekRite users a numeric Employee ID and PIN.

Most organisations already have existing numeric identifiers assigned to each employee which can also be used as the ChekRite Employee ID Number. This could be employee ID, payroll number or badge number. Otherwise, assign a unique number that each user can routinely remember such as the last six digits of their mobile number. The Employee ID can be up to 8 digits long however, the PIN must be exactly 4 digits long. Both of these must be numbers only.

To add a ChekRite app user to the system do the following:

  1. Navigate to Employees > General
  2. Push the New button
  3. Enter required information. Minimum information is in green below, optional information is in orange.

Managers/Administrators

To give a user access to either ChekMate or the ChekRite Portal they must have entered a user name and password. The user name must be unique across the whole of ChekRite not just within your company. Normally you would use the persons company email address for this, but if they don't have a company email address, you can create a user name based on the company name. For example, if your company was called ABC Corp and the user was called John Smith, you might create an user name of abc_corp/john.smith or abc_corp/jsmith. It is important that the company name be the actual company name as it is spelt in ChekRite replacing any spaces with underscores. In the user name field, the default value shows an example of this. Whilst the company name must be as per the company name in ChekRite, the user name can be anything you want.

After entering the username you need to enter a password. The user can change their own password once they have logged in to the portal.

Finally you need to select a user role from the drop down list. The available user roles are defined here.

Other Information

Sites

A user can have access to more than one site. If the user has company level access they will have access to all sites regardless of whether or not the site is selected in this tab. By granting the user access to more than one site, they will be able to use their same employee ID and PIN to sign into different devices at different sites that they have been given access to.

If you change the site access for a user that has been authorised to ChekMate, you will be warned that their device will need to download the data again as normally, ChekMate will only sync data for the sites that a user has access to.

Groups

Here is where you can assign this employee to an employee group. For more details on employee groups see this article.

Employee Inspections

This will display all the inspections that have been submitted by this employee. For here you can print out the audit and exception reports for the inspection once selected. In the headers of the table for these inspections you can add filters to only show certain inspections.

Filters applied to the inspections table are remembered between sessions. So if you look at the inspections for a user and don't see what you expect, check to make sure that you have not applied any filters hiding certain inspections. You can quickly tell if a filter is applied as you will see a small ⚙️ icon next to the name of the column in the table.

Issues

This will display all the issues that have been raised by the employee. From here you can triage or review the issue. You can also print an issue worksheet or report once the issue is selected. In the headers of the table for these issues you can add filters to only show certain issues.

Filters applied to the issues table are remembered between sessions. So if you look at the issues for a user and don't see what you expect, check to make sure that you have not applied any filters hiding certain issues. You can quickly tell if a filter is applied as you will see a small ⚙️ icon next to the name of the column in the table.

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