Default site induction
The default site induction is what every worker completes the first time they sign in to any of your sites: an ordered set of steps (a video, an image, a document, a block of text) followed by the conditions they must tick before they can sign in. It is set once here by an admin and every job inherits it. A job that needs something different has its own Site induction page, where the default can be overridden for that site alone.
- You need to be an admin. The organisation-wide default is an admin setting.
- Have your media ready: a link to a video (YouTube, Vimeo or a direct .mp4), and any images or PDFs to upload.
- If nothing is set here, workers get Base's built-in induction. The page offers Quick-add standard induction to load a common one for you to edit.
- Give it a Title and, if you like, a short Intro shown before the steps.
- Under Steps, press Video, Image, Document or Text to add a step of that kind. Give each a step title.
- For a video, paste the link. For an image or a document, press Upload image or Upload PDF and choose the file; press Replace file to swap it later. For text, type what the step should say. Add a caption or notes to any step.
- Use the arrows to reorder steps and the bin to remove one.
- Under Conditions to agree, press Add condition and type each statement a worker must tick ("I will wear the required PPE at all times").
- Press Save induction.
Workers now complete this induction the first time they sign in to any of your sites, and again whenever you change it.
- On an empty induction, press Quick-add standard induction. A common construction-site induction (PPE, SWMS, site rules, hazards, emergencies) is loaded for you to edit.
- Change what you need, then press Save induction.
- Saving a changed induction re-inducts everyone: the next time a worker signs in to a site, they complete the new version before they are through.
- A job with no induction of its own uses this one. A job that has overridden it keeps its own until someone reverts it on the job's Site induction page.
- The assistant can change the induction when you ask it in chat; the page reloads to show what it saved. Image and PDF steps still need a file uploaded here by a person.
- Blank conditions are dropped on save.
- There is no draft. Save induction puts the new version in front of workers immediately.
- Changing the title alone is still a change, and still re-inducts everyone on their next sign-in.
- Uploaded images and PDFs are served from a public bucket, so the link works on a worker's phone without a login. Do not put anything confidential in an induction.
- A video step holds a link, not a file. If the video is removed from YouTube the step goes blank.