Site Orientation

Once in the Site Orientation section

1. Tap the third tab on the menu, the Site Orientation view.

To Search Site Orientations: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Site Orientation search job site name. Enter your search criteria and click the Search button.

2. Scroll the list of Site Orientations until the desired Site Orientation is displayed on the screen. Listing the site orientation date in blue text, the job site in black text.
3. Tap on the Site Orientation you would like to view. This loads the site orientation edit screen.

The first step in completing a Site Orientation is completing the details of the orientation the date, and field staff employee whom conducted the site orientation.

Once on the Site Orientation you would like to Edit, on the details tab.

1. Date: The date field allow field staff to choose the date and time the site orientation occurs.
1. Tap the Date field to open the Choose Date screen.
2. Scroll the date wheel on the far left of the screen until the desired date is highlighted.
3. Return to the Edit Site Orientation screen by either tapping Save in the top right corner to select the highlighted date or tapping Cancel in the top left corner to leave the Date: field unchanged.
2. Tap the Conducted By field to open the Choose Conducted By screen.

Employees are listed in descending order.

Note: The Employee who was logged in is added as the first employee on a site orientation. To add a different employee as the employee whom conducted the site orientation field staff will need to be added to the site orientation for more information on adding field staff to site orientations click here.

1. Scroll the list of employees until the desired employee is displayed on the screen.
2. Tap the desired employee to select it or tap Back in the top left corner to leave the Employee field unchanged and return to the Edit Site Orientation screen.
3. Return to the Edit Site Orientation screen by either tapping the appropriate vehicle or tapping Cancel in the top left corner to leave the employee field unchanged.
3. Safety Contact Email: The safety contact email field allows field staff to include the email address for a safety contact. The character limit of this field is 100.

If a safety contact email address is included in a site orientation, a email with a link to view the site orientation will be sent to the included email address.

4. Tap Save in the top right corner to save any changes to the Site Orientation Details.
• A pop-up message that reads Site Orientation Details have been Saved indicates that the site orientation details have been saved.

Adding employees to the Site Orientation is crucial to reporting accurately. In order to have an accurate picture of the job site, adding employees to the Site Orientation needed. Adding other field staff to the site orientation allows a group of workers to share the same site orientation. Here are the steps on how to do it:

Once on the Site Orientation you would like to Edit

1. Tap the Employees icon at the bottom of the screen to open the Employees screen.
2. Tap the + icon in the top right corner to open the Employees list or tap Employees in the top left corner to return to the Employees screen.

Employees are listed in descending order of last name.

3. Scroll the list of employees until the desired employee is displayed on the screen.
1. If the desired employee is in the list, tap the employee to add them to the Site Orientation.

A pop-up message that reads Employee Added indicates that the employee is now listed on the Site Orientation Employees screen.

2. If the desired employee is not in the list, tap Add Outside Employee in the top left corner of the screen to open the New Employee screen.
1. First Name: The First Name field should indicate the legal given name of the employee. The character limit of this field is 25.
2. Last Name: The Last Name field should indicate the legal surname of the employee. The character limit of this field is 25.
3. Email: The Email field should indicate the best (i.e., most often used for business purposes) e-mail address for the employee. The character limit of this field is 25.
4. Phone Number: The Phone Number field should indicate the best (i.e., most often used for business purposes) telephone number (land line or cellular) for the employee. The character limit of this field is 13.
5. Company: The Company field should indicate the name of the company for which the employee works. The character limit of this field is 75.
4. Tap Save in the top right corner of the screen to add the outside employee to the Site Orientation.

Each employee added to the Site Orientation must provide an electronic signature to indicate that they have been made aware of site orientation.

Once on the Site Orientation you would like to Edit

1. Tap the Employees icon at the bottom of the screen to open the Employees screen.
2. Scroll the list of employees until the desired employee is displayed on the screen.
3. Tap the desired employee to select them and open the Edit Employee screen
4. Have the selected employee sign in the white space beneath the Save New Signature Here label.
5. Tap Save in the top right corner of the screen to update the Saved Signature field.

The saved signature will appear below the signature entry screen.

Once on the Site Orientation you would like to Edit

1. Tap the Employees icon at the top of the screen to open the Employees screen.
2. Scroll the list of employees until the desired employee is displayed on the screen.
3. Swipe from the right edge to the left to bring up the delete button for the employee.
4. Tap the Delete button. The employee will be deleted.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Review Site Orientation button, all site orientation paragraphs will be reviewed.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Explanation of Job Site button, which loads a list of the explanation paragraphs.
4. Tap the Review Explanation button, all explanation of job site paragraphs will be reviewed.

The Explanation section of the Site Orientation, should be a general description and introduction of the job site and cover any thing that will not be covered in the rest of the orientation.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Explanation of Job Site button, which loads a list of the explanation paragraphs.
4. Tap the Add button on the top right corner, this loads the add explanation screen.
Fields
5. Sequence: The sequence field allows field staff to set the order of the paragraphs of the job site explanation. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
6. Paragraph: The paragraph field allows field staff to enter a paragraph to the job site explanation. The Character limit of the field is 500.
7. Tap the Add button on the top right corner, to add the a job site explanation paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Explanation of Job Site button, which loads a list of the explanation paragraphs.
4. Scroll the list of Job Site Explanation Paragraphs until the desired paragraph is displayed on the screen.
5. Tap on the desire explanation paragraph. This loads the edit Job Site Explanation Paragraph screen.

Once on the edit Explanation Paragraph screen

1. Sequence: The sequence field allows field staff to set the order of the paragraphs of the job site explanation. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
2. Paragraph: The paragraph field allows field staff to enter a paragraph to the job site explanation. The Character limit of the field is 500.
3. Tap the Save button on the top right corner, to edit the a job site explanation paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Explanation of Job Site button, which loads a list of the explanation paragraphs.
4. Scroll the list of Job Site Explanation Paragraphs until the desired paragraph is displayed on the screen.
5. Swipe from the right edge to the left to bring up the delete button for the explanation paragraph.
6. Tap the Delete button. The explanation paragraph will be deleted.

The Emergency Response Procedure section of the Site Orientation, should include information about the emergency response procedures specific to the site, including muster points, emergency exists, reminders to report and document every incident and injury are a few generic example, your company may have others.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Emergency Response Procedure button, which loads a list of the emergency response procedure paragraphs.
4. Tap the Add button on the top right corner, this loads the add emergency response procedure screen.
Fields
5. Sequence: The sequence field allows field staff to set the order of the paragraphs of the emergency response procedure section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
6. Name: The name field allows field staff to enter a name for the emergency response procedure. The Character limit of the field is 100.
7. Paragraph: The paragraph field allows field staff to enter a description paragraph of the emergency response procedure. The Character limit of the field is 500.
8. Tap the Add button on the top right corner, to add the a emergency response procedure paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Emergency Response Procedure button, which loads a list of the emergency response procedure paragraphs.
4. Scroll the list of emergency response procedure Paragraphs until the desired paragraph is displayed on the screen.
5. Tap on the desire emergency response procedure paragraph. This loads the edit emergency response procedure Paragraph screen.

Once on the edit Emergency Response Procedure Paragraph screen

1. Review Status: The review status field allows field staff to mark that a emergency response procedure paragraph has been reviewed.
1. Tap Yes on the |Yes|No|NA selector to indicate that paragraph has been reviewed. Field staff can tap NA to mark the paragraph does not apply at this time.
2. Sequence: The sequence field allows field staff to set the order of the paragraphs of the emergency response procedure section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
3. Name: The name field allows field staff to enter a name for the emergency response procedure. The Character limit of the field is 100.
4. Paragraph: The paragraph field allows field staff to enter a description paragraph to the emergency response procedure. The Character limit of the field is 500.
5. Tap the Save button on the top right corner, to edit the a emergency response procedure paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Emergency Response Procedure button, which loads a list of the emergency response procedure paragraphs.
4. Scroll the list of Emergency Response Procedure Paragraphs until the desired paragraph is displayed on the screen.
5. Swipe from the right edge to the left to bring up the delete button for the emergency response procedure paragraph.
6. Tap the Delete button. The emergency response procedure paragraph will be deleted.

The Location on Site section of the Site Orientation, should include information about important locations on site that field staff should be aware of. including first aid kits, fire extinguisher locations, material safety data sheets, toilets and lunchrooms are a few generic example, your company may have others.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Location on Site button, which loads a list of the location on site paragraphs.
4. Tap the Add button on the top right corner, this loads the add location on site screen.
Fields
5. Sequence: The sequence field allows field staff to set the order of the paragraphs of the location on site section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
6. Name: The name field allows field staff to enter a name for the location on site. The Character limit of the field is 100.
7. Paragraph: The paragraph field allows field staff to enter a description paragraph of the location on site. The Character limit of the field is 500.
8. Tap the Add button on the top right corner, to add the a location on site paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Location on Site button, which loads a list of the location on site paragraphs.
4. Scroll the list of location on site Paragraphs until the desired paragraph is displayed on the screen.
5. Tap on the desire location on site paragraph. This loads the edit location on site Paragraph screen.

Once on the edit Location on Site Paragraph screen

1. Review Status: The review status field allows field staff to mark that a location on site paragraph has been reviewed.
1. Tap Yes on the |Yes|No|NA selector to indicate that paragraph has been reviewed. Field staff can tap NA to mark the paragraph does not apply at this time.
2. Sequence: The sequence field allows field staff to set the order of the paragraphs of the location on site section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
3. Name: The name field allows field staff to enter a name for the location on site. The Character limit of the field is 100.
4. Paragraph: The paragraph field allows field staff to enter a description paragraph to the location on site. The Character limit of the field is 500.
5. Tap the Save button on the top right corner, to edit the a location on site paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Location on Site button, which loads a list of the location on site paragraphs.
4. Scroll the list of Location on Site Paragraphs until the desired paragraph is displayed on the screen.
5. Swipe from the right edge to the left to bring up the delete button for the location on site paragraph.
6. Tap the Delete button. The location on site paragraph will be deleted.

The Safety Details section of the Site Orientation, should include information about important and specific safety concerns on the job site. Including whmis review, site specific safety requirements and personal protective equipment are a few generic example, your company may have others.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Safety Details button, which loads a list of the safety details paragraphs.
4. Tap the Add button on the top right corner, this loads the add safety details screen.
Fields
5. Sequence: The sequence field allows field staff to set the order of the paragraphs of the safety details section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
6. Name: The name field allows field staff to enter a name for the safety details. The Character limit of the field is 100.
7. Paragraph: The paragraph field allows field staff to enter a description paragraph of the safety details. The Character limit of the field is 500.
8. Tap the Add button on the top right corner, to add the a safety details paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Safety Details button, which loads a list of the safety details paragraphs.
4. Scroll the list of safety details Paragraphs until the desired paragraph is displayed on the screen.
5. Tap on the desire safety details paragraph. This loads the edit safety details Paragraph screen.

Once on the edit Safety Details Paragraph screen

1. Review Status: The review status field allows field staff to mark that a safety details paragraph has been reviewed.
1. Tap Yes on the |Yes|No|NA selector to indicate that paragraph has been reviewed. Field staff can tap NA to mark the paragraph does not apply at this time.
2. Sequence: The sequence field allows field staff to set the order of the paragraphs of the safety details section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
3. Name: The name field allows field staff to enter a name for the safety details. The Character limit of the field is 100.
4. Paragraph: The paragraph field allows field staff to enter a description paragraph to the safety details. The Character limit of the field is 500.
5. Tap the Save button on the top right corner, to edit the a safety details paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Safety Details button, which loads a list of the safety details paragraphs.
4. Scroll the list of Safety Details Paragraphs until the desired paragraph is displayed on the screen.
5. Swipe from the right edge to the left to bring up the delete button for the safety details paragraph.
6. Tap the Delete button. The safety details paragraph will be deleted.

The Safety Details section of the Site Orientation, should include information about important and specific safety concerns on the job site. Including whmis review, site specific safety requirements and personal protective equipment are a few generic example, your company may have others.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Introduction button, which loads a list of the safety details paragraphs.
4. Tap the Add button on the top right corner, this loads the add introduction screen.
Fields
5. Sequence: The sequence field allows field staff to set the order of the paragraphs of the safety details section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
6. Name: The name field allows field staff to enter a name for the introduction. The Character limit of the field is 100.
7. Paragraph: The paragraph field allows field staff to enter a description paragraph of the introduction. The Character limit of the field is 500.
8. Tap the Add button on the top right corner, to add the a introduction paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Introduction button, which loads a list of the introduction paragraphs.
4. Scroll the list of introduction Paragraphs until the desired paragraph is displayed on the screen.
5. Tap on the desire introduction paragraph. This loads the edit introduction Paragraph screen.

Once on the edit Safety Details Paragraph screen

1. Review Status: The review status field allows field staff to mark that a safety details paragraph has been reviewed.
1. Tap Yes on the |Yes|No|NA selector to indicate that paragraph has been reviewed. Field staff can tap NA to mark the paragraph does not apply at this time.
2. Sequence: The sequence field allows field staff to set the order of the paragraphs of the introduction section. Paragraphs can be re ordered by changing the sequence values of paragraphs.
• Tap the + sign to increase the value of the sequence value of the paragraph.
• Tap the - sign to decrease the value of the sequence value of the paragraph.
3. Name: The name field allows field staff to enter a name for the introduction. The Character limit of the field is 100.
4. Paragraph: The paragraph field allows field staff to enter a description paragraph to the introduction. The Character limit of the field is 500.
5. Tap the Save button on the top right corner, to edit the a introduction paragraph.

Once on the Site Orientation you would like to view

1. Tap on the third tab, the Orientation icon at the bottom of the screen to open the Orientation screen. The screen loads opens in a readable copy of the site orientation document.
2. Tap Edit in the top right corner of the screen to load the Site Orientation Document screen. The next screen loads with a list of the 5 site orientation sections. Beside each section in blue will be the number of paragraphs to review.
3. Tap the Introduction button, which loads a list of the introduction paragraphs.
4. Scroll the list of Introduction Paragraphs until the desired paragraph is displayed on the screen.
5. Swipe from the right edge to the left to bring up the delete button for the introduction paragraph.
6. Tap the Delete button. The introduction paragraph will be deleted.

Once on the Site Orientation you would like to Submit and the document has been reviewed and all participants have signed off, on the details tab.

1. Tap the Submit Site Orientation button.

Once in the Site Orientation section

1. Tap the second tab on the menu, the Site Orientation view.

To Search Site Orientations: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Site Orientation search job site name. Enter your search criteria and click the Search button.

2. Scroll the list of Site Orientations until the desired Site Orientation is displayed on the screen. Listing the site orientation date in blue text, the job site in black text.
3. Swipe from the right edge to the left to bring up the delete button for the site orientation.
4. Tap the Delete button. The site orientation will be deleted.

1. Tap the third tab on the menu, the History tab of the main menu view. This loads with a list of the closed out Site Orientations listing the the site orientation date in blue, job site name in black.

To Search Site Orientations: Pull down on the list view, the search is defaulted to search by date enter the date in following format YYYY-MM-DD. The other option for the Site Orientation search job site name. Enter your search criteria and click the Search button.

2. Scroll the list of Site Orientations until the desired Site Orientation is displayed on the screen.
3. Tap on the Site Orientation you would like to view. This loads the first tab, the site orientation document, which loads with the site orientation date, job site name, and the employee whom conducted the site orientation at the top. Followed by all sections of the site orientation.
4. Tap the second tab, the Site Orientation Participants lists the field staff names with their signature whom participated in the site orientation.

As other field staff and employee's perform site orientations the library of company site orientations for field staff to use will grow. Also as field staff perform site orientations with other staff there will be a need for field staff to update their IPhone application.

1. From the Menu screen, tap the Updates button.
2. Scroll the list of sections until you find the Site Orientation button.
3. Tap on the Site Orientation button.