How to customise site inductions

Set up your site induction to be project-specific

If you already have a customised induction that you would like set as your default site induction - please contact the BuildPass support team and we can update this for you.

Step 1

  1. Login to your BuildPass account and navigate to the "Site Inductions" page.
  2. On the "Site Inductions" page, ensure you have selected the project you want to update the site induction for. 

Step 2:

  1. In the top right-hand corner of the "Site Inductions" page, you'll find a menu button.
  2. Click on the menu button, and you will see two options: "Preview Induction" and "Customise Induction.". Click on the "Customise Induction" option to start customising your site induction for the current project.

Step 3:

  1. You'll have two options here:
    1. Edit the Default Site Induction: This option allows you to make changes to the default site induction that will apply across all your projects. Be cautious with this option, as this will change every project
    2. Clone and Edit the Induction: This option is recommended when you want to add project-specific information. It allows you to create a copy of the default induction, which you can then modify without affecting other projects.

Step 4:

  1. Choose the "Clone" option to to copy either the default induction or an induction from another project. 
  2. Update the template name so that you can find it later.
  3. Now, review each section and identify what you would like to change for this project.

Step 5:

  1. Once you've made all the necessary modifications, click on the "Save" button to save your customised site induction.
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