This document covers the following topics:

• What are 'Mandatory Card(s)'?
• Associate a Mandatory Card to a 'Site'

'What are 'Mandatory Card(s)'?

If your organization would like to define a set of mandatory cards that a tradesperson is required to hold, and provide proof of, in order to be compliant with admission requirements for a particular location within your organization, start by defining ‘Sites’.

Associate a 'Mandatory Card' to a 'Site'

1. Once your 'Site' has been created, select it to expand its details:
   
   
   
   
2. Scroll down to the section labeled: ‘Mandatory Cards’:
   
   
   
   
3. Click the green ‘Add’ button. This will present you with a dialogue window where you can search for the listing of cards you wish to define as mandatory for the site in question:
   
   
   
   
4. Here, you can either search for the relevant 'Card Mapping' within the search bar OR select the ‘Click Here’ link to be provided with a listing of all available ‘Mappings’ that have been established for your organization:
   
   
   
   
5. Select the 'Mapping' you would like to associate to the 'Site'.
   
   For more information about 'Card Mappings' within Trades Wallet, click here. 
   
   
   
   
6. Select the (blue) ‘Associate’ button:
   
   
   
   
7. You will be presented with a (green) success message confirming the 'Mandatory Card' has been associated to the relevant Site: