This document covers the following topics:
Understanding 'Site Compliancy'
'Site Compliancy' within Trades Wallet is tracked (2) ways:
Scheduled Status
The 'Scheduled Status' refers to the establishment of a 'Pre-Qualification' record against a relevant Wallet, within the date range specified:
- Not Scheduled (Grey) = No 'Pre-Qualification' record(s) were created against the particular site.
- Not Compliant (Red) = A 'Pre-Qualification' record has been created against a Wallet that does NOT meet the mandatory requirements established for the site.
- Compliant (Green) = The 'Pre-Qualification' record has been created against a Wallet that DOES meet the mandatory requirements established for the site.
Scan Status
The 'Scan Status' refers to a Wallet scan completed by a Worksite Admin via the mobile Field Scanner app, within the date range specified only:
- No Scan (Grey) = No Wallet scans have been completed by an assigned admin on the relevant 'Site' for the date range specified.
- Not Compliant (Red) = At least one Wallet scanned did NOT meet the mandatory requirements established for the site.
- Compliant (Green) = All Wallet(s) scanned DO meet the mandatory requirements established for the site.
NOTE: A Worksite Admin must be 'Signed In' to the Field Scanner app. For more information on how to 'Sign In' to the mobile app, click here.
Assessing Site Compliancy
Once you understand what each 'Status' means, you can begin to assess whether your organization is, or is not, compliant.
For more information on how to assess compliancy for your organization, click HERE.
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