The Induction App allows you to manage inductees and inductee profiles in the SmartDMS. New Staff need to have been added to your Microsoft tenant before you can assign them induction documents.
To Open the Induction App
On the navigation menu click Admin and select Manage Inductees.
The app contains two pages:
1. Inductees
2. Inductee Profiles
Inductees
The inductees page allows you to add new inductees to SmartDMS by assigning them to inductee profiles. You can add a new inductee by selecting the ‘+’ icon next to the page name.
Select the New Inductee name, add a start date and an Assigned Profile. All fields are mandatory. Once you select an Assigned Profile, you will be able to see a preview of the assigned categories and document selections that will be assigned to this inductee. Once you fill in the form, select Submit to add the inductee into the SmartDMS.
The assigned categories and Document selection are managed from the Inductee Profiles list.
Inductee Profiles
The Inductee Profiles page enables you to create, edit, view, and delete profiles. Each inductee profile acts as a “role” that can be assigned to an inductee and includes specific categories and document selections. These selections determine the tasks that will be assigned to the inductee.
To view the inductee profiles page, you can select Manage Profiles button in the inductee page.
If you want to go back to the Inductee page, simply click the Manage Inductees button in the top right corner of the Inductee profiles page.
View Inductee Profile
To view an inductee profile, select eye icon next to the inductee profile you like to view.
Edit Inductee Profile
To edit inductee profile, select pencil icon next to the inductee profile you like to edit.
In the Edit Inductee Profile update the necessary details and select Submit button to save changes. All fields are mandatory.
Delete Inductee Profile
To delete an inductee profile, select the trash bin icon next to the inductee profile you want to delete.
In the Delete Inductee Profile panel, select the Confirm button to provide your confirmation.
Manage Inductee Profiles
Add New Inductee Profile
You can add a new inductee profile by selecting the + icon next to the page name.
In the New Inductee Profile form, add the name of the role and select the categories and documents required. All fields are mandatory.
