01 Aug 2021

In many industries, ‘Field workers’ will most probably require site inductions to work on a service account premises.

What is a Site Induction?

A site induction, also referred to as a contractor induction, is a form of introductory instruction that ensures that workers new to a construction site or facility are familiar with the layout and organization of that workplace, as well as with their responsibilities.

https://www.safeopedia.com

So how should this be catered for in Field Service?

In many scenarios a ‘Characteristic’ created for a specific ‘Site Induction’ (almost a ‘pseudo certificate’), should .suffice to achieve the functionality.

Step 1: Creation of the ‘Characteristic’

When a ‘Service Account’ is created, a ‘Site Induction’ Characteristic should also be created. This can be be performed manually or as a automatically using a ‘Power Automate’.

Step 2: Add the Skill to Field Worker (Bookable Resource)

On completing the site induction, the ‘Site Induction’ skill should be added the ‘Field Worker’.
Please note that ‘Site Induction’ may have a expiry date. For example the induction may need to be repeated in 12 or 18 months. (This feature was suggested by a colleague – I have not got his permission as yet, to name him).

Step 3: Site Induction should be include on Characteristic for Work Order Or Incident Type

For all work orders at client premise the ‘Site Induction’ should be included as a characteristic. As each ‘Field Worker’ passes the site induction, this skill should be included in their skills,