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Organising by Type and Code

Organise the library to mirror your site structure:
  • Use Type for broad grouping (e.g. Induction, Pre-start, Refresher).
  • Use Category / Code for department, task, or regulatory requirement (e.g. MS-WP-001).
  • Use Description to clarify when the competency must be used.

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Linking Evidence by Default

You can attach a default PDF or image to a library entry that workers will see when:
  • They are assigned the competency.
  • They complete an inspection or checklist requiring it.
Keep these files:
  • Up to date with latest site rules.
  • Small in file size to reduce loading time in the field.
  • Named consistently (e.g. Induction_GeneralSite_v2.pdf).

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Editing and Versioning

To update a competency:
  1. Open the Library entry.
  2. Tap Edit.
  3. Update text and replace the evidence file if needed.
  4. Save.
Best practice: When releasing a new version of a competency:
  • Update the name or description with a version tag (e.g. Induction_GeneralSite_v2).
  • Notify supervisors to reassign the new version if required.
  • Review the Register to see who needs renewal.