Connecting to work sites in My Workflows
A work site is either the actual location of a business or of where that business is temporarily located. A business can have multiple locations - for example, a bank may have several branches, each with its own physical location. An example of a temporary work site is where a construction company has set up a non-permanent workplace for an onsite project.
You might be employed to work at several locations for your employer; this may also include working onsite at a client's work site.
Steps - connect to a work site
To connect to a work site, please follow these steps:
- Go to the My Workflows page.
- Select the relevant business by clicking on their logo or their name.
Please note that you need to be connected to that business first. If the business has a Not Connected status, you can follow these steps to connect:
- Hover over the business with your mouse, select the three dots when they appear, and then select Connect; or
- Click the business. When the View business details panel opens, select the Connect button.
If a business does not appear here, please contact your Sitepass Administrator. If you are the Administrator, you can ask the client to connect to you through Sitepass.
- When you select the business, your workflow for that business opens.
Click on the Connected work sites option, which is under the Manage section; this allows the Work Sites section to be displayed – an example is provided below:
- Click the Connect button; this is against the work site that you would like to connect to.If the work site does not have the Connect option, that means that you are already connected to that work site.
Sitepass automatically connects you to the selected work site when you click on the Connect A confirmation box appears at the bottom of your screen; it lets you know that the connection was successful.Your workflow requirements may be updated based on the selected work site.
For more information on connecting, please see the following articles: