If you are connected to a business, you can define your relevant skills against that business by choosing your workflow categories.

To add your workflow categories, please follow these steps:

  1.  Go to your My workflows page.

  1. Click on the desired client.
    The workflow information page opens for that client.

  1. Go to the Manage section.
  2. Click on the My workflow categories option.
    The Workflow categories section is displayed on the page.
  3. Click the + Add button or the Workflow Wizard button; these are the two ways you can add a workflow category.

    Please see the sections below for information on how to use these two options.

+ Add button

If you clicked the + Add button in step 5 above, then the Manage categories panel would have appeared.

  1. Click in the Select category field – a drop-down list appears that contains all the available categories.
  2. Select a category from the list.
  3. Click in the Select subcategory field – a list appears that contains all the available subcategories.
  4. Select a subcategory from the list.
    You can select multiple subcategories unless the client has restricted this option.
  5. Click the Submit button.
    Sitepass saves your selection and a confirmation box appears.

Please be aware that your workflow requirements might be updated based on the category and subcategory selected above.

Workflow Wizard

If you clicked the Workflow Wizard button in step 5 above, the Workflow Wizard would have opened. 

  1. You can add additional workflow categories by scrolling to the bottom of the first page (Pick your work categories) and selecting the + Add a workflow category option; this provides you with a list of workflow categories you can add. 
  2. Click on a workflow category to add it.  
  3. Select a subcategory (or subcategories) from the list of options within the workflow category you added. 
  4. When you have finished adding your workflow categories, go to the bottom of the page and select the Next button; this takes you to the Pick your worksites page.
  5. If required, update your worksites. 
  6. Click the Finish button to finalise your changes. 

Please be aware that your workflow requirements might be updated based on the category and subcategory selected above.

Category and Sub Category definitions

If you are connected to a business, you can define your relevant skills against that business by choosing your workflow categories. These options have been set up by the client based on their business needs. 

A Workflow category generally reflects a role, a position, qualification, trade, or an alternate form of grouping. Whereas the subcategories are a specific field or area within a category. 

When you select your workflow category, the relevant steps are assigned to you to complete; which allows you to meet the client's requirements before you do any work for their business.