This setting determines whether visitors must successfully complete the Safety Instruction before they are registered at the work location.
Why use it?
Set this setting to Mandatory if you want every visitor to know how to work safely at the work location. Leave it on Optional if visitors may take the Safety Instruction but do not have to.
Applicable to
Organisation level
Project level
You can find this setting in the project settings, on the Safe tab, under the Registration requirements heading (Safety Instruction section). There it is called PI mandatory for visitors.
At organisation level, you can find it in the organisation settings, under the Safety Instruction heading.
If you choose Organisation setting at project level, the project follows the organisation's setting. The drop-down list shows which value that is.
The setting only works if a Safety Instruction is linked to the project.
Options
Organisation setting/Not set (default setting)
At project level, this option is called Organisation setting: the organisation's setting is applied. At organisation level, it is called Not set: the system setting then applies, which is Optional.
Optional
The visitor can take a Safety Instruction, but does not need to in order to complete the registration.
➕ Visitors can be registered quickly
➖ You cannot be sure that every visitor has seen the Safety Instruction
Mandatory
The visitor must successfully complete the Safety Instruction in order to be registered at the work location. When you enrol a visitor, the email address and mobile phone number are then mandatory. At check-in, you see the heading Mandatory Safety Instruction. If the visitor has not yet completed the instruction, you can exempt them with a tick.
➕ Every visitor has completed the Safety Instruction
➖ Registration takes longer, because the visitor must first complete the instruction