With this setting, you decide whether third parties 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 third party to know how to work safely at the work location. Leave it on Optional if third parties may take the Safety Instruction but do not have to.
Applies to
Organisation level
Project level
You can find this setting in the project settings, on the Safe tab, under the Registration requirements heading (section Safety Instruction). There it is called PI mandatory for third parties.
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 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 applies.
At organisation level, it is called Not set: the system setting applies, which is Optional.
Optional
The third party can take a Safety Instruction, but does not have to in order to complete the registration.
➕ Third parties can be registered quickly
➖ You cannot be sure that every third party has seen the Safety Instruction
Mandatory
The third party must successfully complete the Safety Instruction to be registered at the work location. When you enroll a third party, their email address and mobile phone number are then mandatory. At check in, you see the heading Mandatory Safety Instruction. If the third party has not yet completed the instruction, you can exempt them with a tick.
➕ Every third party has followed the Safety Instruction
➖ Registration takes longer, because the third party must first complete the instruction