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EHS User Check-In Process

Checking in a Contractor before they come on site to perform work will ensure they are properly trained and have the correct documentation. The check-in process is performed by an EHS user like security personnel or a gate guard.

To learn more about an EHS user and other roles, see the CSM Roles article.

The EHS user(s) checking Contractors in will have clear visibility on what trainings and documents are required before coming on site. EHS user(s) will also have transparency into the status of each item. The status of the item will show whether a training item has been completed or not, as well as whether a document is expired or not. 

Check-In Status'

Contractor skillsets can have the below status' once assigned a skillset.

  • Complete: All trainings have been completed. All documents have been uploaded, approved and are not expired. 
  • Not Complete: Trainings and/or documents require action.

Contractor training items can have the below status' once assigned a training item.

  • Complete: All trainings have been completed. 
  • Not Complete: Trainings require action.

Contractor training items can have the below status' once assigned a training item.

  • Requested: Document has been requested by an administrator.
  • Pending Approval: Document has been uploaded but not reviewed by an administrator.
  • Approved: Document has been uploaded and then approved by an administrator.
  • Rejected: Document has been uploaded but then disapproved by an administrator.
  • Expired: Document was uploaded previously but has expired.

How to check-in a Contractor:

  1. Select the CSM Module in the top left
  2. Select the Home Icon
  3. Select Scan under Scan Contractor
  4. Enter Contractor ID and Click Search
  5. The system will pull up the Contractors assigned skillset(s). 
  6. EHS users can select the skillset status to display what training items and documents are required. 
Do not enter a Contractors ID with hyphens "-".

How to check in a Contractor from a mobile device:

  1. Open Frontline EHS Mobile App
  2. Enter Username and Password.
  3. Select Login.
  4. Select Contractor in the far right.
  5. From here you can check-in a user by:
    1. Scanning their QR code on their mobile device
    2. Searching their Contractor ID and selecting Validate.