Dual induction types
Run full inductions for operatives and simplified visitor inductions from one invitation flow.
Safety module
Digital inductions from invite to verified completion
SiteGrip induction workflows help project teams invite operatives and visitors, track progress through each status, and complete approvals with clear, project-scoped evidence.
What teams get with inductions
Lifecycle status tracking
Track every enrolment through invited, in progress, submitted, approved or rejected, with expiry handling built in.
Project + subcontractor context
Link inductions to the selected project, attach subcontractor companies, and designate supervisors when needed.
Template-driven completion
Automatically apply the right template set for each induction type so completion evidence stays consistent.
Step-by-step flow with arrows
This map reflects the documented inductions workflow so users can quickly understand how invitations move from creation through completion and verification.
Invitation flow
Send Invitation → Create Enrolment (invited) → Email/SMS link delivered
Completion flow
Invited → In Progress → Submitted
Verification flow
Submitted → Approved / Rejected
Expiry branch
Invited/In Progress → Expired (when invitation window lapses)
Induction operating model
Delivery combines invitation control, secure completion, and permission-led verification in one consistent safety workflow.
Template orchestration
- Full induction combines active general and project templates for the selected project.
- Visitor induction uses the dedicated visitor template for faster access onboarding.
- Each enrolment stores required template IDs to keep completion requirements explicit.
Token + expiry controls
- Every invitation is issued with a unique token for public-link access.
- Expiry windows enforce time-bounded completion and reduce stale open invites.
- Existing active enrolments are checked to prevent duplicate invitation clutter.
Permission-led management
- Invitation management is protected by the `manage_inductions` permission gate.
- Create, review, and decision actions stay tied to organisation and project context.
- Approval decisions retain verifier identity, timestamps, and rejection reason when present.
Notification system explained
Invitation delivery
- Induction invitations send over email (Resend) with project-specific 'Start Induction' links.
- Email content adapts for full vs visitor induction and includes expiry guidance.
- Invitation records are created first so delivery issues do not erase operational evidence.
SMS support
- SMS invitations are sent via ClickSend using UK mobile normalization (+44 format).
- Messages include direct induction links and expiry timing for quick mobile completion.
- Email and SMS are attempted independently so one channel can still succeed if the other fails.
Platform notification rules
- SiteGrip keeps in-app notifications as the baseline channel across safety events.
- Expiring inductions are treated as warning events and use in-app + email delivery.
- For workflow events like induction completion, notifications follow non-blocking queue patterns to avoid UI delays.
Governance and assurance
Audit-ready lifecycle
Status transitions, reviewer decisions, verification metadata, and invitation context stay attached to each enrolment.
Controlled access
Only authorised safety and project roles can create and manage induction invitations, reducing uncontrolled onboarding.
Compliance evidence
Approved inductions and completion records help teams demonstrate site readiness and onboarding compliance.
Standardise site entry with controlled inductions
Give project and safety teams one induction workflow for invitations, completions, notifications, and approval evidence across every live project.