Editing Inductions

After an Induction has been created, or copied from a template, it can be edited. Editing an Induction makes sure that staff and visitors are receiving the right information.

Note: Your Access Level may restrict the use of some features.

Editing an Induction can only be done on Desktop. 

Before you start


Editing an Induction

  1. From the left menu, select Documents > Inductions.
  2. Click Edit on the required induction.



  3. To edit an existing Category or Statement, click within the text box.
  4. To add a new statement, click + Add new statement.
    1. Click Save when complete.

      Category Statement

    Formatting Options

    Add a Link
    Click the link icon for the statement. Paste the URL and add a description. Click Save.    

    Add a Policy
    Click the policy icon for the statement. Select a policy. Click Save.
    Only signed off policies will be available.



    Add an Image
    Click the image icon for the statement. Click Choose File and upload the image. Click Save.



    Once a Link, Policy or Image is added, the icon will appear blue.

    Deleting a Statement
    Click the Trash Can in the applicable statement. Click OK to confirm.


    Moving a Statement
    Click the Drag and Drop 3 dot menubutton or use the up/down arrows.


    What's Next?

    Duplicating Inductions

    Printing Induction QR Codes 

    Printing Inductions

    Assigning Inductions

    Running Inductions Overview