Builders
Support Articles for Builders
By Joanna and 1 other2 authors318 articles
- Welcome to BuildPass
- How to invite workers
- How do I change my personal details?
- Cheat Sheet (Admin)
- How do I change my company name and logo?
- What to do if password reset link is expired
- Unable to access BuildPass Admin
- How to add admin users
- How Can I Customise My Navigation Bar in BuildPass?
- How to enable notifications in the admin app
- BuildPass Essential Webinars
- Bulk uploading companies into BuildPass
- An overview of BuildPass settings
- How do I log onto the BuildPass admin portal?
- Exporting your data from BuildPass
- How to switch between your BuildPass accounts
- Understanding our updated side navigation
- How to manage BuildPass templates
- How do I ensure BuildPass emails aren't marked as spam?
- How to Use Tags to Organise and Send to Companies and Workers
- Supasite - How To Capture Phone Call Summaries In BuildPass
- SMS Disruption — Outbound Messages Currently Affected
- How SMS sending and opt-outs work in BuildPass (Australia)
- How to get the Admin App
- What are Admin User roles?
- How do I get the BuildPass Worker app?
- How do I get notifications for a project?
- How to assign Admin Users to projects
- What is the difference between staff and admin users?
- How do I export data to a spreadsheet?
- What is an Admin User
- How do I setup my Company details and settings in BuildPass?
- Show Last Completed on Public Forms [Setting]
- Critical Path in Scheduling (Gantt)
- Client Portal
- How to download and use worker helmet stickers
- How do I add a worker and their Certifications to BuildPass?
- What is a company induction and how do I enable it?
- What is a company induction?
- What is a site induction?
- How do I manually induct a worker?
- How do I request a re-induction?
- How to assign a site induction to a project
- How to preview inductions in BuildPass
- How do I generate a PDF of an induction?
- My worker can’t induct and sees a “SWMS required” message
- How to induct a worker without scanning a QR code
- How can I make all questions in site induction mandatory?
- How do I sign on as a visitor?
- How to enable night shift for workers using Site Timings
- How do I sign a worker off manually?
- Are workers automatically signed out at the end of the day?
- What is a sign on?
- How do I generate a report of company sign-ons?
- How do I export sign-ons?
- How do I set up rotating QR codes for my project?
- How can I sign off all workers at the end of the day?
- How do I change the sign on template?
- How do I sign off as a visitor?
- Can I manually sign on a visitor?
- How to Change the Visitor Sign-on Questions
- How To Enable Auto Sign-Ons - (Admin)
- What’s the difference between notices and toolboxes?
- How do I create a toolbox?
- How do I run a toolbox?
- How do I mark attendance on a toolbox?
- How are workers notified of a toolbox?
- How do I add an attendee to a toolbox that wasn’t originally invited?
- How do I generate a PDF of the meeting?
- What changes have been made to the Toolbox module?
- What is a Site Diary
- How do I add a site diary?
- How do I copy a site diary?
- How do I edit the Site Diary template?
- How do I generate a PDF of a site diary?
- How to Trace a Photo Back to Its Source
- How do I complete a site diary for another day?
- How do I quickly find a site diary?
- How do I change the default hours allocated to each sign on?
- Site Diary 101
- What is a permit?
- How do I setup a new permit?
- How can I edit a permit template?
- How do I view my currently active permits?
- How can I approve Worker's permit application?
- How can I suspend a workers permit?
- How to Configure Permit Notifications
- How to Export a Permit as a PDF
- Who can apply for Permits in BuildPass?
- How can I limit worker access to permits?
- How to archive and restore a form template
- How do I generate a QR code for a Form?
- How do I create a form template?
- How do I view a completed form?
- How do I remind someone to complete a form?
- How to Categorise Your Forms
- How do I start a form?
- How to download a PDF version of your form
- How do I share a form?
- How do I share a form with a worker?
- How to create form categories
- Highlighting form information in tables
- How do I create an access form template?
- Who can create and edit site inductions?
- How do I edit a form template?
- How do I add conditional logic to a form template?
- How to export a form into PDF
- What is a form template?
- What are forms used for?
- How to filter forms
- How to select a company within a form
- How to make completed forms by workers visible to other workers with the BuildPass Worker app
- How can I locate the Templates section in BuildPass?
- How to Generate a Template from a File
- What is the Drill-Down Select block for Risk Assessments?
- How to configure a Risk Assessment form using the Drill-Down Select block
- Viewing, exporting, and auditing Drill-Down Risk Assessments
- Do you have an email I can send to companies we work with introduce BuildPass?
- How do I add a new company?
- How to request custom document types from companies
- How to remove a company from a project
- How do I add a contact for a company?
- How to remove a Company from your account
- Do companies have to re-upload documents for each project?
- How to share an invite link with a company
- Subcontractor Introduction
- How do I view all files uploaded by a company?
- How do I upload SWMS for a company?
- How do I add certifications for a worker?
- How do I get more certification types added to BuildPass?
- How do I view all expired Certifications?
- How do I set up company-wide required certifications?
- How to Set Project-specific Certifications
- What happens if I add a new mandatory certification?
- How Can I Prevent Workers with Invalid Certifications from Signing On to Site?
- How to Streamline Certification Management Through BuildPass
- How to Request SWMS from a Company
- How do I review a SWMS?
- What is a SWMS Review Form?
- How do I customise a SWMS review form?
- What happens if SWMS are uploaded after an induction is completed?
- How do I add SWMS for my own staff?
- What does the SWMS module do?
- How do I make a SWMS optional?
- What is a SWMS library?
- How do I archive and unarchive my SWMS?
- Exporting SWMS
- How to attach additional documents to your SWMS in BuildPass?
- How do I update the status of a SWMS or Insurance on a project?
- How do I add a register item?
- How do I create a register?
- Introduction to BuildPass Registers
- Linking a Form to a Register
- What is a project-specific register?
- How do I link a form to a register item?
- How To Update Register Items
- How do I share a register item form with a subcontractor?
- How do I edit the register fields?
- How do I change the columns on a register?
- How do I change the project a register item is assigned to?
- How do I change who a register item is assigned to?
- How Do I Update a Register Template?
- How to hide register items not relevant to my project?
- How to invite a company to upload plant to my register
- How to review Plant and Equipment companies have uploaded to your register
- Plant & Equipment Register - Create a Register that Allows Company Uploads
- Plant & Equipment Register - How do I manage Register Item Types?
- Plant & Equipment Register - How to Invite a Company to Upload Items
- Plant & Equipment Register - How to Review Items Uploaded by Companies
- Plant & Equipment Register - Item Bookings
- Plant & Equipment Register - Settings
- Plant & Equipment Register - What are Upload and Review Templates?
- How do I generate a report of defects?
- How do I create a defect?
- How do I send a defect to the assignees?
- How do companies respond to defects?
- How do I download a defect report?
- What are defects?
- How do I close out or resolve a defect?
- How do I see the defects for a particular Company?
- How do I edit a defect?
- How can I enable defects in an Inspection or Form template?
- How can I see defects across all of my projects?
- How do I assign defects to a location?
- Selecting Assignees for Actions and Defects
- How to share drawings in folders
- How to upload drawings and sets
- How do I add and view drawing titles?
- How do I sort, search and filter drawings as an admin?
- How do I bulk review drawing updates in the Builder app?
- How do Drawing Notifications work?
- How to export a drawing register to CSV
- How to add markups to drawings
- Creating a schedule
- How to assign schedule tasks to admins, companies, and workers
- What do companies I work with see about my schedule
- How to share updates and export schedules
- How scheduling conflicts work
- How do I assign tasks to people in Scheduling?
- How to Export Schedules to PDF
- How to set up non-working days and exceptions
- Share live links of your schedule
- Calendar view across projects
- Subtasks
- Baselines
- How do I configure the settings for timesheets?
- How do I review and submit timesheets as an admin?
- As a secondary approver how do I use timesheets?
- Bulk export timesheets for all current projects
- How Can I Enable Start and End Times for Timesheets?
- Who can timesheets be created for
- Timesheet Cost Codes
- How does BuildPass calculate a worker's hours for a sign-on?
- Setup the BuildPass integration with Procore
- How Do I Sync My Daily Site Diary to Procore?
- How can I setup the BuildPass integration with Buildxact?
- How to connect projects on Procore and BuildPass
- How to access your Procore Webhook
- How to manually sync Procore
- Setup the BuildPass integration with Premier
- Setting your document sync location in Procore
- How do I reconnect my Procore integration in BuildPass?
- How do I export timesheet data to upload into Premier?
- How to reconnect BuildPass to Procore
- How to create a workflow in BuildPass
- Scheduled workflows and reminders
- Using branch blocks in workflows
- Using wait blocks in workflows
- What is a workflow in BuildPass?
- Workflow action blocks
- Workflow triggers explained
- Managing workflows in BuildPass
- Send workflow notifications to external recipients and project contacts
- Send a PDF with your workflow notifications