Builders
Support Articles for Builders
By Gilad and 9 others10 authors309 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
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)
How to Customise Site Inductions
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 generate your QR code poster
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 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 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
How do I add a company to a project?
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
Does BuildPass have SWMS templates?
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?
Assigning Actions and Defects
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 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