Accessing Configure Mobilisations

You can access the Configure Mobilisations feature via the left-hand navigation:

System Settings → Workforce Management Settings → Configure Mobilisations

Overview of Mobilisation Configuration

The Configure Mobilisations menu allows users to manage all settings and requirements for mobilising employees to a worksite. Mobilisation requirements can be configured using the following skill types:

• Worksite Skills
• Worksite Appointments
• Medical Record Skills
• Communications
• Org-wide Qualifications

Available Actions in Configure Mobilisations

Users can perform the following actions:

1. View Existing Mobilisations
2. Create New Mobilisation
3. Duplicate Mobilisation
4. Delete Mobilisation
5. View Mobilisation Summary
6. Inactivate Mobilisation
7. Edit Mobilisation Settings & Requirements
8. View Mobilisation Linkages
9. View Employees with Mobilisation
10. View Mobilisation Change History

1. View Existing Mobilisations

Displays a list of mobilisations with details such as:

• Status (Active, Inactive, Draft)
• Expiry
• Session Requirement
• Number of Requirements
• Linkages
• Number of Employees

Status Definitions:

• Active – Currently assigned to employee profiles.
• Inactive – Previously active, now archived.
• Draft – Created but not yet activated; cannot be added to profiles.

2. Create New Mobilisation

Allows users to create a new mobilisation in Draft status.

Steps:

1. Go to Configure Job Titles.
2. Click Create New Mobilisation.

3. Enter required details (e.g., name, expiry).

4. Click Create mobilisation.

3. Duplicate Mobilisation

Duplicates an existing mobilisation (any status) into Draft status.

Steps:

1. Go to Configure Job Titles.
2. Click More Options → Duplicate.

3. Enter a new name.

4. Click Create mobilisation.

4. Delete Mobilisation

Only mobilisations in Draft status can be deleted.

Steps:

1. Go to Configure Job Titles.
2. Click More Options → Delete.

3. Confirm deletion.

⚠️ Deleted mobilisations cannot be recovered.

5. View Mobilisation Summary

Located at the top of the mobilisation details page, this section includes:

• Title
• Status
• Expiry
• Session Requirement
• Edit Draft Button
• Actions Menu

Steps:

1. Select a mobilisation name or click View Details.

6. Inactivate Mobilisation

Inactivates a previously active mobilisation. Records remain on employee profiles, but no new records or linkages can be added.

Steps:

1. Select a mobilisation.
2. Click More Options → Inactivate.

3. Confirm action.

7. Edit Mobilisation Settings & Requirements

Allows users to modify mobilisation details and manage requirements.

Steps:

1. Select a mobilisation.
2. Click Edit Draft.

3. In the Settings Tab, update name, expiry, session requirement.

4. In the Requirements Tab, add/edit/expire requirements.

5. Click Update to save the changes.

8. View Mobilisation Linkages

Displays prerequisite relationships between mobilisations (e.g., Surface Induction required before Underground Induction).

Steps:

1. Select a mobilisation.
2. Go to the Linkages Tab.
3. View linked mobilisations and upcoming sessions.

9. View Employees with Mobilisation

Shows a list of employees assigned to the selected mobilisation.

Displayed Info:

• Employee Name
• Company Name
• Mobilisation Status
• Start & Expiry Dates

Steps:

1. Select a mobilisation.
2. Go to the Employees Tab.
3. Filter and view employee list.

10. View Mobilisation Change History

Tracks all changes made to mobilisation settings.

Displayed Info:

• Date & Time
• Change Description
• User Who Made the Change

Steps:

1. Select a mobilisation.
2. Go to the Change History Tab.