Understanding mobilisation tracking in employee profiles

Summary

Track and manage employee mobilisation information, including induction and registration details, directly from the employee profile page.

What it is

The mobilisation section displays comprehensive information about employee inductions and registrations on their profile page. You can view worksite assignments, mobilisation status, and important dates in one centralized location.

Why it matters

This feature helps you efficiently manage employee assignments and compliance requirements. You can quickly assess mobilisation status, track expiry dates, and ensure employees meet all necessary requirements before deployment.

Key points

• Level 1-3 users can view mobilisation information on employee profiles
• The system displays five key details: worksite, mobilisation name, status, start date, and expiry date
• You can filter mobilisations by status (all, active only, or recent and active)
• Level 2+ users can create new mobilisations and manage existing ones (with appropriate permissions)
• Search functionality helps you quickly locate specific mobilisations

How to use mobilisation tracking

View mobilisation information

1. Navigate to the employee profile page
2. Locate the mobilisation section
3. Review the displayed information:
   • Worksite
   • Mobilisation
   • Mobilisation status
   • Start date
   • Expiry date

Filter and search mobilisations

• Click All Items to view all mobilisations (active, expired, or cancelled)
• Click Valid items to view only active mobilisations
• Click Valid & recent items to view recent and active mobilisations
• Enter keywords in the search bar (top right) to narrow your results

Manage mobilisations (Level 2+ users)

• Click the button (top right) to create a new mobilisation
  • Note: Available for Level 2+ users with custom permission to add mobilisations
• Click the button next to requirements to view history or inactivate a mobilisation
  • Note: Available for Level 2+ users with custom permission to add mobilisations

View detailed information

• Click ▼ to expand and view additional details and attachments for any mobilisation
  • Note: Only Level 2-3 users can collapse skill content and view uploaded attachments
• Click the button to open the employee's details page in a separate browser tab

Employee details page

When you open the detailed view, you'll see:

Top summary

• Worksite
• Employee details
• Mobilisation name

Mobilisation requirements

• Requirement name
• Responsible party (Company Name)
• Completion criteria
• Requirement status
• Due date
• Click ▼ to expand and view additional details and attachments for specific requirements
  • Note: Only Level 2-3 users can collapse skill content and view uploaded attachments

Training requirements

• Damstra Training: Displays online training requirements based on the selected job title
• Add job title: Click to add a new job title to the mobilisation
  • Note: Available for Level 2+ users with custom permissions to edit job titles, and only when the selected worksite allows job title editing

FAQs

Who can view mobilisation information? Level 1-3 users can view mobilisation information on employee profiles.

Can I create new mobilisations? Level 2+ users can create new mobilisations if they have the custom permission to add mobilisations enabled.

How do I find specific mobilisations quickly? Use the search bar located at the top right of the mobilisation section to enter keywords and filter results.

What's the difference between the filter options?

• All Items: Shows active, expired, and cancelled mobilisations
• Valid items: Shows only active mobilisations
• Valid & recent items: Shows recent and active mobilisations

Related Articles

• Employee Profile Management
• User Permissions and Access Levels
• Worksite Management
• Training Requirements Overview