[collapse title=Approve Worker Registrations]
- Go to "Workers" then "Worker Registration Approval"
- For the worker to approve, click the green "Approve" next to their name
- Click "Yes"
- If the worker is already in the database, you will get a notice to make sure you're adding the permit to the right person. Click "Yes"
- If the worker is already in the database and the person is archived, there may be a screen to select whether to keep old values or update to new values. Select accordingly and click "Apply".
- When the worker record appears, click "Save"
- Add any additional user groups
- Click "Sync Permit Links" to add the newly attached PI and click "Save"
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[collapse title=Approve Worker Removals]
- Go to "Workers" then "Worker Registration Approval"
- For the worker to remove, click the green "Approve" next to their name
- Make a note of the worker's name - you will need it later
- For the message titled "Remove Worker from PI Permit" that states "This action can not be undone. Proceed?" click "Yes", then click "Ok"
- If you get a message titled "Additional Worker / PI link" that states "Would you like to remove worker's access to given PI. Worker is not attached to any other permits controlled by PI.", click "Yes".
- When the worker record appears, check whether the worker is attached to any other PIs.
- If so:
- Click "Save"
- Remove any no-longer-needed user groups
- Click "Sync Permit Links" to remove the newly attached PI and click "Save"
- If not:
- Enter today's date as the worker's termination date
- Click "Save"
- Go to "Workers" then "Workers"
- Search for the worker
- Click "Archive Worker" then click "Yes"
- If you get a message titled "Invalid Archive" that states "Unable to archive record because it is currently referenced by records in the following tables: EHSA Users (1) View... This record cannot be archived until the referenced records are changed or deleted.", click "View" next to "EHSA Users".
- Single click on the user's row, then click "Delete" then "Yes"
- Click "Return"
- Click "Archive Worker" then click "Yes"
- If so:
[/collapse]