Create an Induction
Use this when you need to create a new induction template in the Breadcrumb admin portal, such as a Site Induction or Visitor Induction. This process helps ensure the induction is assigned to the correct visitor types and can be used either for a specific site or across the wider company.
What this means
- An induction is a form/workflow a worker completes (and may need host approval) before working on a site.
- “Creating an induction” sets up the induction template (title, expiry, approval mode, scope/type, questions, and who it applies to).
When you’ll use this
- A new customer needs a standard Site Induction and/or Visitor Induction created during setup.
- A customer needs a new induction (or a clone of an existing one) for a specific site or a company-wide requirement.
Step-by-step
Common issues
Induction not showing up for the right people
What to check
- “Limit visitors based on types” is set to Yes and the correct visitor types are selected
- The induction is marked Mandatory if the customer expects it to be enforced
What to do
- Update the induction and re-check the visitor type selections
Expiry causes lots of people to re-do inductions at once
What to check
- Expiry is set to “end of year” for something that should be annual (valid until the end of calendar year)
What to do
- Change expiry to a custom duration (for example, 365 days) if the goal is “one year from completion”
Approval mode doesn’t match the customer’s process
What to check
- Approval Mode is set to Automatic vs Host Approval
What to do
- Switch the approval mode to match what the site team expects (manual review vs auto-approve)
Why this matters
- Correct induction setup ensures the right people are prompted at the right time, keeping sites compliant.
- Matching approval and expiry settings to the customer’s process reduces rework and avoids support issues.
Need help?
If you’re unsure whether the induction should be site specific or company wide, or whether it should be Host Approval vs Automatic, confirm with the foreman or GC site team (or the customer’s main site contact) before finalising the setup.
If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.