Create a Site Safety Orientation
Complete employee intake, gather certifications, and communicate site safety rules with Orientations.
1) Navigate to Projects > select a project > "Orientations".

2) Click the orange button "+ Add Orientation".
3) Provide an orientation name, expiry date, and welcome messages. You can toggle on if you would prefer to use phone numbers for employee lookup. If you would like workers to take a selfie as part of the employee intake, toggle on "Requires Verification Photo".

4) Once your orientation has been created, click "View" to add steps and specify languages.


5) Add Orientation Steps. myComply supports multiple Orientation mediums:
Text Editor - A rich text editor to provide simple written instructions.
Add a Text Document, PDF, or Image - Select the file you would like to display. Toggle on dictation if relevant, then paste your content into the text box.
Add Video/YouTube link - For a local file, the maximum file size is 750 MB. For YouTube, enter the YouTube link. Note: Videos must be watched through to proceed.
Add a Test - Create a quiz with True & False or Multiple Choice questions. The user must receive a grade of 100% to move on to the next step.
Add a PowerPoint Presentation - Upload a PowerPoint file so that workers can toggle through the slides.
Add a General Orientation or Form - You can include a General Orientation or existing Form from the myComply dashboard to your site specific safety orientation.
Register and Sign (Defaults) - The first step will always be employee intake (these fields are determined in your project settings "Employee Field Requirements"). The last step will always be "Finish" which includes an electronic sign-off.
6) Once you have assembled your orientation steps, you can click the black and orange button at the top of the page "Generate Generic Invite". This will provide you with a shareable link and QR code poster.


Your site safety orientation will appear as a required certification for your project.