Register a SafeSite User in the Field
Administrators with suitable account permissions can use the SafeSite app to generate a registration QR code to register or reregister subcontractor SafeSite accounts in the field.
Use this process when a subcontractor can't return to the site office to complete their registration.
Note: For information about registering new SafeSite users in Virtual Superintendent, read the Register a New SafeSite User help article.
Permissions
To generate a registration QR code in the SafeSite app, you must have the following permission:
- Superuser
Register a New SafeSite User
If a subcontractor doesn't have a SafeSite account, generate a Supplier QR Code for the supplier they work for on your device. The subcontractor then scans the QR code showing on your device to create their account and associate it with the selected supplier and project.
Step 1: Generate a supplier QR code on your device
To generate the QR code:
- Open the SafeSite app and sign in.
- Tap Menu > On-board. The On-board screen opens.
- Tap Subcontractor.
- Open the dropdown list and select the subcontractor's supplier.
- Tap Next. The supplier QR code displays on your device. Keep the QR code displayed while the subcontractor completes the registration process described in step 2 below.
- Tap Next to return to the login screen once the subcontractor has scanned the code.
Note: The QR code can be scanned from two locations in the SafeSIte app. Either on the initial SafeSite registration page, which registers a new account and assigns it the project, or on the sign-on page after tapping Add Project Sign-on, which adds the project to the user's existing account.
Step 2: Register the subcontractor on their device
Ask the subcontractor to complete the following steps on their smartphone:
- Open your mobile device's app store: Apple App Store or Google Play Store. If using the app store's search system, search for Cloudscape SafeSite.
- Download and install the SafeSite mobile app.
- Open the SafeSite mobile app on your device.
- Tap Allow when prompted to grant access to device features. These permissions are required for the app to function correctly. See the Device Permissions section of the Install and Register the SafeSite App help article for details.
- Tap Scan QR Code. Use your device’s camera to scan the QR code displayed on the supervisor's device. If prompted, allow access to your device’s camera. This step registers you as an electronic dockets user and connects you to the correct project.
- Review the project information displayed on screen and confirm the details are correct.
- Tap Next.
- Review the End User Licence Agreement.
- Tap Accept.
- Enter your personal details as prompted. This includes your first and last name, email address, role, and your mobile phone number.
- Tap Next. You are now registered as a SafeSite user for the selected supplier on the project.
Reregister an Existing SafeSite User
Reregister an existing user if the subcontractor already has a SafeSite account but needs to set up the app again, for example, after getting a new phone or deleting and reinstalling the app.
Note: Reregistering the existing account retains the subcontractor's historical SafeSite data.
To reregister a subcontractor:
- Open the SafeSite app and sign in.
- Tap Menu > On-board. The On-board screen opens.
- Tap Subcontractor.
- Tap Re-enable existing subcontractor. The user selection screen opens.
- Scroll to the user you want to re-enable and select them. Alternatively, type their name into the search field at the top of the screen, tap Filter, then select the user.
- Tap Next. The user registration QR code displays on your device.
- Ask the subcontractor to open the SafeSite app on their device and scan the QR code.