Assign a Foreman (Mobile App)
Foremen can manage their crew's daily site activities, including checking workers in and out, submitting permits and safety forms, and adding workers from their own company to form submissions, all within their assigned site.
Who can do this? Site Hosts
Scope: Per Site + Supplier (not across company-wide)
Before You Start
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The supplier is already added to the site.
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The person you want to make a foreman has checked in on this site under that supplier at least once (so they appear in the picker). Tip: ask them to scan the site QR and check in once if they don’t appear.
Steps (Site Host in the App)
What Foremen Can Do (on that Site, for their Supplier)
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Check in/out workers from their own supplier (batch or individual).
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Submit permits & generic forms (e.g., PTP/JHA) and add their supplier’s workers to those submissions.
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Privacy/Scope: Foremen only see workers and documents for their own supplier on that site.
Note: If a user’s supplier changes in the User Directory or the user is removed from the supplier, their foreman assignment for this site is automatically cleared.
Troubleshooting
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“I can’t find the user in the list.” Make sure they have checked in on this site under the same supplier (required to appear). Confirm their mobile number matches their profile.
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“We need multiple foremen for the same supplier.” Supported—use multi-select in Allocate foreman.
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“Removal didn’t stick.” Refresh the supplier page; confirm the user’s supplier assignment hasn’t changed and re-save.