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Registers: A Guide to the NextGen Portal (US)

The Registers page is where company admins and site managers go to find, filter, and open key records across their company and sites in the NextGen portal. Use it when you need to check compliance, review documents, or look up activity without digging through multiple menus.


Every jobsite in Breadcrumb has its own set of registers. They show who is on site today, who has been oriented, and which permits and forms have come in, all for the one project you are running.

This guide is for superintendents, safety managers, and anyone else running a single jobsite day to day. If you look after records across several sites, see the admin version of this guide.


 

What this means 

A register is a searchable list of records (for example orientations, permits, or cards) shown in a consistent table layout.
 
Registers can exist at the company level (global) and at the site level, depending on what you’re viewing.
 
Registers help you quickly find a record, open its full details view, and download supporting documentation when available.

 

When you’ll use this

You need to find a specific worker orientation, permit, card, or form submission fast.
 
You want to check what has been submitted, what’s missing, or what needs attention on a jobsite.
 
You’re managing companies (subcontractors/suppliers) across the business and across individual jobsites.
 
You want to confirm whether something lives in NextGen today or still needs to be handled elsewhere depending on your setup.

 

Before you start

  • Registers are on web. Open the web portal on a computer or tablet.
  • You only see your sites. If your jobsite is missing, ask your company admin to give you access.
  • Records come from the app. When workers check in, complete orientations or submit forms on their phones, those records show up here.



Check who is on site

Attendance

The Attendance tab opens on today's check-ins. This register shows attendance-related records and activity for workers on a job site (and may also be accessible at a global view depending on your setup).

What to use it for

  • Reviewing check ins and check outs (depending on setup)
  • Checking who has been onsite and whenSupporting jobsite reporting and time tracking workflows (depending on setup)

 
Turn on On site to see only the people checked in right now. The number next to it tells you how many people are on site.

Each check-in is its own row. A worker who leaves for lunch and checks back in will show twice.
Change the date to look back at a previous day or a date range.

View Daily Log opens this project's Daily Log in Procore in a new tab, if your company is connected. Attendance hours sync there automatically.
 


Review orientations and credentials

Cards

Cards shows the credentials workers uploaded during orientation, such as licenses, certifications and training cards. Check here before someone starts a task that needs a specific credential.

This register lists card records and related information.
 

What to use it for

  • Finding and opening a card record
  • Checking card status or details (depending on what your portal shows)
  • Downloading a card PDF when available


Orientations

In the US, you’ll commonly see this referred to as Orientations. This register shows orientation records and related details.
What to use it for
 
  • Finding a worker’s orientation record
  • Reviewing orientation details in a full record view (when available)
  • Downloading an orientation PDF for compliance or sharing (when available)


 

See every orientation submitted for your site. Filter by status to find the ones that still need attention:

  • Auto-approved: no review needed.
  • Approved: a host has approved it.
  • Revision requested: sent back to the worker to update.
  • Rejected: a host has rejected it.


Keep track of permits and daily forms

Form Submissions

Pre-Task Plans (PTPs), JHAs and other forms your crews submit from the app land here. Filter by company, foreman or date to confirm today's PTPs are in, then open a form to see the crew listed on it.

This register lists submitted forms and completed form entries.
 

What to use it for

  • Finding a submitted form by jobsite, company, or date
  • Reviewing form submission details in the record view (when supported)
  • Downloading a PDF of the submission when available


Permits

All permits for your site sit in one list, whatever the type. Filter by status to see what is open, on hold or closed.

This register lists permit records.
 

What to use it for

  • Finding permit records by site, company, worker, or date (filters vary by setup)
  • Opening permit record details
  • Downloading permit PDFs for jobsite compliance files
 


Company Docs 

This register is focused on company-level documents (often subcontractor compliance documents) that are tracked for a company and/or jobsite.
 

What to use it for

Checking what documents a company has submitted

  • Seeing document status indicators (depending on setup)

  • Opening a record and downloading a PDF when available



Evacuations

Evacuations in NextGen is a read-only review experience for evacuation records. It functionis to let company admins and site teams review evacuation drill and emergency records in the web portal without switching back to Classic. It’s designed to help you confirm who was expected at the muster point, who was accounted for, and produce exports for recordkeeping.

You can open an evacuation record to see the muster list grouped by subcontractor company, with anyone unaccounted for highlighted.

You can export evacuation information for sharing and compliance, depending on what you need.

 
 

 

Need help?

If you’re unsure where to find an evacuation record for a specific jobsite, or you think you’re missing access, contact your foreman or GC site team to confirm the right permissions and workflow for that jobsite.