Setting up a worker's profile

A worker never signs themselves up — an admin creates their account first, from Organization → Workers, and it starts them off with an email invite. From there it's three steps: log in, set up their profile, and see what needs their attention.

Log in

The link in that invite email, or fieldtec.ca/login directly — email and password, or a magic login link sent by email. There's nothing to sign up for here; the account already exists.

Set up their profile

Reached from the avatar menu, top right, from anywhere in the app — Edit Profile opens your own profile page. Overview shows where you stand; Compliance lists every certificate, course, document, policy and form you need; My details holds your phone numbers, address, emergency contact, language, blood type and Safety Passport, plus your photo, password, email and two-step login (your address, emergency contact, home phone and blood type are private: only you and the people your company gives View sensitive fields, usually Safety and HR, can see them, and blood type is never on your Safety Passport); Notifications is how you're told; Activity is everything you've done. Your name, position, location, supervisor and hire date are set by your company, so ask an admin to change those.

Where to start

Signing in opens FieldView first: the tiles for reporting something or checking the Notice Board, and underneath them your own certificates (valid, expiring, expired or missing) and training (to do, in progress, done). Tap Overview (top right) to go to your personal Overview. The Overview is never a company-wide screen. What's on it depends entirely on their position and what's been turned on for them (see "How permissions work"), but the fastest way in is the same for everyone: start with the To do card at the top, which gathers everything waiting on them in one place — the same list as the To do icon, top right. Anything flagged red is the thing that actually needs doing right now — an end-of-shift check still owed, an observation still open, a notice still unread. Green or grey means caught up.

Incidents: Report, Investigations, My incidents

Report files a new incident. Investigations lists every incident you've been selected to work on: incidents where you're the lead investigator, sign-offs where it's your turn, and claims you own. Each opens straight to the work. Only the Company Admin and Admins with Incidents access can be named lead investigator, and being named puts it on your list. My incidents is everything you've reported.

My certificates

My Certificates opens on a table of every ticket you have on file — the same layout admins see, just yours. Filters lets you narrow it by status (expired, due in 2 weeks, due in 3 months, valid) and by certificate. Each row shows the issue and expiry dates, whether it has been verified, a PDF of the document, and a Wallet card once it's verified. If one was rejected, the reason is right on the row. Tickets your position requires that you haven't submitted yet are listed above the table, and Download all as one PDF puts every ticket in a single file to send to an employer or prime contractor.