Record and sign off an induction step

1. Open their induction: from Inductions you supervise on Today, or from their row on Staff Files Register.
2. Tap Show on the part, then tap the step.
3. Under Who did it, pick the person, or Someone without a login… and type their name. Set the date, add a note if it helps, and tap Record it as done.
4. Add a file if the step needs one, such as a certificate.
5. Someone else then taps Sign off. You can’t sign off a step you did yourself, and the new starter can’t sign their own.

Medicines competency is signed off by a Manager, the Owner or the clinical lead only. The Care Certificate and pre-employment checks are signed by a Manager or the Owner.

When it’s done

It says Saved, then Signed off. The step shows who signed it and when, and the count at the top goes up.

If it doesn’t work

• There’s no Sign off button, and a line says why: you did the step yourself, it needs a Manager, or it’s the starter’s own. Ask someone who can.
• It says Sign-off unlocks once every policy is read: they still have policies to read and sign.
• You recorded it by mistake: tap Take back “done”.