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Managing Users

The Users List

Select Account > Users from the menu. You will find the list of users in your company, as well as pending invites at the bottom.

Inviting Teammates

Proposing the value of EZICHEQ

Even if your team is excited to start using EZICHEQ in their day to day operations, it is important they understand why this will benefit them.

  • Keep all compliance on items - This is hugely beneficial when traveling between sites and being able to demonstrate the item status at any time. Alerts will also notify the appropriate person if the item has become unsafe or due for re-certifying.
  • Save time and know who’s accountable - It’s always Mister Nobody who lost the drill or ladder. Using a simple sign in/out feature will save who last used the items, assign users to the items as ‘ownership’, and use a simple geo-location feature that when scanned, will update its ‘last used’ location.
  • Be sure your team knows what they are checking - Custom checklists can be assigned to items and accessed by scanning the QR code. This saves both time and paper, and minimises the potential of losing the completed checklist in transit.

Inviting Users to EZICHEQ

  • Under Accounts > Users click the Invite New User button in the upper right.
  • Enter their email address, and select a role they will start with after they join.
  • Press Invite User

Modifying a User

Click the user's name in the user list.

If you are the managing company (the user's first company) you will be able to edit their name and phone number.

Setting Permissions

There are three classifications of users you can divide your team into:

  • Admins - Have the ability to manage account details, billing, users, and to create item types and checklists. If you have enabled the advanced features, they also have access to sign-in and sign-out items on behalf of other users and to manage API connections.
  • Users - Can access the EZICHEQ platform which contains all details and history of items. If this team member will be adding, editing or decommissioning items, or to run reports, they will need to be classified as a user.
  • Checkers - Checkers get just enough permissions in order to run checks on items (including certified checks if they are certified), and to allocate labels to new items. They can get alerts directly to their emails. Checkers can be assigned to items to help with directing alerts to the appropriate person but also creating ownership and responsibility between the team. They do not have access to the platform, cannot add, edit or decommission items.

You can also select Custom and adjust the permission switches as you wish. [NOTE: Some permissions require other permissions, but this page will automatically make the adjustments necessary to satisfy these dependencies].

Setting User Qualifications

Certain Item types in the platform required for certain qualifications to be enter for users. These include:

  • Electrical Testing
    • ASNZS3760PAT · AS/NZS3760 Electrical Testing and Inspection
  • Scaffolding
    • Competent Scaffolder – Assessed as competent for low level scaffolds
    • Elementary Ticket Scaffolder - Scaffolding level 3 NZQA
    • Intermediate Ticket Scaffolder - Scaffolding level 4 NZQA
    • Advanced Ticket Scaffolder - Scaffolding level 5 NZQA

Driving User Engagement

Here's a few EZICHEQ tips to help kickstart your team into using the platform in the best possible way.

  • Ensure there is an entire group meeting or tool box that will explain to everyone what the intentions of using EZICHEQ is. This is a crucial buy-in period for on boarding the team and change is always a tough thing to do for everyone.

We have created a simple tool box guideline at EZICHEQ so please contact us if you would like this example.

  • Try and find an early adopter within your team that will embrace the use of technology and encourage the team to use it together. This will create a bit of liability from the users as they won’t want to be the person that lets down the team.
  • Have a follow up meeting to find out any issues the team may potentially have, but it will also remind them to keep this as an everyday routine. Research states that the average person will need to do something 21 day continuously.