TaskRox Help & User Manual
Select a topic from navigation to view one module at a time.
Topic: Workforce
General
Modules
Workforce
Organisation-wide competency, clearance, and mobilisation engine for people.
On this page
Overview
Workforce is a top-level operational domain, not a project module.
Its job is to answer: - who is compliant right now - who is blocked and why - what is expiring soon - who is ready to mobilise
The overview page shows live KPI cards, company compliance breakdown, and open exceptions.
People and matrix
Use People for the master worker list and Matrix for the fast compliance view.
The matrix shows people against requirements so you can see missing, expired, pending, restricted, or compliant states in one place. This is the fastest way to spot readiness gaps before deployment.
Requirements and evidence
The Requirements area is the rules engine. It defines what a person may need for their role, trade, task, project, site, or equipment exposure.
Evidence is then recorded through: - Inductions - Licences & Competencies - Medical & Restrictions - Authorisations
TaskRox treats these as structured compliance records, not just uploaded certificates.
Mobilisation, expiries, and exceptions
Mobilisation turns the compliance engine into an operational readiness result.
Use: - Mobilisation for ready / warning / blocked deployment status - Expiries for upcoming or overdue records - Actions & Exceptions for the items that need follow-up or formal acceptance
Project modules consume these outcomes later through Resources and other field workflows.
Site Pass (Android)
Site Pass provides mobile digital access credentials for workers and supervisors.
Field workers can display their pass on Android with: - Worker photo, name, employer, role, and access number - QR code for contactless verification - Live compliance status (training, induction, medical, SWMS) - Approved projects and access areas - Offline pass caching with 24-hour expiry - Last-synced timestamp for offline awareness
Supervisors and security personnel with scanner permissions can: - Scan worker QR codes or enter access numbers manually - View real-time verification results (approved/blocked/warning) - See privacy-safe reason codes (medical details are never displayed) - Record sign-on and sign-off events - Track access event history
Key principles: - Android provides field UX only - Web backend calculates all compliance and approval logic - Medical details are excluded from all displays - Scanner and sign-on actions require online connection - Permissions: view (own pass), edit (scan/verify), admin (manage assignments)