TaskRox Help & User Manual

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.

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.

The Talent Pool is a governed pool of prospects — people you are tracking *before* they are engaged (your interest register, shortlist, or labour-hire bench).

Switch the Engaged Workers / Talent Pool segment at the top of the People register to see them. Each prospect moves through a funnel — New → Screening → Shortlisted → Contacted → Offer → Placed → Archived — set on the register or the profile.

A prospect is deliberately excluded from mobilisation, clearance rollups, roster, payroll, project assignment, training-compliance gates, site access, and global search until you Convert to Engaged Worker — a one-click action on the profile that keeps the same record, so the CV, parsed experience, skills, and sourcing provenance carry over with no re-entry.

Getting people in (self-serve): - Import (admin) — paste or upload a CSV/XLSX with columns like Name, Role, Area of Expertise, Experience, and Funnel Status. We read your file only; your source is never changed. Free-text expertise is preserved as *imported* provenance. - Bulk CV upload (admin) — drop multiple PDF/DOCX CVs; each becomes a prospect and is AI-parsed into structured experience.

Finding and cleaning up prospects: - Rank — choose a project in the Talent Pool and rank prospects by project fit. The score is explainable: matching experience sectors/skills, current project evidence, and confidence/provenance. - Duplicates — review email/name matches and explicitly merge a source prospect into the correct target. Merges are audited, keep the source as an archived prospect, and move CV/experience/evidence where safe.

Provenance badges on the profile show where each attribute came from — imported, AI-parsed, manual, or verified — so operators can trust the data and human-verify before relying on it.

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 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 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)