GO! Site Ready Documentation

Pick the report based on the question you need answered. This ensures you get exactly the right detail or summary, sent automatically if you schedule it.

Use this quick guide:

• Skills Matrix

  • What: Grid view that maps skills/qualifications to assets with summary counts.
  • Why: Find qualified staff/equipment fast, spot training gaps, track renewal dates.
  • Run when: You need a snapshot by skill across People, Equipment, or Companies.

• Training Needs Analysis (TNA)

  • What: Gap analysis comparing Asset Role requirements vs current skills.
  • Why: See who/what is missing required skills and what’s expiring.
  • Run when: You’re planning training, staffing a role, or checking compliance readiness.

• Skills & Attainments List

  • What: Detailed, row‑by‑row list of every qualification/inspection with dates and evidence.
  • Why: Audits, exports, or deep dives on specific items and expiry tracking.
  • Run when: You need granular records for people, equipment, or company accreditations.

• Person Details

  • What: Comprehensive contact and employment details for every person.
  • Why: Build contact lists, mail merges, HR admin, or data quality checks.
  • Run when: You need clean people data (emails, phones, addresses, hire dates).

• Compliance Report

  • What: Requirement-by-requirement check for a chosen Asset Role or Worksite.
  • Why: Verify every assigned asset meets each entry requirement; prove site/role compliance.
  • Run when: Confirming readiness for a job/site, client audits, or pre-mobilisation checks.

Tip: If you need a high-level “who’s compliant” view, start with Compliance Report or TNA. For summaries by skill, use Skills Matrix. For audit-grade detail, use Skills & Attainments List. For contact/admin tasks, use Person Details.

Scheduled Reports automatically deliver key insights to inboxes on a cadence you choose. This saves you time, keeps stakeholders informed, and ensures compliance and training gaps are tracked without manual downloads.

Do this:

• Go to Reporting > Scheduled Reports.
• Click Add, pick the report type:
  • Skills Matrix
  • Training Needs Analysis
  • Skills & Attainments List
  • Person Details
  • Compliance Report
• Set parameters for the report (filters vary by report).
• Define the schedule: daily, weekly, or monthly.
• Add recipients and customise the email subject and body.
• Save. Manage and run on demand:
• On the Scheduled Reports page, use:
  • Edit (pencil) to change parameters, recipients, or timing.
  • Play ▶ to run immediately and send now.

Set it once—reports arrive automatically with the latest data.

What does the Worker Job Schedule show?

The Job Schedule for a worker is a personal calendar that displays only their own assigned jobs. Unlike the administrator’s view, which shows the entire team’s schedule, this page is focused solely on the individual worker’s upcoming tasks.

This simplified view helps workers stay organised by allowing them to:

• See their schedule: View all their assigned jobs and shifts laid out on a calendar.
• Change the date range: Switch between Day, Week, and Month views to easily see what’s coming up.
• View job details: Click on any job in the calendar to see more information about it.
• Understand worksites: Use the Legend at the top to see which worksite each job is for, based on the colour-coding.

What does the Worker Dashboard show? Is it the same as the Admin view?

No, the Worker Dashboard is a simplified, personal view designed to show only the job information that matters to that specific worker. It does not show the company-wide compliance data that administrators see. Instead of the full administrator overview, a worker’s dashboard is focused on their personal schedule and includes four main sections:

• Their current job: Shows details for the job they are on today.
• Their next job: Displays their upcoming scheduled job.
• Jobs this week: A summary of how many jobs they have each day for the current week.
• Job Schedule: A quick link to view their full job schedule page.

Can a Worker account setup 2FA?

Yes, an employee with a Worker login can add an extra layer of security to their account called Two-Factor Authentication (2FA). This helps make sure that only they can log in, even if someone else knows their password.

Here’s how to set it up:

1. Go to Your Profile
   1. Click the profile icon (usually with your initials) in the top-right corner of the screen and choose ‘Profile’.
2. Find the 2FA Section
   1. On the ‘Manage your accounts’ page, select the ‘Two-factor authentication’ option.
3. Link Your Authenticator App
   1. You will see a QR code on the screen. Use an authenticator app on your phone (like Google Authenticator, Microsoft Authenticator, or Authy) to scan this code. If you can’t scan it, you can choose the manual option to type in a code instead.
4. Confirm and Finish
   1. Your app will now show a 6-digit code. Type this code into the ‘Verification Code’ box on the GO! Site Ready page and click ‘Verify Code’ to finish the setup.

What are recovery codes and why are they important?

After you set up 2FA, you will be shown a list of recovery codes. These are extremely important! Think of them as single-use backup keys. If you ever lose your phone or can’t access your authenticator app, you can use one of these codes to log in. You must copy these codes and save them in a very safe place (like a password manager or a printed document). Each code can only be used once.

How does a Worker account update their password?

Someone with a login as a ‘Worker’ can change their password at any time right from their account. It’s a quick and simple process:

Simply:

1. Click on the user/profile name in the top-right corner of the screen.
2. Select ‘Profile’ from the dropdown menu.
3. Open Passwords & Security.
4. Enter old password, new password, confirm new password.
5. Click ‘Update Password’ button.

How does a ‘Worker’ account update their personal information (e.g., name, email)?

If you have employees with Worker profiles they can easily manage their own account details directly within the GO! Site Ready.

Simply:

1. Click on the user/profile name in the top-right corner of the screen.
2. Select ‘Profile’ from the dropdown menu.
3. Open Profile Information
4. Make changes and Click ‘Save’ to confirm changes.

What does the Worker profile look like?

A clean, task‑focused dashboard that shows today’s job, what’s next, and the week at a glance.

What they’ll see:

•   *   Their personal details (photo/initials, email, phone).
  

  • Two simple menu items: Dashboard and Job Schedule.
  • Their current job card: today’s assignment with start/end time, team/role name, and a visibility icon.
  • Their next job card: next shift or nothing scheduled note.
  • Jobs this week: a weekly list (Mon–Sun) hyperlinked to popup information.
  • Job Schedule card: quick link button “View Job Schedule” with a calendar icon.
  • Help: floating help/chat bubble in the bottom‑right and a small “?” help icon in the header.

Why this layout works:

•   *   Everything a worker needs is front and centre — keeping distractions low and productivity high.
  

Benefit to you:

•   *   Workers get clarity at a glance, fewer missed shifts, and faster access to support when they need it.
  

How do I add Administrator and Worker profiles?

You can create new user logins for your team from the Users administration page. This process allows you to set up accounts with specific access levels for both Administrators and Workers.

1. Navigate to the Setting Page
   1. From the main Systems area, go to the ‘Users’ page and click the ‘+’ icon to open the ‘Add User’ window.
2. Enter the User’s Details
   1. Begin by entering the user’s Email. If this person already exists as an asset (staff member) in GO! Site Ready, their other details like name and mobile number will auto-populate to save you time. If they are a new user, fill in their details manually.
3. Choose Their Role
   1. From the ‘Role’ dropdown menu, select either ‘Administrator’ or ‘Worker’ to set their permission level for the platform.
4. Save and Send the Invitation
   1. Click ‘Save & Invite’. This action creates the user account and sends an invitation directly to their email address, allowing them to set up their password and log in.

What are Identifiers and why are they important?

An Identifier is the unique ’name tag’ you give to every piece of equipment in GO! Site Ready. It is a mandatory field that ensures every item, from a power drill to a dump truck, can be uniquely tracked—especially those without a serial number.

Here’s why they are so important:

• Guaranteed Unique Tracking: They ensure every piece of equipment has a unique name, making it easy to search for and manage.
• Total Flexibility: You can create any naming system that works for your business (e.g., “EX005” for an excavator, or using the registration number).
• Job Scheduler Visibility: This is the key benefit in practice. When you assign a piece of equipment to a person, its Identifier appears when you hover over the equipment icon on the Job Scheduler. This tells you at a glance exactly which machine is assigned to which job.

Your dashboard widgets give a live, at‑a‑glance view of compliance and activity across people, equipment, and companies. They help you spot expiring items, workforce status, and training gaps fast—so you can jump straight to the right screen and take action in one click.

Here’s how they work:

• Attainment Records

  • What: Counts of attainments held against People, Equipment, and Companies, grouped by status: Current, expiring Within 30 Days, Within 90 Days, or Expired.
  • Why: Quickly see what’s compliant now and what needs attention next.
  • How:
    • Click any number to open the Attainments page with the matching filter applied (e.g., “Expired” opens the expired view).
    • Ensure each person, equipment item, and company has relevant attainments added to their profile—otherwise this widget can’t reflect reality.
    • Attainments without an expiration date are shown as active/current.

• Our People

  • What: A simple count of people by lifecycle stage—Onboarding, Active, Leaving, and Terminated.
  • Why: Instant headcount context so you can manage onboarding and exits smoothly.
  • How: Keep profiles up to date as people move through stages to keep these counts accurate.

• Our Equipment

  • What: Totals of equipment by status—Commissioning, Active, Decommissioning, and Disabled.
  • Why: Know what’s available and what’s offline at a glance.
  • How: Update each equipment item’s status in its profile to maintain an accurate snapshot.

• Training Needs Analysis (TNA)

  • What: Shows who/what meets training requirements based on your Asset Roles, with counts for Current, expiring Within 30 Days, Within 90 Days, Expired, and Unattained.
  • Why: Highlights upcoming training risk and gaps before they impact work.
  • How:
    • Create Asset Roles.
    • Assign the required Skills to those roles.
    • Assign People or Equipment to the roles.
    • Then use the widget filters (Mandatory, Elective Priority, Elective) to focus on what matters most.

What is the Job Scheduler page about?

The Job Scheduler page is your visual, interactive calendar for assigning and managing jobs for your team. It gives you a clear overview of who is scheduled for what, where, and when.

From this page, you can perform several key actions:

• View the Legend: Click the info icon (ⓘ) to see a full legend explaining the different status colours and symbols.
• Change Your View: Switch the calendar display between month, week, or day to see the big picture or focus on specifics.
• Filter Your Schedule: Use the filter options to quickly find specific people, equipment, or jobs.
• Make Quick Edits: Right-click on any job or shift to access a menu for making fast changes.

What is the All People page about?

The All People page is your complete directory for every person in your system, combining both your internal staff and external contacts into one master list.

It’s where you manage two distinct types of people:

• Assets: Your own employees or staff members.
• Contacts: People from outside your organisation, such as clients or contractors.

From this page, you can:

• Search for any person in your list.
• Add new assets or contacts.
• Quickly edit details or view a person’s full profile.

What is the Attainments page about?

The Attainments page is your quick-view hub for managing all the certifications, skills, and qualifications held against your people and equipment.

Its main purpose is to help you stay on top of compliance. By default, the page automatically sorts to show the most recently expired records first, so you always know what needs immediate attention.

Use it to:

• See a master list of every competency record in your system.
• Instantly spot expired and soon-to-expire items.
• Keep your overall compliance organised and on track.

What is my Dashboard telling me?

Your Dashboard is the live command centre for your business’s compliance. Here’s what you need to know in a nutshell:

How it helps you get started:

•   *   Welcome and Getting Started videos make it easy to learn your way around GO! Site Ready.
  

  • A Data Import wizard lets you bring records in quickly. You can hide these tiles from the dashboard and bring them back anytime from Settings.

What you’ll find here:

•   *   Attainment Records: Live counts for People, Equipment, and Companies. Each number is a hyperlink that opens the matching filter in the Attainments tab.
  

  • Our People / Our Equipment: Snapshot of where each asset currently sits in your company (e.g., onboarding, active, decommissioning).
  • Training Needs Analysis (TNA): Roll‑up view tied to Asset Roles, showing what’s current, due soon, expired, or unattained.

Benefit:

•   *   Instant visibility and one‑click drill‑downs help you act fast on what matters—without hunting through menus.
  

Timesheets are managed from the Job Scheduler so payroll can track each shift’s status at a glance. This matters because the icon and its colour show progress: red = Not Received, orange = Submitted, green = Actioned. No icon means the shift is in the future or timesheet is set to Not Required.

Do this:

• Open the Job Scheduler.
• Right‑click the job block for the shift.
• Choose Edit Job Schedule > Edit Occurrence.
• In this window:
  • Set the Timesheet Status to the correct stage (Not Received, Submitted, or Actioned).
  • Add comments or attach the timesheet file under Attachments (drag-and-drop or browse).
• Save.

Notes:

• If there’s no $ icon, either the shift hasn’t occurred yet or the job/occurrence is marked Not Required for timesheets.
• You can also bulk update timesheet statuses from the scheduler when handling many shifts at once.

The Job Scheduler is your live calendar for all jobs assigned to people or equipment. It gives you a clear picture of who/what is working where and when, so you can plan fast, action changes, and keep everyone informed without digging through multiple pages.

Here’s how to use it:

• See assigned work at a glance

  • Displays every created job that’s been assigned to people or equipment.
  • Worksite legend explains icons: day/night shift, timesheet status, unresolved notes, floater vs scheduled worker, and equipment assigned.

• Navigate your schedule

  • Switch views: Timeline Day, Timeline Week, or Timeline Month.
  • Hover over a job to see quick details (worksite, frequency, dates, shift times, description, notes).

• Filter to what matters

  • Filter by asset type (Person/Equipment), worksite, asset role, names, and job status (e.g., Current).
  • Toggle “Show all assets” to include or hide those without jobs.

• Make changes quickly

  • Right‑click a job to open, edit, delete, or copy the schedule.
  • Bulk actions: update timesheet statuses and assign floaters.
  • Equipment assigned to a person shows a vehicle icon on their profile.

• Keep your team in the loop

  • Staff receive push notifications when jobs are created or updated.
  • Workers with logins see a simplified view showing only their upcoming shifts and job info.

Tip: Create jobs and assign them first—only assigned jobs appear in the scheduler.

GO! Site Ready calls tasks “Jobs.” First you create the job, then you assign people to it. This keeps work organised, lets you schedule shifts and frequencies, and ensures the right person is booked on the right work with clear dates and notes. Assigning people correctly makes rostering faster and keeps your Job Scheduler accurate.

Here’s how:

• First: create the job on the Jobs page.
• Then assign in either place:
  1. From the person’s profile
     • Open the person’s profile > Jobs tab.
     • Click Add.
     • Enter start date (and end date if needed), shift times, frequency, and choose the job.
     • Save.
  2. From the job itself
     • Go to Jobs (left-hand column) and open the job profile.
     • Open the People tab.
     • Click Add.
     • Enter start date (and optional end date), shift times, frequency, and select the people.
     • Add comments if needed (these show in the Job Scheduler).
     • Save.

What is the VoC Viewer for?

The VoC Viewer provides a centralised, all-in-one list of every person who has an in-progress Verification of Competency (VoC).

Its main purpose is to give you a master view of everyone’s status at a glance, so you don’t have to check individual profiles one by one.

While you can manage these details from within a person’s profile, this page is the ideal command centre for trainers and assessors to:

• Quickly find and filter for specific people or VoC Asset Roles.
• Track the progress of multiple people at once.
• Update records like logbook hours directly from the list.
• Send SMS reminders without leaving the page.

What is the Compliance Finder for?

You use the Compliance Finder to get an instant answer to a critical question: “Is this person or equipment compliant for this specific job right now?” It’s designed for quick, on-the-spot checks, like daily readiness assessments or finding a last-minute replacement.

By selecting a Worksite and an Asset Role, the page generates a live list of all matching people or equipment. For a more focused search, you can tick the checkboxes to only show assets already assigned to that role or worksite. The list is automatically sorted to show you the most qualified and compliant assets at the very top.

From that list, you can expand any record to see a detailed breakdown of their status against every single requirement, giving you both a quick answer and the detailed proof to back it up.

Why do I need to create a Worksite if my business doesn’t have one?

In GO! Site Ready, a Worksite is a required field for many key functions, especially the Job Scheduler. It’s the “where” for any job you create.

Even if you don’t have a physical construction site, you should create Worksites for other operational “locations.” Think of them as categories for your work.

Common examples include:

• Your own Head Office or Yard
• A client’s primary address
• General categories like “Annual Leave” or “Maintenance”

This setup is crucial for scheduling, tracking compliance, and accurate reporting.

What’s the difference between a Company and a Worksite?

It’s a simple parent-child relationship in the system:

• A Company is the main entity—it could be your business, a client, or a subcontractor. It holds the primary contact details and company-level documents (like insurance policies).
• A Worksite must belong to a Company. It represents a specific location where work happens, like a project site, a client’s head office, or even a maintenance yard.

Every Company in the system needs at least one Worksite associated with it.

What is a Job?

A Job is any event or task you want to display on the Job Scheduler, assigned to a specific person or piece of equipment.

It’s a completely flexible feature. A ‘Job’ can be a standard work shift, or it can be used to track other important events like:

• Flights and accommodation
• Maintenance outages
• Medical bookings
• Scheduled leave

What’s the main benefit of colour-coding worksites?

See who is where in a heartbeat!

• Color‑coding adds a simple visual legend to your Job Scheduler, so each worksite has its own color.
• People and equipment inherit their site’s colour, making assignments pop instantly on the schedule.

This gives you an “at-a-glance” understanding of your resource allocation.

No! You can use the Onboarding Wizard anytime—not just at first setup. It’s designed to speed up bulk changes so your data stays clean and current without manual entry. Using it for updates saves time, reduces errors, and keeps dashboards, TNA, and scheduling accurate.

How to use it for ongoing updates:

• Open the Onboarding Wizard, download the template.
• Prepare your template with the new or changed records (e.g., new people, equipment, roles, skills, sites, or attainments).
• Head back to the Onboarding Wizard, and Upload File.
• Review the validations; fix any flagged rows.
• Start Import. Duplicates are skipped, so only your changes are applied.

Tip: Reach for the wizard whenever it’s faster than adding items one-by-one.

It’s a guided importer that loads your core data into GO! Site Ready quickly and consistently. This matters because a clean, complete setup (people, equipment, sites, roles, skills, etc.) makes your dashboards, compliance, and scheduling accurate from day one.

Here’s how to use it:

• What it brings in

  • Skills, Tags, Asset Roles
  • Companies, Work Sites, Contacts
  • People Assets, Equipment Assets
  • People Attainments

• Why it’s reliable

  • Built‑in validations flag errors before import.
  • Drop‑downs ensure accurate lookups.
  • Duplicate detection skips repeats so only clean rows load.

• How to run it

  1. Open the Onboarding Wizard and pick your data type.
  2. Watch the short video for that data type to see mandatory fields, the template, and tips.
  3. Download Template and populate it (one sheet per data type).
  4. Upload File.
  5. Review Statuses: fix any flagged rows directly in your file if needed.
  6. Start Import to load all valid rows.

Pro tips:

• Import in logical order (e.g., Companies and Work Sites before People/Equipment; Skills before Asset Roles; Roles before Attainments).
• Keep IDs/names consistent across files to avoid lookup failures.
• Re‑run any file after fixes—the wizard will skip already‑imported duplicates.

Creating your trial tenancy in GO! Site Ready is quick and fully guided. You’ll have your own secure, standalone version of the platform — so you can explore how it fits your business before making a commitment.

Here’s how to do it:

1. Go to gositeready.com and click Start your free trial, or head straight to launch.gositeready.com.
2. Follow the prompts:
   • Enter your Company Name and estimate the number of Workers and Equipment.
   • Add your First Name, Last Name, Mobile Number, and Email (this becomes the account holder’s contact).
   • Choose a site prefix — this forms part of your unique site URL.
3. Accept the terms and click Next Step.
4. While your GO! Site Ready app is building, you’ll see a short welcome video.
5. Once setup is complete, you’ll receive an email confirming your new site details and next steps to finish account creation and log in.

That’s it — your trial tenancy is live and ready for you to explore!

How do I cancel a Stripe subscription?

To cancel your Stripe subscription, follow these steps:

1. Log in to your account: Go to your account dashboard where your subscription is managed.
2. Navigate to Billing or Subscriptions: Find the section labeled “Billing,” “Subscriptions,” or similar.
3. Select your active subscription: Click on the subscription you wish to cancel.
4. Choose Cancel Subscription: Look for an option to “Cancel,” “End,” or “Manage” your subscription. Click it.
5. Confirm cancellation: Follow the prompts to confirm your cancellation. You may be asked to provide a reason or confirm your choice.

After cancellation, you’ll typically retain access until the end of your current billing period. If you have any issues or need help, contact support for assistance.

How are Equivalent Skills used in the GO! Site Ready?

Once set up, Equivalent Skills (EQVs) are automatically considered in two key areas to give you a more complete view of your team’s compliance:

• On a Person’s Compliance Tab: If a requirement is met by a substitute skill, it will be marked as compliant with an ‘(EQV)’ tag, ensuring full transparency.
• In Training Needs Analysis (TNA) Reports: When running a TNA report, you can tick the ‘Include Equivalent Skills’ checkbox. The report will then include these substitutes in its analysis, giving you a more accurate view of your team’s capabilities.

How do I set up an Equivalent Skill?

You can configure equivalents in the Skills library. Here’s the process:

1. Navigate to Administration > Skills.
2. Open the primary skill that is the main requirement (e.g., ‘LICENCE, C CLASS VEHICLE’).
3. Go to the ‘Equivalent Skills’ tab.
4. Add the other skill(s) that you want to be accepted as a substitute (e.g., ‘LICENCE, HEAVY VEHICLE’).

What’s the benefit of setting Equivalent Skills?

Keeps TNA accurate and fair—automatically.

• Why it helps:
  • Workers with a higher‑level licence are counted as compliant even if the role lists a lower‑level requirement.
  • Prevents false “non‑compliant” flags, reduces manual overrides, and ensures scheduling and reporting reflect real‑world competency.

What are Equivalent Skills?

The Equivalent Skills feature allows you to make your compliance tracking more flexible by setting up acceptable substitutes for a required skill. It recognises that different qualifications can often meet the same requirement.

For example, if a role requires a ‘C Class Licence’, you can set a ‘Heavy Vehicle Licence’ as an equivalent. This means a person with a heavy vehicle licence will be considered compliant for that role, allowing you to better utilise the diverse skills of your workforce.

How do I add staff to a VoC Role?

Once your VoC Asset Role is set up, you can assign it to your staff.

There are two convenient ways to do this:

From the Asset Role Itself (Good for adding many people at once)

Navigate to Administration > Asset Roles and open the VoC Role you want to assign. Go to the ‘People’ tab and add all the relevant staff members from there.

From the Person’s Profile (Good for assigning multiple roles to one person)

Go to the person’s profile page by navigating to Assets > Our People and selecting their name. Click on their ‘Roles’ tab and assign the VoC Asset Role to them directly.

As soon as a person is assigned the role, their VoC becomes active, and you can begin tracking and updating their progress in the VoC Viewer or their profiles.

How do I create a VoC Asset Role?

After you have created your VoC Parent and Child skills in the Skills library, the next step is to package them into an Asset Role. This allows you to formally assign the VoC to your people and track it within your Training Needs Analysis (TNA).

Create the New Asset Role

1. Navigate to Administration > Asset Roles and create a new role specifically for your VoC (e.g., ‘VOC Dozer’, ‘VOC Forklift’).

Add the VoC Parent Skill

1. Inside the new Asset Role you just created, open it and go to the ‘Associated Skills’ tab. Click to add a skill and select the main VoC Parent skill that you previously configured. You will typically set this as a Mandatory requirement for the role.

Your VoC Asset Role is now complete. You can assign this role to your team members.

How do I create a Verification of Competency (VoC)?

Setting up a VoC in the Skills library involves creating a main container (the Parent skill) and then linking your individual checklist items (the Child skills) to it. Here’s the process:

Create the Main VoC Container (The Parent Skill)

1. First, create a new skill that will act as your main VoC. In its settings, you must set the Competency Definition to ‘Verification of Competency’. This is what turns the skill into a special VoC container.

Create the Checklist Items (The Child Skills)

1. Next, create separate skills for each of your checklist items, such as ‘Logbook Review’, ‘Practical Assessment’, or ‘Theory Exam’. The Competency Definition for these Child skills can be any of the other types (e.g., certificate, training et).

Link Them Together

1. Finally, open your main VoC container skill (the Parent), navigate to the ‘Child Skills’ tab, and add all the checklist items you created in Step 2. Your VoC is now fully configured now create a VoC Asset Role & assign to your Assets.

How do I set up a Training Needs Analysis (TNA)?

Setting up your TNA involves four main stages, from creating your requirements to seeing the results.

Step 1: Configure Asset Roles (Your Organisational Requirements)

This is the foundation. Navigate to Administration > Asset Roles to create your role templates (e.g., ‘Electrician’, ‘Light Vehicle’). Here, you will define the core skills your business requires for each role, regardless of location.

Step 2: Build Worksite Skill Requirements

Go to a specific Worksite’s profile to add location-based skill requirements. You can set:

• Core Requirements: Skills that everyone needs to enter that site.
• Worksite Role-Specific Requirements: Extra skills needed for a specific role only at that site.

Step 3: Assign Roles to Your Assets

Once your roles and worksite requirements are built, assign the relevant Asset Roles to your people and equipment. You can do this from the Asset Role page or from within an individual’s profile.

Step 4: Record Existing Attainments

Finally, ensure all existing qualifications and certifications are recorded in each asset’s personal Attainments library. This populates the “what they have” part of the analysis.

Once these steps are complete, GO! Site Ready automatically compares the requirements (what they need) with the recorded attainments (what they have) to show you the compliance gaps in real-time.

What is a Training Needs Analysis (TNA)?

A Training Needs Analysis (TNA), also known as a Required Skills Matrix, is a tool for defining all the specific skills, qualifications, and certifications required for a particular role. In GO! Site Ready, you can set up a TNA for employee job roles (like ‘Electrician’ or ‘Operator’), equipment roles (like ‘Light Vehicle’ or ‘Dozer’), and specific Worksite requirements (both Core & Role Specific).

Why is a TNA important?

Setting up a TNA is the foundation for proactive compliance management. It allows you to:

• Identify skill gaps across your workforce before they become an issue.
• Ensure compliance by tracking mandatory certifications for each role.
• Enhance safety by making sure everyone has the correct, up-to-date training.
• Plan your training strategically and cost-effectively.

How GO! Site Ready Supports Your TNA Process

GO! Site Ready makes it easy to:

• Define Role Requirements: Set up specific skill and certification needs for each position.
• Track Employee Competencies: Keep a detailed record of each team member’s current skills and qualifications.
• Identify Gaps: Quickly spot areas where additional training is needed.
• Plan Training: Schedule and manage training sessions based on identified needs.
• Monitor Progress: Track completion of training programs and update employee profiles automatically.

Must-Have, Should-Have, or Nice-to-Have?

When you add a skill requirement to an Asset Role, you need to classify its importance. This helps you prioritise training and understand compliance gaps at a glance.

🟢 Mandatory (Must-Have)

These are non-negotiable requirements, often needed to meet legislative or critical safety standards. An asset is not considered compliant for the role without these skills.

🟡 Elective Priority (Should-Have)

These skills are considered essential for the role by your organisation but are not legally mandated. They are key to performing the job effectively and to a high standard.

⚪ Elective (Nice-to-Have)

These are desirable skills that add value but are not essential for day-to-day duties. Think of them as a bonus qualification.

How does the TNA work in GO! Site Ready?

The TNA provides a powerful and flexible way to manage compliance by letting you define skill requirements at three distinct levels:

1. The Asset Role (Your Organisational Requirements)
   1. This is the baseline for a role, regardless of location. Here, you create roles like ‘Electrician’ or ‘Light Vehicle’ and define the core skills your business requires for that role.
2. The Worksite (General Site Requirements)
   1. This applies to a specific location. Here, you set the skills that everyone must have to enter a particular worksite, no matter what their role is (e.g., a mandatory ‘General Site Induction’).
3. The Worksite Asset Role (Specific Requirements for a Role at a Site)
   1. This is the most granular level. It lets you set extra requirements for a specific role only when they are at a specific worksite. For example, an ‘Electrician’ might need a special ‘High Voltage Permit’ only when working at ‘Site Alpha’, but not at your main office.

The system checks an asset’s skills against all three levels to determine their true compliance status for any given situation.

Where can I see TNA results?

Once your TNA is configured and roles are assigned, the results automatically appear in several key areas across the platform:

• The Dashboard: The TNA widget gives you a live, at-a-glance view of your team’s compliance status.
• The TNA Report: A detailed report that you can run anytime or schedule to be sent out automatically.
• The Compliance Finder: Allows you to perform real-time checks to see who is compliant for a specific role based on your TNA.
• An Asset’s Profile: The ‘Compliance’ tab within a person’s or equipment’s profile shows a detailed breakdown of their status against their assigned roles.
• The Worksite’s Profile: The ‘Compliance’ tab within a worksite shows who does or does not meet the specific requirements for a role at that site.

Archive or Quarantine: What’s the Difference?

Not sure whether to Archive or Quarantine a competency? Here’s the simple difference:

📁 Archive It (Permanent)

Use this for competencies you’re done with for good.

• Best for: Old skills, retired equipment, or replaced procedures.
• Why: It permanently cleans up your active list and reduces your liability for outdated training.

📁 Quarantine It (Temporary)

Use this for competencies you just need to pause for a while.

• Best for: Seasonal roles or hired machinery that has temporarily left the site.
• Why: You can reactivate it with one click when it’s needed again, saving you setup time.

The Bottom Line:

Your System, Your Rules. Use them in the way that best suits your operation!

What are Skills and why do they matter?

What are they?

In GO! Site Ready, a ‘Skill’ is any qualification, licence, certification, or training you need to track. The Skills page is your central library where you create these items, such as a Driver’s Licence for a person, a Roadworthy Certificate for equipment, or a WorkCover Policy for a company.

Why do they matter?

They are the essential building blocks of your entire compliance system. By creating a skill here first, you can then assign it to people, equipment, or worksites to track their compliance, ensuring everyone and everything is qualified and ready for work.

How do I contact support?

If you’ve encountered a bug or a technical problem that isn’t solved by our help resources, our support team is here to help.

You can reach us in two ways:

• In the app: Start a chat with Gazza the GO! Bot and request to be connected to a human.
• Email: Send details to [email protected]
  1. A clear summary of the issue: What did you expect to happen, and what actually happened?
  2. The steps you took: Please list the actions that led to the problem so we can try to replicate it.
  3. A screenshot or screen recording: This is the most helpful piece of information you can provide. It allows our team to see the issue exactly as you are seeing it.
  4. Any relevant details: Include information like the browser you’re using, the name of the record (e.g., person, equipment, competency) you were working on, and the time the issue occurred (Thursday, 11th Sept, approx 1:40 PM), any troubleshooting you have done.

Providing these details helps our team diagnose and resolve your issue much faster.

What in-app help is there?

GO! Site Ready has several built-in tools to help you find answers quickly and easily. Before reaching out, we recommend checking these resources first.

• The Help Drawer (?) Click the question mark icon on any page to open a drawer with detailed user guides and video tutorials relevant to the section you’re viewing.
• Info Icons (ⓘ) Hover your mouse over any info icon for a quick summary of what that page or feature does.
• Your AI Assistant 🤖 Located in the bottom-right corner, our AI Assistant can search our entire knowledge base. Just ask it a question to find the most relevant articles and guides.
• YouTube & Documentation Site For our complete library of resources, visit our YouTube channel for video tutorials or our official Documentation Site for the User Guides found within the pages of GO! Site Ready.