How to set up engineer roles and credentials
This guide explains how subcontractors set up engineer roles and the credential types they require, in Config Settings. Roles decide which credentials an engineer must hold, so your team is always held to the right standard and stays site-ready.
- What it is
- The engineer roles and credential types your company uses.
- Where to set it
- In Config Settings, on Engineer Roles and Engineer Credentials.
- Who can set it
- Admins. Config settings are permission based.
- Why it matters
- Roles decide which credentials an engineer must hold to be site-ready.
Before you start
Before setting up engineer roles and credentials, check the following:
- You are an Admin. Config settings are Admin only.
- You know the engineer roles your company uses.
- You know which credentials each role should require.
Go to Config Settings
From the main Sync dashboard, select Config Settings from the left-hand menu. This is where the options your company uses are managed, including Engineer Roles and Engineer Credentials.
Review engineer roles
Open Engineer Roles. Each role has a status, whether it requires credentials, and options to edit it and assign required credentials.
The engineer role, for example Electrician or Commissioning engineer.
Whether the role is active and available to assign.
Whether the role requires credentials to be held.
Choose which credential types this role must have.
Add or edit a role
Select Add Option to create a new engineer role, or Edit to rename an existing one. Give the role a clear name that matches how your team works, for example Electrician or Commissioning engineer. Some core roles are marked as permanent and cannot be edited or removed.
Assign required credentials
Select Edit assigned credentials next to a role to choose which credential types an engineer on that role must hold. This is what links a role to its compliance requirements: assign, for example, a CSCS card and first aid to a role, and every engineer on it must have both.
Review credential types
Open Engineer Credentials to see the credential types you can require. These are the cards, certificates and training records your engineers hold, such as:
- CSCS card.
- ECS card.
- City & guilds level 3 qualification.
- Asbestos awareness training.
- Emergency first aid at work.
- F-gas certification.
Add a credential type
Select Add Option to add a credential type, or Edit to update an existing one. Once added, a credential type becomes available to assign to any engineer role.
Keep them up to date
Roles and credential types are the framework. The day-to-day compliance comes from keeping each engineer’s actual credentials in date, with documents attached. Review them regularly so your engineers stay site-ready.
Next: add users and engineers, and manage their credentialsCommon issues
Config settings are permission based and available to Admins. If you cannot see them, ask an Admin in your company.
A few core roles are marked as permanent and cannot be edited or removed. You can still assign required credentials to them.
Open Engineer Credentials and select Add Option to add the credential type, then assign it to the relevant roles.
Assigning a required credential to a role means each engineer on that role must hold it. Add the document and expiry date against the engineer to clear the status.
Summary
To set up engineer roles and credentials in Sync:
- 1Go to Config Settings.
- 2Open Engineer Roles.
- 3Add or edit the roles your company uses.
- 4Assign the credentials each role requires.
- 5Open Engineer Credentials.
- 6Add or edit the credential types you track.
- 7Keep credentials current so engineers stay site-ready.
Roles and credential types are the standard you set once. Keeping each engineer’s credentials in date against that standard is what keeps your team compliant and ready to work.