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SOP 11 · People and access · 2026-10-12

Record property access and training eligibility

Make a worker eligible for the property when the training requirement has been satisfied.

Web and mobile · Administrator / Supervisor

Before you start

Use an existing workforce identity and verify the training status through your normal process.

Open Manage > People > Property access & training

  1. Step 1 Select property and worker

    Open the property access and training screen, choose the property and locate the employee in the organization roster.

  2. Step 2 Review the current record

    Check existing assignment, effective dates and training status before changing them.

  3. Step 3 Record the approved status

    Use the access/training form to enter the intended effective access and actual training status. Provide the required audit reason.

    Review eligibility and use the property access and training form.
    Review eligibility and use the property access and training form. Application screenshot with training data. Select the picture to enlarge.
  4. Step 4 Save and verify eligibility

    Submit and refresh. Check the employee appears as eligible for the full shift window when assigning a shift.

Check your result

The property roster displays the intended access and training status.

If something goes wrong

If the employee is not selectable, review effective dates, account status and training. Do not label incomplete training eligible to bypass scheduling.