How can a company view allocated items for cardholders?


Allocated items, such as PPE and other work related equipment can be issued and recorded by Premium Functionality Employers within the RIW System.  All other RIW System Users can view the allocated items issued to a cardholder.


Only Premium Functionality Employers can add or manage allocated items.  For more information please refer to the RIW System Knowledge article How does a Premium Functionality Employer add and manage allocated items for cardholders?



This instruction applies to the following RIW System User Roles:

  • Advanced Project Admin
  • Employer Admin
  • Employer Admin - No Payment
  • Employer Admin - Read Only
  • Employer Admin - Read Only (Premium Functionality Employer) 
  • Network Manager
  • Network Manager - Read Only
  • Project Admin
  • Site Admin

Step 1: Log in to the RIW System

Go to https://app.riw.net.au and login using your credentials. 


Step 2: Locate the Search for My People shortcut

The Search for My People shortcut can be found in two places in the RIW System:

  • On the Main Dashboard (as pictured below), or 
  • On the People Tab.




Step 3: Search for My People

Click on the Search for My People shortcut.




Step 4: Search for My People

Search filters are available to refine the list of cardholders displayed. All cardholders are displayed by default when clicking the Search button without any filtering.


Depending on your RIW User Permission, you may be able to filter by first name, surname, RIW number, Company, Relationship, Project or Site.


Use the page options underneath the list to view more or less records per page and to navigate to the required page. Columns can be sorted by clicking on the column title.




Please be careful with using common data that may generate a large number of results.


Step 5: Select cardholder to view

Highlight the required cardholder record from the list.



Step 6: Click Edit

Click the Edit  button to view the cardholder's core information.




The cardholders core information will then be displayed.



Step 7: Allocated Items tab

Click on the Allocated Items tab from the left hand side of the screen.



Step 8: Allocated items listing

View the allocated items recorded in the RIW System as issued.


 



RIW Knowledge Centre Article Link:

https://support.riw.net.au/support/solutions/articles/51000158094




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