Prepare WorkSteps for the correct organisation before assigning operational work. Have the approved site name, timezone, intended people and recognisable station names ready. The person setting up the site must be an Accounts organisation administrator.
Set up and check access
- Sign in, choose the organisation and select Set up where offered. Check that you are creating the intended production site. An already configured organisation cannot be taken over by creating it again.
- Save the site name and timezone after the requested authentication. Check the selected site in the application header.
- In Accounts, invite people and grant WorkSteps roles. In Team & stations, inspect their assignments. Roles that follow Accounts track central changes; saving a local set restricts the person here.
- If someone was removed locally, assign them again through the displayed waiting-person record when their return is authorised. Repeated sign-in does not undo removal.
Use Accounts access guidance for central invitations and roles. Keep Author, Reviewer, Supervisor and Operator responsibilities clear even when a person holds several roles.
Enrol the physical stations
Add each station by a unique, recognisable name. Have the operator choose that name at the actual workplace and check the scanner before issued work begins. Station enrolment identifies a workplace in WorkSteps; it does not attest that a particular device is safe or suitable.
Choose the recent-scans display setting, Off, 3, 5 or 10, to suit the work. That list is a temporary aid in the open page, not retained work evidence.
Change access with work under control
Before removing an operator role or assignment, check whether that person has unfinished work. Such changes can hold their attempts and end sessions. Retiring a station also holds its work and ends sessions. Arrange a supervised transfer or disposition and tell the people involved what must happen physically.
After saving, verify the new assignment or station state. If another administrator changed it while you were working, refresh and inspect the current state before trying again. Do not grant broad operational roles simply to remove a refusal. Hand over to the named Author, Reviewer and Supervisor using their own identities.