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How Do We Keep Track of Which Guards Are Inducted on Which Client Sites?

Guarding firms lose track of which guards know which sites, so untrained guards end up covering. We build site induction records linked to the rota.

Updated 3 min readBy SpiderHunts Technologies

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Quick answer: TL;DR

Site induction records get lost because inductions happen on site, are signed on paper or not at all, and live in a folder separate from the rota. We build a site induction record where each induction is logged on a phone with the assignment instructions acknowledged, linked to the guard and the site, so the rota and cover tools only offer shifts to guards who have been inducted.

The guard who had never seen the site

A guard covers a Sunday day shift at an office building he has never worked. Nobody told him that the loading bay door needs checking every two hours, that the client wants visitors signed in on the tablet at reception, or which of the three alarm panels is live. The regular guard left a note, which he did not find. The client's facilities manager arrives on Monday to a visitor log with gaps and a complaint about the loading bay door left open.

Back at the office, the operations manager is sure the guard had been inducted, because he worked the site once. It turns out that was a mobile patrol visit two years ago, not a static induction. The induction form, if there was one, is in a ring binder at the site.

Why induction records are unreliable

Inductions are done by the site supervisor or the regular guard, often at the start of a first shift. They are recorded on paper, sometimes, and the paper stays on site. The office rota knows nothing about them, so every cover decision relies on memory.

What should be recordedWhat usually happens
Who was inducted and whenA signature on a sheet at site, if anyone remembered
Who gave the inductionNot recorded
Which version of the assignment instructionsNot recorded
Client-specific training, such as their systemsMentioned in passing
Refresher after a long gap or a changeRarely done

The cost when guards are not inducted

Uninducted guards make the mistakes clients remember: missed checks, wrong procedures, visitors let through, alarm panels misread. Clients lose confidence, and in guarding that is how contracts are lost at renewal. If there is ever an incident, you want to show that the guard on duty had been briefed on the site's instructions, and a missing record makes that hard. Guards themselves feel set up to fail when they are sent somewhere unprepared.

What your contracts, policies and standards require for inductions is for your company and its advisers. We build the record.

A site induction record tied to the rota

  1. Each site has an induction checklist built from its assignment instructions: key areas, patrol routes, alarm and access systems, client contacts, emergency procedures.
  2. The supervisor or regular guard runs the induction with the new guard using a phone form, ticking each item as it is covered.
  3. The new guard acknowledges the current version of the assignment instructions on the same form, and the version is recorded.
  4. The induction is logged against the guard and site with date, who delivered it and any notes.
  5. The rota and cover tools read the induction record, so guards without it are not offered that site, or are shown with a warning if your policy allows a supervised first shift.
  6. When the assignment instructions change, guards inducted on the old version are flagged for a refresher, and a short acknowledgement of the change can be sent to their phones.
  7. Inductions older than the period you set, or with a long gap since the guard last worked the site, are flagged for refresh.
  • The client can be shown a list of inducted guards for their site.
  • Supervisors see who needs inducting before the rota goes out.
  • Every induction record stays with the guard if they move sites.

How it works on a normal week

A new guard joins and is rostered on three sites. The rota shows each one needs an induction, and the supervisor schedules them. At each site, the regular guard walks the new guard round with the checklist on their phone, and the record appears in the office. When Sunday cover is needed, only inducted guards are offered it. When the client changes the visitor procedure, guards on that site get the updated instruction to acknowledge before their next shift.

When a client asks at a contract review who is trained on their site, the answer is a list with dates.

Signs your induction records are weak

  • Induction forms are kept in a binder at site.
  • The rota does not know who is inducted where.
  • Cover guards are sent to sites they have not been briefed on.
  • You cannot say which version of the instructions a guard read.
  • Clients complain about guards not knowing their site.

FAQ

Frequently asked questions

The questions readers ask us after this guide.

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Do supervisors need special equipment?

No. The induction form runs in a phone browser, so supervisors and guards use their own or company phones.

Can it work with our current rota system?

Often yes, where it lets us read and write guard data. Otherwise the induction record and rota can be built together.

Will it tell us what an induction must cover?

No. The checklist comes from your assignment instructions and your company's standards. We turn it into a form.

Can clients see the records?

If you want them to. A client view can show inducted guards and dates for their sites only.

What affects the cost?

The number of sites and how varied their instructions are, and whether it links to an existing rota or workforce system.

Keep reading

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