Member Inductions

This guide explains how to set up induction templates and use them to onboard new members with a tracked, step-by-step induction plan.

Overview

Member Inductions let a brigade define a reusable checklist of onboarding steps (e.g. “Issue station access fob”, “Complete PPE fitting”, “Assign mentor”). Each step can have a default assignee. When a new member is added with the induction opt-in checked, StationOne creates an induction plan for that member with one task per step. Assignees are emailed a one-click link to mark their task complete, and admins can track progress until the plan is finished — at which point brigade admins are notified.

Prerequisites

• Brigade admin, organisation admin, or higher role
• At least one induction template created and activated for the unit

Setting Up an Induction Template

1. Navigate to Induction Settings

1. Log in to StationOne
2. Go to Brigade Settings
3. Open the Induction tab

2. Create a Template

1. Click New Template
2. Enter a Template Name (e.g. “Standard Member Induction”)
3. Enter an optional Description
4. Click Create Template

3. Add Steps

On the template page:

1. Under Add Step, enter a Step Title (e.g. “Issue station access fob”)
2. Optionally set a Default Assignee — the person who will be emailed the task whenever this template is used
3. Optionally add Notes with additional instructions
4. Click Add Step

Repeat for each step in your induction process. Steps are numbered in the order they’re added. You can edit a step’s title, notes, or default assignee at any time, or remove a step, from the template page.

4. Activate the Template

Open the template (click its name in the templates table) and click Activate.

• A unit can have several active templates at once, for example one for operational members and one for support members
• One active template is marked Default. It is preselected in the pickers below and is the one used where there is no screen to choose from. The first template you activate becomes the default
• To change the default, open another active template and click Make default
• If you deactivate the default, another active template is promoted automatically
• Only active templates are offered when starting an induction

5. Duplicate, Edit or Delete a Template

From the template page you can:

• Duplicate — creates a copy named ” (Copy)” in the same unit, including all steps and their default assignees. The copy starts inactive so you can edit it before activating it
• Edit — change the name or description
• Delete — available only when no induction plans use the template. Otherwise, deactivate it instead

Starting an Induction for a New Member

Once a unit has an active template, adding a new member shows an induction opt-in:

1. Go to Members → New Member
2. Fill in the member’s details as usual
3. Under Start Induction Plan, check the box to begin the induction workflow. If the unit has more than one active template, choose which one from the dropdown (the default is preselected)
4. Click Add Member

When checked, StationOne:

• Creates an induction plan for the new member, with one task per template step
• Emails the new member a welcome message summarising their induction plan
• Emails each step’s assignee a task notification with a one-click completion link (only if the assignee has an email address)

If plan creation fails for some reason, the member is still created — check the flash message for details and start the induction manually if needed.

Assigning an Induction to an Existing Member

You can start an induction for someone who is already a member:

1. Go to Members and select the unit
2. Open the Induction tab
3. In Assign induction plan to an existing member, choose the Member and the Template
4. Click Assign Plan

• Only unit members who don’t already have an induction plan are listed. A member can have one induction plan per unit
• The Induction tab is shown whenever the unit has an active template, even if no plans exist yet
• Task emails and the welcome email are sent exactly as when the induction is started from the New Member form

Tracking Induction Progress

All Induction Plans

Go to Members → select the unit → Induction tab to see every induction plan for the unit, its progress bar, and status (In Progress / Complete). You can also use Brigade Settings → Induction → View All Induction Plans.

A Single Member’s Induction

Open a member’s profile — if they have an induction plan, an Induction tab appears showing the progress bar and the full task list, including who each task is assigned to and when completed tasks were finished.

Click View Full Plan for the detailed plan page, which also shows who started the plan and when.

Marking Tasks Complete

Tasks can be completed two ways:

• By the assignee, via email: the task-assigned email contains a one-click link (/induction/tasks/:token) that requires no login. The link expires 90 days after the plan starts and is single-use — it’s cleared once the task is completed.
• By an admin, in the app: on the plan page or the member’s profile, click Mark Complete next to any pending task. Only users who can manage that unit’s induction plans (brigade admin and above) see this option.

When every task on a plan is completed, the plan’s status changes to Complete and brigade/organisation admins are emailed a completion notice.

Public Brigade Portal

New members without platform access to the brigade’s public portal can view “My Induction” progress from the public brigade page (via the brigade’s public token link), showing their induction plan(s) and completion status without needing to log in.

Notifications

Induction emails use the Membership notification preference category:

Email	Recipient	Trigger
Welcome to induction plan	New member	Plan created
Induction task assigned	Step’s assignee	Plan created (per task, if assignee has an email)
Induction complete	Brigade/organisation admins	All tasks on a plan completed

Recipients who have disabled Membership notifications in their profile won’t receive these emails. See User Profiles for notification preference settings.

Common Issues

No Induction Opt-In Appears on New Member Form

• Confirm an induction template exists and is marked Active in Brigade Settings → Induction (open the template and click Activate)
• The opt-in only appears when the unit context is known at the time of adding the member

Assignee Didn’t Receive Task Email

• Confirm the step has a Default Assignee with an email address set
• Check the assignee hasn’t disabled Membership notifications in their profile
• Check spam/junk folders

Completion Link Says Expired or Already Used

• Completion links expire 90 days after the plan was created, and are cleared once used
• An admin can mark the task complete manually from the plan page instead

Can’t Delete a Template

• Templates with existing induction plans can’t be deleted — deactivate the template instead to stop it being used for new members
• Delete is on the template page (click the template’s name in Brigade Settings → Induction)

Member Isn’t Listed When Assigning a Plan

• The member must belong to the unit and not be archived
• Members who already have an induction plan for the unit are hidden

Related Guides

• Add Members - Add members to your brigade
• User Profiles - Notification preferences