Who can do this
Owners and admins set up job roles and their tickets. Anyone who can edit an operative, managers included, gives them a job role.
Step 1: Choose the tickets everyone needs
Go to Settings, then Job roles. Under Required for everyone, tick the tickets every operative needs whatever their job, like a CSCS card, and choose Save required tickets.
A ticket no role requires still shows on the Passport and still gets reminders. It just never stops anyone going to site.
Illustration: The required for everyone panel with two tickets ticked and the save required tickets button highlighted. Step 2: Add your job roles
Under Add a job role, type a Job role name, like Mainlayer, Jointer or Gas fitter, and choose Add job role. Add one for each kind of job you send people to.
Illustration: The add a job role form with Mainlayer typed in and the add job role button highlighted. Step 3: Tick the tickets each role needs
In the job roles list, open Edit required tickets, rename or archive under a role. Tick the tickets that role needs on top of everyone's, then choose Save required tickets.
Anyone in that role missing one of those tickets, or with one expired, shows as not cleared.
Illustration: A Mainlayer job role opened for editing, with NRSWA and water hygiene tickets ticked and the save required tickets button highlighted. Step 4: Give each operative their job role
On an operative's Passport, find the Job role section, choose their role and select Save job role. You can also choose it when you add an operative, or in the job_role column of an import.
Change what a role needs and everyone in that role changes at once. Check the Overview straight after, because people can go red.
Illustration: The job role section of a Passport with Team leader chosen and the save job role button highlighted.
Still stuck? Email us and a real person will help. Tell us which guide and step you're on and what you can see. support@qualtrack.co.uk
Checked against the app on 7 Oct 2026. The pictures in these guides are drawings of the app, so the details on your screen may look a little different. The steps and button names are the real ones.
