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Sign in to a field workflow with phone and PIN

Use a worker’s phone number and PIN to sign them into a specific field workflow, such as plant check-in, a permit, or an inspection.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the field sign-in screen​

Navigate to the relevant field workflow link (for example from a QR code or shared URL) to open the sign-in screen showing the subject you are signing into, such as a permit or inspection.

Open the field sign-in screen

Step 2: Confirm you are on the correct workflow​

Check the heading text to confirm you are signing into the right subject, and review any reference details shown, such as the permit or inspection reference and the organisation name.

Confirm you are on the correct workflow

Step 3: Enter the worker’s mobile phone number​

In the phone field, enter the worker’s mobile number in the international format shown (for example starting with +44), or confirm the pre-filled number if it is already populated.

Enter the worker’s mobile phone number

Step 4: Enter the worker’s PIN​

In the PIN field, type the worker’s PIN, taking care to enter all digits correctly, as the system will enforce limits on incorrect attempts.

Enter the worker’s PIN

Step 5: Review any welcome-back message​

If the system recognises the phone number, check the welcome-back note to confirm you are signing in the correct person before proceeding.

Review any welcome-back message

Step 6: Submit the sign-in form​

Select the primary action button (for example "Sign in") to submit the phone and PIN; the button will show a loading indicator while the system checks the details.

Submit the sign-in form

Step 7: Respond to any error messages​

If the sign-in fails, review the inline error message shown on the form, which may include reasons such as an incorrect PIN, expired access, or a temporary lockout, then correct the details or follow the instructions provided.

Respond to any error messages

Step 8: Switch to first-time authorisation if needed​

If the worker has not used this workflow before and an option is shown, use the "first-time here" or similar link to switch to the authorisation path instead of signing in with a PIN.

Switch to first-time authorisation if needed

Step 9: Use the supervisor help guidance​

If the worker cannot continue, read the on-screen help text explaining who to contact, typically a supervisor, and follow that route to resolve PIN or access issues.

Use the supervisor help guidance

Step 10: Continue after successful sign-in​

Once the sign-in succeeds, the system automatically takes you forward into the selected field workflow so you can complete tasks such as plant check-in, signing a permit, or running an inspection.

Continue after successful sign-in

Last updated: 2026-08-18