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Site Clear status

What is Site Clear status?

Site Clear status is a single, plain-English readiness signal that Crew Matrix assigns to each worker, based on whether their required documents are present, approved and in date. Instead of reading through a folder of cards and certificates, an office or site team sees one status per worker and knows at a glance who is ready to work.

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The five statuses

Five statuses, one per worker.

Every worker sits in exactly one of these states at any time. The status updates automatically as documents are uploaded, approved, rejected or approach their expiry date.

Site Clear

Site Clear

All required documents are present, approved and in date. The worker is ready for site.

Action Needed

Action Needed

Something needs attention - a missing document or a rejected upload - before the worker is ready.

Pending Review

Pending Review

A document has been uploaded and is sitting in the queue for an internal user to approve or reject.

Expired

Expired

A required item is out of date, so the worker is not currently Site Clear.

Not applicable

Not applicable

The requirement does not apply to this worker or site, so it does not count against the status.

How it is worked out

Computed from the worker's own requirements.

Requirements are set per role and site

Each worker has a set of required documents based on their role and the sites they are assigned to. The status is measured against that set, not a generic checklist.

Presence, approval and expiry all count

A document only helps the status once it is uploaded, approved by an internal user and still in date. An approved document nearing its expiry is flagged as expiring soon in the office reports, and the worker stays Site Clear until it actually expires.

It recalculates automatically

Upload, approve, reject or let a document lapse and the status recalculates - so the signal is always current, not a snapshot from last month.

Readiness can be seen by site

Because workers are assigned to sites, readiness can be filtered by site, so a site manager can see which of their assigned workers are Site Clear, and the reason anyone is not.

What Site Clear status does not do.

Site Clear status organises and signals what you hold. It is a management tool, not a legal determination.

  • It does not decide who is legally allowed onto a site - the employer or engaging organisation makes that call
  • It does not verify that a document or card is genuine
  • It does not assess competence or medical fitness
  • It does not complete a legal Right to Work check by itself
  • It does not replace legal, HR or health-and-safety advice
Questions

Site Clear status, answered plainly.

What does Site Clear mean?

Site Clear means all of a worker's required documents are present, approved by an internal user and still in date, so the worker is ready for site. It is one of five statuses Crew Matrix uses: Site Clear, Action Needed, Expired, Pending Review and Not applicable.

How is Site Clear status calculated?

It is measured against the documents each worker is required to hold for their role and trade. A document counts only once it is uploaded, approved and in date. The status recalculates automatically whenever a document changes or approaches its expiry. Requirements set per site are coming soon.

Does Site Clear status decide who can work on a site?

No. It is a readiness signal that organises and evidences what you hold. The decision to let someone start work stays with the employer or engaging organisation.

Can site managers see Site Clear status?

Yes. Readiness can be filtered by site, so a site manager sees which assigned workers are Site Clear and the reason anyone is not, without needing access to sensitive identity evidence.