Access Templates can be viewed as the 'tree trunk', attached are 'branches' (Access Levels) and 'leaves' (contractors). Thereby, you can have multiple branches (Access Levels) coming from the tree trunk (Access Template) and on every branch are leaves (contractors).
Access Levels are the ‘branches’ that define the inductions, permits and insurances a contractor needs to come on-site. Depending on the site, the type of work, contractors, and how you want to organise a site you may have several ‘branches’.
For example, you may have a ‘branch’ for ‘general maintenance’ (for painting, gardening), one for ‘office maintenance’ (for photo copiers, networks etc.) and another for ‘chlorine plant shut down’ (for heavy and dangerous work). The contractor is then placed into the ‘Access Level’ (branch) appropriate to the work to be conducted. A contractor can be placed under as many ‘Access Levels’ as required (they are then prompted for the ‘Access Level’ when they sign-in).
If you selected‘Invite Contractor’the contractor can manage and add their relevant certification and jot forms (if applicable). The contractor will then need to be certified. To add a certificate or document click the icon next to the‘Contractors Name – Certificates’e.g. Bob Builder – Certificates
Insert relevant information.
To upload a file select‘Choose File’and then‘Add Certificate’.
To edit certificate details click theicon, to view the PDF document click the icon or to delete click theicon.
The‘Revalidate’screen displays the status of the various permits for multiple contractors. Importantly, it shows the time frame in which the permit will expire.
To select the time frame of expiry you wish to see, click the dropdown menu next to‘Expiring within’and select your desired option.
To select the permit you wish to see, click the dropdown menu next to‘For Permit’and select your desired option.
If you are managing parent/child sites you can switch between the sites using the dropdown menu. The parent site e.g.‘Winware Enterprises’will show data across all sites. Individual child sites shows data unique to that site e.g‘Warkworth’
To export the information fromAccess> Revalidateto an Excel spreadsheet, click the Excel logo and follow the prompts to download.