If you are aware that a contractor is already on the system, enter their email address and click the (magnifying glass) icon to retrieve their details. If you do not know the contractors email, leave the ‘email’ box blank and the system will generate a unique email ID for the contractor.
The Send Email tick box is for sending online inductions or site requirements to a contractor to complete before they come on site.
When you have finished entering the information click the Add Contractor button.
A pop up will now ask if you would like to Maintain Contractor Now?
Close and Maintain Contractor Later - this will return you to the Contractors > Contractors list.
Selecting Yes Maintain Contractor
This takes you to the contractor profile. From here you can:
- Add permits
- Certify permits
- Add access levels
- Add documents
- See documents contractors have uploaded from their portal.
To maintain the contractor by certifying the permit click on the cross symbol in the Fit column.
Enter the expiry date by typing using the keyboard, selecting from the date picker or clicking the +12months button.
The contractor is now certified and will be seen as compliant when registering.