Finding a Contractor

            Finding a Contractor by name

            Navigate to the Contractors> Contractors tab.



            The Contractors> Contractors tab displays the data of all contractors.

            To search for a person, enter their name into the Part search box and choose whether you are searching for a 'First' Name, 'Last' Name or 'Company'.



            To view the Contractor Authorisation Screen for a specific contractor, click the  or  icon in the ‘Fit’ column.

            Finding a contractor who is currently on-site

            Navigate to the Contractors> On-site tab.



            This tab shows the contractors that are currently on-site.

            The information displayed can be listed alphabetically by 'Name', 'Company', 'Time In', 'Meeting With' etc.
            To change, click on any column heading marked in blue.

            To view a contractors information click the icon, next to their name.



            If you are managing parent/child sites you can switch between sites using the dropdown menu.


            To switch sites, click on the dropdown menu next to ‘On-site’ and select which site you wish to view.




             


             Finding a Contractor that has visited today

            Navigate to the Contractors> Today+ tab.



            The Contractors> Today+ tab shows who has been on-site today, both people who are still currently signed in and those who have signed out.


            To search for a person, enter their name into the Part search box and choose whether you are searching for a 'First' Name,'Last' Name or 'Company'.

            To view a contractors information click the  icon, next to their name.



            Switching between sites: under the Contractors> Today+ tab if you are managing parent/child sites, you can select which site you are viewing using the dropdown menu.

            Updated: 13 Jun 2019 12:21 PM
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