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home/Knowledge Base/CONTRACTOR MODULE/Allocate Sites and Departments
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Allocate Sites and Departments

April 3, 2015

You can allocate Sites and Department to your contractor/supplier and allocate their category.

This features allows for search and reporting by Site and Department, as well as Admin Users linked to specific Sites and Departments will only see their contractors, not all other contractors.

STEP BY STEP:

Click on the Site or Department number to edit the Sites or Departments allocated to the contractor. Click on the Category drop down to set the Category.

For example: –

  • You can click ADD to allocate All Sites
  • Or, you can uncheck All and manually remove each site.

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  • Archive Contractor Documents – Contractor Request
  • Add New Contractor or Supplier – Bulk Upload
  • Documents – Approving and Rejecting
  • Emails – Custom Email Content
  • Questionnaires – For Contractors to Answer
CONTRACTOR MODULE
  • Allocate Sites and Departments
  • Archive Contractor Documents – Client Side
  • Archive Contractor Documents – Contractor Request
  • Add New Contractor or Supplier – Bulk Upload
  • Documents – Approving and Rejecting
  • Emails – Custom Email Content
View All 33  
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  • ASSET MAINTENANCE MODULE
  • SYSTEM SETUP
  • CONTRACTOR MODULE
  • LEARNING MODULE
  • SAFETY MODULE
  • ACCOUNT & BILLING
Categories
  • ASSET MAINTENANCE MODULE
  • SYSTEM SETUP
  • CONTRACTOR MODULE
  • LEARNING MODULE
  • SAFETY MODULE
  • ACCOUNT & BILLING
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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee