• Home
  • KNOWLEDGE BASE
  • VIDEO TUTORIALS
  • GUIDES
  • FAQ’s
  • SUPPORT
    • Contractor Knowledge Base
    • Trainee Knowledge Base
    • SYSTEM STATUS
    • UPDATES
  • Home
  • KNOWLEDGE BASE
  • VIDEO TUTORIALS
  • GUIDES
  • FAQ’s
  • SUPPORT
    • Contractor Knowledge Base
    • Trainee Knowledge Base
    • SYSTEM STATUS
    • UPDATES
home/Knowledge Base/CONTRACTOR MODULE/Adding a Contractor Category
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Adding a Contractor Category

September 17, 2019

You can add or edit categories from the Admin section of the system, which you can find in the side menu under Tools.

By default there are three categories already set up for you; High, Medium and Low. You can retain these, edit the names or delete the ones you do not require.

Contractor Categories are for internal use and reporting. You may want to sort your contractors into risk levels or specific usage contractors. This is different to industry type.

STEP BY STEP:

To ADD NEW – Click on the Plus sign and enter your category name and click save.

To EDIT – Click on the Pen icon next to the name and edit the name and click save.

To DELETE – Click on the Cross icon next to the name (NOTE:  Make sure no contractors are linked to this category)

 

 

Related Articles
  • Retrieving Previously Archived Documents
  • Edit States
  • Adding a New State
  • Documents – Editing Contractor Documents
  • Getting Started – Safety Module
  • Archive Contractor Documents – Client Side

  Add a New Position

Adding a Department  

  • Privacy Policy
  • Copyright © 2021 Zerite Pty Ltd. All right reserved

Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee