• 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/Documents – Approving and Rejecting
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Documents – Approving and Rejecting

December 9, 2020

When a contractor loads a document, IF you have individual document approval function turned on, the Admin will have to approve or reject each document..

STEP BY STEP:

On the side menu you can click on Document Approval or go to specific contractors via the Contractor Tab.

Click on the VIEW icon to go to the contractor documents.

TO APPROVE

  • Open the relevant contractor and you will see the document awaiting approval (They will not have a status showing).
  • Click on the small green tick.
  • A popup with Approval Notes will appear, type in any approval notes – you may just want to type approve.
  • Click Submit

TO REJECT

  • Open the relevant contractor and you will see the document awaiting approval (They will not have a status showing).
  • Click on the small red cross.
  • A popup with Rejection Notes will appear, type in any rejection notes – IMPORTANT – Be very detailed as to why you are rejecting this document, and explain in full what you require the contractors to do.
  • Click Submit

NOTE:  An email will go to the contractor telling them why you have rejected their document and the email will contain your Rejection Notes.  ALSO, if you reject a company level document, it will change the contractor status to NON-COMPLIANT.

TO BULK APPROVE OR REJECT

  • Open the relevant contractor and you will see the document awaiting approval (They will not have a status showing).
  • Click on the small Approve All checkbox and Click Approve All
  • A popup with Approval Notes will appear, type in any approval notes – you may just want to type approve.
  • Click Submit

OPTIONAL FUNCTION – The individual document approval function is optional for self managed clients.  If you want this function turned on, please let a Zerite Admin team member know and we can add the function.

Related Articles
  • Archive Contractor Documents – Client Side
  • Archive Contractor Documents – Contractor Request
  • Add New Contractor or Supplier – Bulk Upload
  • Emails – Custom Email Content
  • Questionnaires – For Contractors to Answer
  • Broadcast Emails
CONTRACTOR MODULE
  • Documents – Approving and Rejecting
  • Archive Contractor Documents – Client Side
  • Archive Contractor Documents – Contractor Request
  • Add New Contractor or Supplier – Bulk Upload
  • Emails – Custom Email Content
  • Questionnaires – For Contractors to Answer
View All 33  
KB Categories
  • 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
Working Hours

Emails and Chat:

Monday to Friday 8.30am to 5.00pm QLD Time

Saturday: Closed

Sunday: Closed

  • Privacy Policy
  • Copyright © 2020 Zerite Pty Ltd. All right reserved

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