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home/Knowledge Base/CONTRACTOR MODULE/Making a Contractor Inactive
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Making a Contractor Inactive

April 3, 2015

If you no longer want to use a contractor in your business, you can make a contractor inactive in your system.

This does not remove them, it simply archives their information while the contractor remains in the system.

STEP BY STEP:

Complete a search for the contractor you want to make Inactive.

  • CLICK on VIEW icon next to the contractor name.
  • Go to the Section in the middle that displays ACTIVE.
  • Click on the drop down arrow next to the Active title and select INACTIVE
  • The system will auto save this change.
  • To view this contractor in the future you will need to change the Search Active/Inactive filter to ALL
  • You can change them back to active at any time in the future.

SUGGESTION:  We suggest you make an internal note as to why you are making them inactive.

Related Articles
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  • Archive Contractor Documents – Contractor Request
  • Add New Contractor or Supplier – Bulk Upload
  • Documents – Approving and Rejecting

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