• 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/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
  • 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
  • Questionnaires – For Contractors to Answer
CONTRACTOR MODULE
  • Making a Contractor Inactive
  • 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  
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