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home/Knowledge Base/CONTRACTOR MODULE/Managing Licences and Certificates
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Managing Licences and Certificates

April 3, 2015

Your contractors can upload and edit their own licences and certificates BUT if the contractors sends you the document you can manage it for them.

STEP BY STEP:

Search the the relevant contractor on the search screen and click on the VIEW icon next to the Company Name.

ADD NEW LICENCE OR CERTIFICATE

Go to the Licenses and Certificates table and click ADD NEW

Enter all the relevant data and upload a copy of the licence or certificate certificate and click SAVE.

REPLACE EXPIRED CERTIFICATES

Go to the Licence and Certificates table and find the certificate to replace.

  • Click on the REPLACE icon next to the Certificate.
  • Enter all relevant data and upload a new copy of the certificate and click SAVE.

NOTE:  When a document is replaced the old version automatically moves to the archive section of the system

 

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  • Archive Contractor Documents – Client Side
  • 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