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home/Knowledge Base/CONTRACTOR MODULE/Questionnaires – For Contractors to Answer
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

Questionnaires – For Contractors to Answer

September 23, 2020

The Questionnaire part of the system is a great tool to ask Contractors questions about their business.

This is very useful when first starting as you can allocate that questions if Yes, require a document to be loaded.

Click on the ADD NEW Button

  1. Ask you question and set it it requires a document to loaded (EXAMPLE:  You can ask, do they have Public Liability – If, Yes, load a document)
  2. If a document already exists in the system for that contractor rather than upload a new copy they can link to existing documents.
  3. Check Status is Active
  4. Click Save and Exit or Save and Add Another

Related Articles
  • Getting Started – Safety Module
  • Archive Contractor Documents – Client Side
  • Archive Contractor Documents – Contractor Request
  • Activity Logs – History
  • Add New Contractor or Supplier – Bulk Upload
  • Documents – Approving and Rejecting
CONTRACTOR MODULE
  • Questionnaires – For Contractors to Answer
  • 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
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  • 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
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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee