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

NOTE:  If you have a question marked as REQUIRED – you can NOT approve a new contractor until they have answered the questions.