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
- 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)
- If a document already exists in the system for that contractor rather than upload a new copy they can link to existing documents.
- Check Status is Active
- 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.