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home/Knowledge Base/CONTRACTOR MODULE/View Contractor Details
Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee

View Contractor Details

August 28, 2019

To view and edit all the data and documents for a single contractor or supplier.

STEP BY STEP:

  • Conduct a Search using the filters provided.
  • Click on the View icon next to the Contractor or Supplier you wish to view, this will open a new page with all their data and documents.
  • View the contact details for the Contractor.
  • See who Created and who Approved the contractor.
  • View the Site / Department allocation and assigned Category
  • View documents by clicking on the View icon next to the document name.
  • Add a new document by clicking on Add New.
  • Replace a document by clicking on the Replace icon.
  • Archive a document by clicking on the Archive icon.
  • To expand or shrink a table click on the table name or table arrow.

 

NOTE: Archived Documents are stored for your reference, any changes to a current document causes a new record and the old document moved to archive – this it to protect the integrity of the data in the system

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
  • View Contractor Details
  • 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
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Popular Search:Adding a User, Adding a New Contractor, Adding a New Trainee