SYSTEM FEATURE AND FUNCTION UPDATES

The latest news about system updates

CONTRACTOR APPROVAL After reviewing a Contractor for Approval, there are now 3 options available via a drop down when approving a Contractor. Approve – a pop-up will appear allowing you to add a note to the Approval Notes section and your Contractor will have a status of Compliant. Approve with an Improvement Plan – a […]

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NEW AND EDIT TRAINEE EMAIL: When a trainee is first created they receive an email.  If for some reason they do not, you can go back to the trainee name and click EDIT, and click SAVE AND SEND. This will trigger the email to be resent. NOTE:  Please ask the trainee to add to their […]

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CONTRACTOR FILTER BY APPROVE STATUS Once your contractor has completed their data entry and uploaded their documents their status will show as Approve, ready for your review and approval. You can now filter and search by that status via the Compliance Status drop down menu. CONTRACTOR FILTER BY PENDING STATUS When you first invite a […]

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LICENSES SEARCH FUNCTION You can now Search for a Licence or Certificate by the Holder Name. On the Contractor Details page in the Licences and Certificates table you will find the new search option. Enter the details in the Holder Name box and the filtered results will show in the Search Table.  This search function […]

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COURSES – SET PASS MARK  The location of the Set Pass mark action has been moved from Step 2 to Step 3 for both New and Edit Courses. If an assessment is not required the Pass mark option is greyed out. INTRANET An Intranet feature has been added where you can add documents for your […]

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