You can use the Contractor Management module to keep all contractor and supplier records up to date. This helps you stay compliant by making it easy to share and track documents.
Key Features
1. Add Contractors
Go to Contractor Management > Contractors > Add New.
Enter the contractor’s details, job information, and main contact.
Add an email address to give the contractor access to the portal.
2. Assign PQQs (Pre-Qualification Questionnaires)
Navigate to Contractor Management > PQQs > Create PQQ.
Write your questions and mark any mandatory fields.
Assign the PQQ to contractors either when you set it up or later.
3. Manage Documents
Evidence Documents
Click Manage Evidence to add or edit required documents (such as insurance or training certificates).
Documents to Sign
Click Manage Document > Add Document to upload policies or agreements that need a signature.
4. Compliance Dashboard
On the Contractor Management landing page, view all contractors.
Check each contractor’s real-time compliance status:
Incomplete
Awaiting Approval
Expiring Soon
Expired
Approved
5. Actions Menu
Use the Actions button next to each contractor to:
Send documents for signature
Request evidence
Approve submissions
Send login details
6. Contractor Portal
After you send login details, contractors can log in to:
Complete PQQs
Upload required documents