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Insert description / overview hereThe Contractors module allows you to manage your contractors and keeping track of relevant records such as Insurance, training etc. |
Introduction
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The Contractors module enables an organisation to log and monitor the details of its contractors.
It provides a mechanism for recording company information, contact details, the nature of goods or services provided and any relevant records.
It allows managers and administrators to view, manage and edit any information relevant to contractors.
Depending upon your access permissions, you may not be able to add, view or edit existing entries.
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Adding a New Record
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Click the Add New button in the left hand menu of the Contractors page.
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Enter the name, phone number, fax number and email contact information for the relevant contact person at the Contractor business.
If any of the above details have already been recorded they will appear in the dropdown list.
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Add information about the type of Goods and Services Supplied by the Contractor by selecting from the categories in the drop down list or by
typing in a new category in the field below. Click the Add button once you have selected the category. The new category will appear below the add button in a table form.
A delete icon will appear to the right of the new category. Click the delete icon to remove any unwanted categories.
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Any extra information regarding a Contractor can be recorded in the Notes field.
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Click Save at the bottom of the form when finished
The system will then tell you whether or not the new contractor has been successfully added. If the form is incomplete with compulsory fields empty,
you will be prompted to complete those fields before you can save. If the contractor has been successfully added a new page will open telling you the item has been saved.
You will then be able to return to the Today page, add another new entry or you can navigate to manage an existing entry.
Managing existing Contractor records
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After clicking the Manage Existing button you can review or modify contractor records already in the system. The figure below depicts the Manage Existing form.
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You can Print the current view using the Print button.
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The list will include any contractors that satisfy the filter criteria and will enable you to identify the status of any records that have been saved
against the contractor’s details. If an expiry date was recorded against a record then the Record Status/Next Expiry column will:
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