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The Contractors module allows you to manage your contractors and keeping track of relevant records such as Insurance, training etc. |
Introduction
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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
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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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