Developments - Approved Contractors

Developments - Approved Contractors

Info
This article is part of the Developments section.
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The Approved Contractors tab on each development allows you to grant selected contractors or PL accounts approved status to work on that development for certain job types. This makes it easier to control which sites specific contractors attend, and make sure contractors are not sent out to certain developments.

Adding an Approved Contractor

  1. Navigate to the Development tab.

  2. Use the filters to locate your development, highlight and double-click to open.

  3. Select the Approved Contractors tab.

  4. Click Add in the action panel on the left.



  5. This will open the New Contractor for Development window.



  1. Select a PL Account from the dropdown. Use the binoculars icon to search.

  2. Select a Job Type from the dropdown. This will be the type of work the selected contractor is approved for at the development. 
Notes
Users will need the "Jobs Tab Allow Non Approved Job Types" permission to use contractors for job types that are not approved.
  1. Add any relevant Comments/Notes e.g. contractor availability

  2. The Approved From / Approved To boxes are optional. Set dates here if the contractor is only to be used during a specific time period.

  3. Click Save and Close.

When you create a new job for the development the approved contractors will be highlighted at the top of the PL Account dropdown.

If you do not select an Approved Contractor when creating a job, you will see a warning.


NotesThe "Approved Contractor" System Setting can be enabled to ensure only Approved Contractors can be selected for jobs.

Amending an Approved Contractor

  1. Highlight the contractor in the grid, and click Amend.



  2. You can then edit the Job Type and the Approved From/To dates.

  3. Previous notes will be displayed in the Comments/Notes History box, and you can add new comments to the Comments/Notes box.



  4. Click Save and Close.

Deleting an Approved Contractor

  1. Highlight the contractor in the grid, and click Delete.



  2. A pop-up will ask you to confirm you want to delete the record. Click Yes to proceed.

  3. To view deleted contractors, select Deleted or All from the dropdown at the top of the Approved Contractors Information screen.



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