Below you will find a list of answers to frequently-asked questions about managing Sites in ContractorOS.
What is a Document?
A document is a piece of information that a site requires all vendors and/or contractors to provide before entering the site to perform work. Examples of documents that vendors might be expected to provide include business incorporation documents. Examples of documents that contractors might be expected to provide include driver's licenses, first aid certificates or proof of insurance.
How Do I Add or Edit a Document
Your ContractorOS Onboarding team will be responsible for adding and managing documents on your behalf.
If you need to add a new document to your site or make changes to an existing document, please reach out to your ContractorOS Onboarding Team.
What is a Task?
A task is a document that a site has assigned to a vendor or contractor. The vendor or contractor must complete their tasks by filling out any data required by the site, and uploading a proof that they possess the license/certification that is requested in the task.
Tasks are always assigned by the site administrator to vendors or contractors, then completed by vendors or contractors and submitted to the site administrator for review.
What Can I Find on the Tasks Page?
The Tasks page is your inbox as the Site Administrator. When vendors and contractors submit documents, they are sent to your tasks page, where you can review and approve or reject task submissions.
What Can I Find on the Vendors Page?
Vendors are companies that employ contractors. The Vendors page is where you can see all vendors who have been granted access to your site.
What Can I Find on the Contractors Page?
Contractors are the individual employees of vendors who have been granted access to your site. The Contractors page is where you can view a list of all contractors who have been granted access to your site.
What Can I Find on the Documents Page?
The Documents page is where you can add and manage documents that will be sent to vendors and contractors for them to complete.
What Information Can My Vendors / Contractors See About Me As a Site Admin?
Vendors and Contractors within ContractorOS can only see the name of the site, as well as the name and basic contact information of the Site Administrator.