Once your site is registered and you have set up your Vendors and Contractors, the next step is for Vendors and Contractors to complete their assigned Tasks by uploading the documents you have required in order to comply with access requirements for your site.
Here's a video explaining how to review a task in ContractorOS:
Here’s a written guide explaining how to view and approve or reject a submitted task:
- Login to ContractorOS, or login to FacilityOS and then select ContractorOS from the modules list.
- Select the Tasks
icon. You will be taken to the Tasks page, where you can see all pending tasks. Each task will show the following information at a glance:
- Task Type – Whether the task was submitted by a Vendor or Contractor.
- Company – The Company account associated with the task.
- Submitted By – the name of the vendor representative or contractor who submitted the task.
- Task Name – the name of the task.
- Site – The name of the site(s) that this task was submitted for approval at.
- Date Submitted
- Date Received
- To review a submission, click into any task. You will be taken to the review page, where you can review the data associated with the task (i.e. name, reference number, expiry date), as well as a photo of the document submitted on the right hand side of the screen.
- In the top-right corner, you can select Approve Document or Reject Document, as shown below:
- All done! Once you approve or reject a document, it will be removed from your tasks list. The Vendor or Contractor will be notified via email to let them know whether a task has been approved or rejected, as well as any notes you included in your approval or rejection.
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