Contractor Management Module Overview

Purpose of the Module

The Contractor Management module helps your organization streamline how it engages with and manages external contractors and suppliers. It offers a central place to:

• Maintain a list of preferred suppliers.
• Capture and update contractor profiles and related employee information.
• Manage crucial documents like insurances and licenses, especially tracking their expiry.
• Monitor compliance status.
• Conduct performance evaluations.

Key Processes and Forms

The module uses several interconnected forms to manage the contractor lifecycle:

1. Contractor Form: The central hub for each contractor. It holds their business details, assigned risk profile, and acts as a container for all their associated documents, assessments, and evaluations. The main workflow (from invitation to approval or suspension) is managed here.
2. Contractor Document Form: Used to track specific documents vital for a contractor's engagement (e.g., insurance policies, licenses). Each document has its own lifecycle, with automated reminders for expiries. These are linked to the main "Contractor" record.
3. Contractor Accessible Document Form: Manages company documents (e.g., policies, safety procedures) that are shared with contractors for their review. These documents have their own management lifecycle and are linked to "Contractor" records to make them visible in the contractor portal.
4. Contractor Performance Evaluation Form: Provides a structured way to assess contractor performance after a project or work period, linking back to the "Contractor" record and potentially to "Action" records for follow-ups.

Using This Guide

The following help documents detail how to use these forms and processes. For general system features like attaching files, linking records, or how forms are submitted, please refer to the guides in the "General Features" help category.