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Contractor Management Module OverviewCreating a Contractor RecordContractor Registration, Information Submission, and ApprovalManaging Contractor Documents (Licenses, Insurances, etc.)Using Contractor Accessible Documents
Contractor Management

Using Contractor Accessible Documents

Managing and sharing company documents (e.g., policies, safety procedures) with contractors for their review.

Purpose

The "Contractor Accessible Document" form allows your organization to control and share its own documents (like policies, procedures, or induction materials) with contractors. These are distinct from documents provided by the contractor.

Managing and Sharing

  1. Internal Management: These documents are created, versioned, and maintained internally using the "Contractor Accessible Document" form. Key fields include "Title," "Doc Type," "Version," and the attachment itself. They have a workflow (e.g., "Draft," "Active," "Archived").
  2. Making Available to Contractors: Once a document is "Active," it can be linked to specific "Contractor" records (usually in a dedicated section of the contractor's profile). Contractors can then view these documents in their portal.

This ensures contractors have access to the current, approved versions of necessary company information.

Version: 1

Managing Contractor Documents (Licenses, Insurances, etc.)

Focuses on the 'Contractor Document' form, used for tracking documents provided by contractors, particularly those with expiry dates.

Understanding Critical Control Management (CCM) in myosh

Introduces Critical Control Management (CCM) concepts, terminology, and processes, including how critical control effectiveness is verified, often using the Inspections & Audits module.

On this page

PurposeManaging and Sharing