How Do I Approve and Reject Contractor Documents?
Contractor documents must be approved for the contractor to be compliant. Administrators can view the status of contractor documents, and approve and reject contractor documents in the 'Subcontractor' module, and the 'Subcontractor Matrix' system.
Documents can be approved for reasons, such as:
- Signatures are present
- The document is correct
- The document is in date
Documents can be rejected for reasons, such as:
- Missing signatures
- Incorrect document
- The date has expired on the document
1.To approve or reject contractor documents in the Subcontractor module:
- On the left column, go to ‘Subcontractors’.
- Click on the relevant Subcontractor.
- Scroll down to the ‘Uploads’ section.
- Click on the document you want to approve or reject.
- Scroll down to the bottom of the document and click ‘Approve’ or ‘Reject’..
- Enter any comments you think are relevant.
- Click ‘Save & Submit’.
2.To approve or reject contractor documents in the Subcontractor Matrix system:
The System Matrix shows an overview of subcontractor documents and the document status. This is viewed in a specific structure using rows and columns, with the document names showing as headings at the top of the page, and a list of the names of subcontractors.
- On the left column, go to ‘Subcontractors’.
- Click 'Matrix' at the top of the page.
The documents compliance status is represented by the following colours and icons:
- A green ‘tick’ means the document is approved.
- A red ‘x’ means the document has been rejected.
- A red clock means the document has expired.
- A yellow timer means the document is awaiting approval.
- A grey question mark means there are missing requirements.
To approve or reject a document:
- Click on the icon under the document heading.
- Click the 'tick' or 'X' icon under the document.
- Enter any comments you think are relevant.
- Click 'Save & Submit'.