How Do I Add a Subcontractor Evaluation?
The Subcontractor Evaluations Module is used to assess and document the performance and health & safety practices of subcontractors. Regular evaluations help ensure subcontractors remain compliant with company requirements and consistently meet safety standards. Evaluation forms can be tailored to capture all relevant information for each type of assessment.
When adding a new subcontractor evaluation, the system prompts users to enter key details. After this initial step, an administrator completes the evaluation form linked to the specific subcontractor type. These forms can be fully digitised and customised using the Form Builder module.
There are two ways to add a subcontractor evaluation:
- In the Subcontractor Evaluation module.
- In the Actions functionality in the Subcontractors module.
This article includes step-by-step instructions on how to add a Subcontractor Evaluation.
To add a Subcontractor Evaluation in the Subcontractors Evaluations Module:
- On the left column, click Sub. Evaluations.
- Click +New Subcontractor Evaluation.
- Select the Subcontractor and Evaluation Type from the dropdown options.
- Enter the Cost.
- Click Save & Submit.
To add a Subcontractor Evaluation in the Subcontractors Module:
- On the left column, click Subcontractors.
- In the Actions column, click More and click New Evaluation beside the relevant subcontractor name. The subcontractors name will appear automatically.
- Select the Evaluation Type from the dropdown options.
- Click Save & Submit.
This is required before you can add a Subcontractor Evaluation:
- Set up Subcontractors
- Create the Evaluation Type
- Create Digitised Evaluation Forms
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields.
Other Options:
- Under the dropdown options, you will see an option to add more evaluation types, by clicking the ‘Here’ button highlighted. This will take you to the subcontractor types section - be cautious that when you click this button, the details you have entered will be deleted.