How Do I Add a Subcontractor Evaluation?
A Subcontractor Evaluation is used to review and document the subcontractor’s performance. It is important to add Subcontractor Evaluations to the system as it can help monitor the subcontractor’s performance and identify any issues to maintain health and safety in the workplace.
There are two ways to add a subcontractor evaluation:
- In the 'Subcontractors Evaluations' module.
- In the 'Actions' functionality in the 'Subcontractors' module.
To add a Subcontractor Evaluation in the Subcontractors Evaluations Module:
- On the left side menu, click ‘Sub. Evaluations’.
- Click ‘+ New Subcontractor Evaluation’.
- Select the Subcontractor and Evaluation Type from the dropdown options.
- Enter the cost.
- Click 'Save & Submit'.
- 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.
This is required before you can add a Subcontractor Evaluation:
- Set up Subcontractors
- Create the Evaluation Type
- Create Digitised Evaluation Forms
To add a Subcontractor Evaluation in the Subcontractors Module:
- On the left column, click 'Subcontractors'.
- In the 'Actions' column, click 'New Evaluation' beside the relevant subcontractor name. The subcontractors name will appear automatically, you can change this by selecting a different subcontractor from the dropdown options.
- Select the Evaluation Type from the dropdown options.
- Click 'Save & Submit'.
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.