What can we help you with?

Similar Articles

Learn The Basics

Subcontractor System Matrix

The System Matrix provides a clear overview of the status of subcontractors registered on the system, along with their associated documentation. Information is presented in a structured format using rows and columns. The matrix allows users to view the list of subcontractors, their compliance status, and related documents with their individual compliance statuses.

Within this view, administrators can approve or reject documents, send emails to subcontractors, amend document expiry dates, upload documents, and add comments when approving or rejecting a submission.


To access the Subcontractor Matrix System:

  1. On the left column, go to Subcontractors.
  2. Click Matrix.


The Name column shows the names of all the Subcontractors on the system.

The Status column shows the compliance status of the Subcontractors. By hovering your cursor over the information icon next to a compliant subcontractor, you can view how long they have maintained their compliant status.


You can send an e-mail to the subcontractor by clicking the envelope icon beside the Subcontractor name.


There are columns with headings for the various documents relevant to each subcontractor, along with the compliance status of those documents.

The compliance status is indicated using the following colours and icons:

  1. A green tick means the document is approved.
  2. A red X means the document has been rejected.
  3. A red clock means the document has expired.
  4. A yellow timer means the document is awaiting approval.
  5. A grey question mark means there are missing requirements.


By clicking on a document’s status, you can view the document itself by selecting the attached file.

This will show:

  1. The document status
  2. Who approved the document
  3. The approval date
  4. The expiry date
  5. The date the document was uploaded.


To Change a Documents Expiry Date:

  1. Click on the calendar icon
  2. Select the date
  3. Click the refresh button


To Approve or Reject a Document:

  1. Click the tick icon or X under the document.
  2. You can add attachments by clicking on the white box or drag and drop the document to the white box.


To Use the Filter:

  1. Click Filter at the top of the page.
  2. Choose from the dropdown options what you want to see, and click X.


To Remove a Filter

  1. Click the paint brush icon beside what you have previously selected.

Recently Viewed

Visit other post to show recently viewed