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Subcontractor System Matrix


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

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


To access the Subcontractor System Matrix:

  1. In the left-hand menu, select Subcontractors.
  2. Click Matrix.


  1. The Name column displays the names of all subcontractors on the system.
  2. The Status column indicates each subcontractor’s compliance status. By hovering your cursor over the information icon next to a compliant subcontractor, you can see how long they have maintained their compliant status.


To send an email to a subcontractor, click the envelope icon next to their name.


The matrix includes columns with headings for the various documents relevant to each subcontractor, as well as the compliance status of those documents.


Compliance status is indicated using the following colours and icons:

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


By clicking on a document’s status, you can view the document by selecting the attached file. This will display:

  1. The document’s status
  2. The name of the person who approved it
  3. The approval date
  4. The expiry date
  5. The date the document was uploaded


To change a document’s expiry date:

  1. Click the calendar icon
  2. Select the new date
  3. Click the refresh icon


To approve or reject a document:

  1. Click the tick or X icon below the document
  2. To add attachments, click the white box or drag and drop the document into the white box


To use the filter:

  1. Click Filter at the top of the page
  2. Choose the desired options from the dropdown menu, then click X


To remove a filter:

  1. Click the paintbrush icon next to the selected filter

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