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Subcontractor System Matrix



The System Matrix shows a quick overview on the status of subcontractors that are on the system and their existing documents. This is viewed in a specific structure using rows and columns. The Matrix allows you to view the list of Subcontractors on the system, their compliance status, related documents and their compliance status. Here, you can also approve or reject documents, send an email to a subcontractor, change a documents expiry date, upload documents, and add comments when approving or rejecting a document.


To access the Subcontractor Matrix System:

  • On the left column, go to Subcontractors.
  • 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. The information icon beside a compliant Subcontractor shows how long the subcontractor has been compliant.


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


There are columns with headings of the different documents that are relevant to the Subcontractor, and the documents' compliance status.

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.


By clicking on the status of a document, you can view the document by clicking on the attachment.

This will show:

  • The document status
  • Who approved the document
  • The approval date
  • The expiry date
  • The date the document was uploaded.


To change a documents expiry date:

  • Click on the calendar icon
  • Select the date
  • Click the refresh button


To approve or reject a document:

  • Click the 'tick' or ‘x’ under the document.
  • You can add attachments by clicking on the white box or drag and drop the document to the white box.


To use the Filter:

  • Click 'Filter' at the top of the page.
  • Choose from the dropdown options what you want to see, and click 'X'.
  • To remove a filter, click the paint brush icon beside what you have previously selected.

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