How Do I Configure a Subcontractor Evaluation Type?
The Subcontractor Evaluations Module is used to record the performance and health & safety practices of subcontractors. Conducting and recording these evaluations helps ensure that subcontractors remain compliant and maintain safety standards. Evaluation forms can be customised to include all necessary information relevant to each assessment.
When setting up a Subcontractor Evaluation, you assign it a Type, which adds the required forms to the evaluation.
This article includes step-by-step instructions on how to configure a Subcontractor Evaluation Type.
- On the left side menu, go to Settings and click Subcontractor Evaluation Types.
- Click +New Subcontractor Evaluation Type.
- Enter the Name, and Description of the subcontractor evaluation type.
- Select the Role(s) from the dropdown options.
- Choose the Form(s) from the dropdown options.
- Click Save & Submit.
This is required before you can add a Subcontractor Evaluation Type:
- Digitise your Evaluation Form
- Set up Employee Roles
- 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 i.e. name and form
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and roles.
Other Options:
- Under the dropdown options, you will see an option to add more forms, by clicking the ‘Here’ button highlighted. This will take you to the Form Builder section - be cautious that when you click this button, the details you have entered will be deleted.