Navigating the Contractors' page
As an Client Account Administrator, you can use the My Contractors' page to browse, manage, and verify your contractor accounts.
You can add contractors, search for a contractor by name, and find contractors based on their workflow status. You can also see the connection status for all your contractors and filter contractors by a connected or connection pending status. In addition, you can narrow your search by filtering your contractor by steps, work sites, and by the main category that the contractor belongs to.
An example of the Contractors' page in Grid view is provided below:
Add a contractor
Selecting the Add a contractor button enables you to invite a contractor to join Sitepass. You can also use this option to connect to an existing Sitepass contractor.
For more information, please see our Inviting a contractor to connect article.
Refining your results
There are many ways to refine the results on your page. Using the search filters allows you to search for a contractor based on the following:
|Workflow Status||You can use this option to keep track of contractors that fall into a certain category, for example, you might have a process that requires you to follow up with contractor that have an Incomplete status; knowing that they need to move their status forward to be authorised to work onsite.|
Options: All, Approved, Conditional, Declined, Incomplete, Pending, Ready, and Submitted.
|Connection Status||Enables you to filter contractors by either a Connected or Connection Pending status. |
Options: All, Connected, and Connection Pending.
|Step||Provides you with a list of contractor workflow steps to choose from. These are set up in Sitepass under Configuration. You can get there by going to Configuration -> Workflow Steps -> click the Configure drop-down -> select Contractor -> go to the Steps section.|
Options: All the Contractor Workflow Steps you have set up.
|Work Sites||Allows you to filter contractors by their connection to a work site.|
Options: Provides a list of your work sites.
|Main Category||Provides you with a list of main categories to choose from. These are set up in Sitepass under Configuration. You can get there by going to Configuration -> Categories -> under the Configure drop-down -> select Contractor Categories.|
Options: All the contractor main categories (not sub categories) you have set up.
The More Filters section provides you with additional filters. More Filters is situated next to the Options drop-down - an example is provided below:
When you select a filter option from the More Filters drop-down, that filter option is added to the page. You can then use the drop-down next to that filter to choose or input your required parameters, for example:
The filters details for the More Filters drop-down are as follows:
|Address||Use this option to find a contractor by typing their address into the Address set of filters. You can also use this filter set if you would like the page to return contractors from that state, postcode, or country.|
|Business Structure||Filter contractor by their type of business structure.|
|Contact Details||Allows you to filter contractors by their contact details, for example, you can search for a contractor by typing or pasting their phone number or email address into this filter.|
Use this filter to find contractors that belong to a certain industry, for example:
|Industry Groups||Use this filter to find contractors that belong to a certain industry group, for example:|
|Registration Date||Allows you to filter contractors by their Sitepass registration date.|
|Sub Category||Provides you with a list of sub categories to filter by; these are all the contractor sub categories you have set up. To find these in Sitepass go to Configuration -> Categories -> under the Configure drop-down -> select Contractor Categories -> click on a category -> if the main category has sub categories, they are listed here.|
|Workflow Step Status||Allows you to filter contractor by their workflow step status, for example, approved, declined, and pending.|
Options: Grid or List view
You can change how your results appear on the page. You can view the results in Grid or List view. To do so, go to the Options button and select the type of view you require:
Grid view - navigation tips
The Grid view displays your results like this:
Clicking on a contractor takes you to their page.
List view - navigation tips
The List view displays your results like this:
There is a Columns drop-down that lets you select which columns appear in your list. The Columns drop-down is next to the Options drop-down. The columns that are ticked on appear in your list. An example is provided below:Clicking on the trading name takes you to their page.
Reset all filters
The Reset all filters option allows you to remove all filters from the page; the page refreshes and all your contractors are displayed.
You can set the search filters to return certain results, and you can then save that set of filters under one search option.
You can access your saved contractor searches in the My Searches drop-down list - for example:
To bring up the results of a search, got to the My searches drop-down and select your required search.
You can also remove a search from the list or rename a search by going to the My searches drop-down and selecting the Manage searches option; this opens the Manage saved searches panel, for example:
From here, you can delete an option by clicking the Remove button.
A Delete search warning appears, select the Yes, proceed! button to delete the search.
RENAME: To rename a search, click in the name field and start typing. Clicking out of the field saves your changes.