As an Administrator or Worksite Manager, you can add workflow categories and subcategories against your contractor's workflow. To do so, please follow these steps:

  1. Log in to Sitepass as an Administrator of a Client account or as a Worksite Manager. 
  2. Click the Contractor option in the left-hand menu.  
    This opens the Contractors page.

  1. Find the desired contractor and click on their business name or logo; this opens the workflow page for that business.

Options - you use the Workflow Wizard or the + Add button to add workflow categories against the contractor.

  1. OPTION A: The Workflow Wizard
    1. www Go to the top right-hand corner of your page and click on the Workflow Wizard link.
    2. When the wizard opens, click on the + Add a workflow category button.

A drop-down appears showing all the available categories you can add.

c. Click on the name of the category to add it to the contractor's workflow.

To appear here, the Administrator needs to have added the category under Configuration > Categories > Role belonging to the contractor.

d. Click the Next button.

e. When you are taken to the Worksites step, review the worksites listed and update if necessary.

f. Click the Finish button when you have finished updating the wizard.
This saves your changes, which are reflected in the workflow.

  1. OPTION B:  The + Add button
    1. Click on the Workflow categories tab under the Manage section.
      This opens the Business Categories information on the page.
    2. Click the + Add button to add a new category.

The Select category panel appears.

c. Select a category from the Select category drop-down (required field).

d. Select a subcategory from the Select subcategory drop-down (required field).

To see where these categories come from, go to Configuration -> Categories -> Supplier Categories. For more information, please see our Introduction to categories article.

e. Select the categories and subcategories that are applicable to that
    contractor.

f. Click the Submit button.
Sitepass saves your selection.

At this point, the contractor's workflow requirement might be updated based
on the category and subcategory selected in the previous step.