This SOP outlines the steps for managing and updating contractor details and documents within the system.
1. Access Contractor Profile 0:00
Navigate to the contractor's profile directly.
Alternatively, use the search function to find the contractor's account.
2. Review Contractor Details 0:18
Check all relevant information associated with the contractor.
Look for any issues or documents that need attention.
3. Identify Document for Amendment 0:24
Determine which document needs to be amended (e.g., expired workers' compensation).
Ensure you have the updated document ready for upload.
4. Edit Document Details 0:36
Access the document section of the contractor's profile.
Edit the necessary details, including:
New policy information
New expiry date.
5. Upload New Document 0:48
Drag and drop the updated document into the designated area.
Ensure the document is correctly attached to the contractor's profile.
6. Confirm Updates 1:04
Verify that the new document is live in the system.
Check that all information is updated correctly.
7. Update Worker Details (if applicable) 1:12
If needed, repeat the process for any workers under the contractor's company.
Access their worker profiles and amend documents as necessary.
Always double-check the accuracy of the new document before uploading.
Ensure you have the proper permissions to make changes to contractor profiles.
Use the search function to quickly locate contractor profiles.
Keep a checklist of documents that need to be updated to streamline the process.