Managing Contractor Details and Document Updates

Managing Contractor Details and Document Updates

In this video, I walk you through how to manage contractors' details and upload necessary documents on their behalf. Each contractor has their own profile where you can find all relevant information, including any issues or documents that need updating. If a contractor sends an amended document, like an expired workers' compensation policy, you can easily edit their profile with the new details and upload the updated document. This process ensures that all information remains current and accurate for both the contractor and their workers. Please make sure to follow these steps whenever you need to update contractor information.


Contractor Document Management SOP

Objective

This SOP outlines the steps for managing and updating contractor details and documents within the system.

Key Steps

 

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.

Cautionary Notes

  • Always double-check the accuracy of the new document before uploading.

  • Ensure you have the proper permissions to make changes to contractor profiles.

Tips for Efficiency

  • Use the search function to quickly locate contractor profiles.

  • Keep a checklist of documents that need to be updated to streamline the process.


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