The configuration is the section where all settings, categories and options are set-up. To modify any of those, you need to have the right security access.
1. Navigate to the Configuration module by selecting ‘Configuration’ from the menu bar across the top of your screen.
2. On the next page go to Contractor Categories section. Add a new item by clicking on the
button above or click on
to edit an existing item.
3. If you chose to add a new item, fill in the name and select the approval category from the drop down, the click on the ‘Save’ button.
4. If you clicked on
and need to update the category, edit the name and select the Approval Category from the drop down, then click ‘Save’ to go back to the previous page.
5. Select the necessary test from the drop down in Test section, check the ‘Mandatory’ box and click on the ‘Save’ button to add it.
Note: This induction request will appear on the dashboard of each contractor who will be assigned this Contractor Category.
6. Add new document category, in Document Categories section, by selecting them from the drop down and clicking ‘Save’ button.
Note: This document request will appear on the dashboard of each contractor who will be assigned this Contractor Category.
