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New System Updates and Features

Dated 13 December 2017.


CONTRACTOR FILTER BY APPROVE STATUS

Once your contractor has completed their data entry and uploaded their documents their status will show as Approve, ready for your review and approval.

You can now filter and search by that status via the Compliance Status dropdown menu.

CONTRACTOR FILTER BY PENDING STATUS

When you first invite a Contractor to register they will have a status of Pending.

You can now filter and search by that status via the Active/Inactive dropdown menu.

CONTRACTOR SEARCH – SEARCH BY CONTACT NAME

You can now also search for your contractors by their Contact Name.

Enter the details in the Contact Name box and the filtered results will show in the Search Table.  This search function is predictive so the results will start to filter as soon as you start to enter details in the Contact Name box.

 

 

NEW USER TYPE – EDITOR PLUS

A new client user type has been created called Editor Plus.

Editor Plus has the same permission as Editor but for the Contractor Module this user type can ALSO Approve Contractors.

Permission Levels Permissions
Viewer Can view all contractors and suppliers and run reports
Editor Can view, edit and add new contractors and suppliers, and run reports
Editor Plus Can view, edit and add new contractors and suppliers, run reports and approve contractors.
Admin Can manage contractors and suppliers, approve contractors, run reports and manage users
Super Admin Full permissions including editing plans and Credit Cards.

 

DASHBOARD CHANGES

We now track documents that have been Archived by your Contractors on your Dashboard as well as documents replaced, to assist you further with your contractor management.  You can find these in the Notification – Activity table.

APPROVING YOUR CONTRACTORS

We have amended this function so that the Approval button will not be available if your contractor has any Licences entered that have expired.

 

LMS MODULE – TRAINEE HISTORY TABLE

A new table has been added to the Trainee Details page which will show all the training history for that Trainee.  To include all past completed courses.

 


Last Update: January 5, 2018  

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