Set up your Contractors as follows:
Step 1. Click the Knowledge Base bar in the Navigation Window
Step 2. Expand the Editors section
Step 3. Click Contractors
Step 1. Click the New > Contractor Task
Step 2. Enter the Contractor Name
Step 3. Enter all of the details that you have for the new Contractor
Step 4. Tick the Resource checkbox, if the Contractor is to be used on Actions
Step 5. Click the Categories Tab
Step 6. Tick one or more Action Categories that the Contractor is permitted to work on, so that for Actions of said Action Categories, the Contractor can be assigned
Step 7. Click the Sub Contractors Tab
Step 8. In the list of Contractors, tick those that are permitted to be Sub Contractors to the current Contractor
Step 9. Click the Documents Tab, and if there are document or image files for the Contractor, attach them here
Step 10. Click Save
To use the Contractors Form requires Administrator or Edit Action permission.
If a Contractor becomes inactive, tick the Inactive checkbox, to remove them from Resource Lists.
If an email address is set for a Contractor then a Work Order assigned to them can be directly emailed upon issue.
Contractors can be given a User Account, so that an external Contractor can:
•Log-in to Conquest and manage the Actions allocated to them
•See any Actions (without cost information) assigned to any other Contractor
•See any Asset information that the Conquest Permissions given them, permits
See Contractors for more details.