Set up your Contractors as follows:
•Click the Knowledge Base bar in the Navigation Window
•Expand the Editors section
•Click Contractors
•For a new Contractor, Click the New > Contractor Task
•Enter the Contractor Name
•Enter all of the details that you have for the new Contractor
•Tick the Resource checkbox, if the Contractor is to be used on Actions
•Click the Categories Tab
•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
•Click the Sub Contractors Tab
•In the list of Contractors, tick those that are permitted to be Sub Contractors to the current Contractor
•Click the Documents Tab, and if there are document or image files for the Contractor, attach them here
•Click Save
Things to be aware of:
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.