MANAGE USERS - MANAGE COMPANIES
This menu contains a list of contractor companies detailing their current eligibility. Contractor companies can be added, existing contractor company details can be viewed, edited or deleted and the Principal Contractor can be changed. This section focuses on companies and not individuals within companies.
Manage Companies - Elegibility
In this menu you can check if a Principal Contractor has been approved or not approved and the reason they are not approved.
1. In the Manage Users menu, select Manage Companies.
2. Your companies will be listed and their eligibility can be seen at a glance.
3. A green status indicates that the company has been approved as a contractor and therefore eligible to work at the assigned site.
4. An amber status indicates that the approval is in progress.
5. A red status indicates that the company has not been approved due to for example, no licence and insurance documentation.
6. Click on the company name to see why the status is amber (in progress) or red (not approved).
Manage Companies - Add a Company
This menu is where a new company is added if you have all the company details and documentation, or if for example, a company is already approved on a paper based system and you want to transfer them to an online system (conTrac). When you add a company, there is no requirement to "Invite Principal Contractor". We will cover the "Invite Principal Contractor" in a separate section.
1. In the Manage Users menu, select Manage Companies.
2. Click Add a Company.
3. Enter the company's details and click the drop-down arrows to select relevant details.
4. Enter the company's address and contact information.
5. Then select the Area of Service from the list provided.
6. Select Existing User or enter the details of a new user.
7. Find the company's completed Evaluation Form on your computer and drag and drop the form into the space provided.
8. Click Next Page to continue.
9. Find the company's current Workers Compensation documentation on your computer and drag and drop the document into the space provided.
10. Select the Workers Compensation expiry date.
11. Click Next to continue.
12. Find the company's current Public Liability Insurance documentation on your computer and drag and drop the document into the space provided.
13. Select the Public Liability Insurance expiry date.
14. Click Next to continue.
15. Find the company's current Professional Indemnity Insurance documentation (if applicable) on your computer and drag and drop the document into the space provided.
16. Select the Professional Indemnity Insurance expiry date.
17. Click Next to continue.
18. Click the + icon to add an employee of the Principal Contractor employee or click Skip this step if there are no employees to add.
19. Enter the employee details.
20. Click Next. This is the final step in adding a company.
Manage Companies - Edit a company's details
In this menu you can edit a company's information for example contact details, contractor type, insurance and license documentation.
1. In the Manage Users menu, select Manage Companies. Your companies will be listed.
2. Click the edit icon to open the company's information.
3. Change the relevant company information.
Manage Companies - Edit a company's details (continued)
4. This is the section where documents such licences and insurances can be updated.
5. Select click here to update document.
6. Find the Workers Compensation document on your computer and drag and drop the file into this space.
7. Enter the Workers Compensation expiry date.
8. Find the Public Liability Insurance document on your computer and drag and drop the file into this space.
9. Enter the Public Liability Insurance expiry date.
10. Tick the Approved box if all the required information and documentation has been entered.
11. Click Save changes.
Manage Companies - Remove a company
1. In the Manage Users Menu, select Manage Companies to bring up your list of companies.
2. Click the Delete (x) icon to delete the company from your list.
Manage Companies - Change Principal Contractor
1. In the Manage Users Menu, select Manage Companies to bring up your list of companies.
2. Click the Change Principal Contractor icon.
3. Enter the required changes.
4. Click Save changes.
Manage Companies - Change the Contract Manager
1. In the Manage Users Menu, select Manage Companies to bring up your list of companies.
2. Click the Change Contract Manager icon.
3. Click the Drop-down arrow and select the new Contract Manager from the list.
4. Click Save changes.
