Reviewing Contractor Documents is a Key Responsibilities of Site/System Admins. This article will go through how to accept or decline submitted contractor documents
As a site admin in SecurePass, one of your key responsibilities is ensuring that the contractor management governance and compliance are upheld.
To achieve this, every update made to a contractor business must be submitted to you, then reviewed and approved by you.
This will include
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Submitted Contractor Documents both on a Business Profile and Employee Level.
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Adding Employee into Contractor Business
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Updating Contractor Business Details including Business Location.
Contractor Businesses are "managed" by the Admins at the site where the Contractor Business was created/imported.
This means that only the Admins at the site where the CB was created/imported will receive any notifications relating to the business for their document requirements, etc., via email/SMS.
Your Admins at other sites can still see and action any"pending revisions" via the egg-timer icon in the top right corner of SecurePass, but they will not receive any notifications via email/SMS.
Note: This feature is only available to SecurePass Clients that have purchased the full Contractor Management package not just Visitor Management. If you are interested in this feature, please reach out via this link.
The HealthSafe Support CANNOT review Contractor Requirements on behalf of an Organisation.
Contractor Business Admins cannot accept documents, only submit them.
If you are a Contractor Business Admin and seek additional information, please click this link here -
Steps on how to review Contractor Details.
The following are the usual steps to follow for reviewing contractor details updates as a System Admin.
- You will receive an email notification whenever an update is made to a contractor business, whether it involves updating their details or submitting required documents for their business or employees.
- From the email, you can click the link provided, which will redirect you to the SecurePass admin dashboard.
- After logging in, you may also click on the contractor business(es) that have a ‘Pending Revision’ button next to them.
- When you click the ‘Pending Revision’ button, a pop-up form will appear, showing you a list of pending revisions for that particular contractor business. You can click on the ‘View’ link to see the specific pending revisions.
- After clicking, you will be redirected to the relevant part of the pending revisions. You may review the update details or download the document for review before approving or rejecting the changes.
- Once you approve the changes submitted by the contractor admin, they will receive an email notification about the approval, as shown below.
