How to Manually add Compliance Documents

Steps:

Open the Subcontractor's record

• Go to Admin, then under Contacts select Subcontractors.
• Select the relevant subcontractor.

Check the compliance requirement exists

• Scroll down to Compliance Requirements and make sure a requirement has already been created for the document you're adding.

• If not, click Add Compliance Requirement and fill in the category, state, and document name, then save.

Add the compliance record

• Under Compliance Records, click New Compliance Record.

  

• Select the Requirement it relates to, and fill in the Compliance #, Description/Name, Valid From, and Valid To dates.

• Upload the compliance document in the designated upload box, once it's uploaded, the file name will appear underneath.

• Click Upload to save the new compliance record.

Verify Compliance

• Once you've added all the compliance records you need, click Compliance Verified.

• Click Save.

• The subcontractor will now show a green tick against their name in the Subcontractors list.

FAQ

When should I add a compliance document manually instead of requesting it? Use this when you already have the subcontractor's documents on file and don't need to send them a request to upload it themselves.

Do I need to create a compliance requirement first? Yes, a compliance requirement needs to exist before you can attach a record to it. If one hasn't been created yet, add it under Compliance Requirements first.

What happens after I click Compliance Verified and Save? The subcontractor's status updates to a green tick in the Sub Contractors list, showing that their compliance documents have been submitted and verified.

Can I add more than one compliance record at a time? Yes, repeat the New Compliance Record step for each document you need to add before verifying compliance.