Contractor Modules Explained
The Contractor Management Solution is made up of 5 mandatory modules and 2 optional modules.
Mandatory
Contractor Config
Contractor Company
Company Documents
Contractor Worker
Worker Licence
Optional (but requires the above modules to function correctly)
Contractor Ratings
Contractor Inductions
Contractor Management requires some additional front-end setup within the Contractor Config module (adding appropriate records). This Contractor Config module is what controls which Professions, Company Documents, and Worker Documents are available to be added into the system. If installing via bundle copy then an import file of some generic Professions, Company Documents, and Worker Documents is available (See appendix).
Toggle Overview
The Donesafe Standard Solution modules makes use of hidden main form questions to enable/disable (toggle) various features utilising the ‘default response’ setting. In each module, on the main form, this will be easily identifiable by the Red and Bold display text as shown below.
Each toggle should be reviewed alongside the client’s sales contract and requirements to determine the necessary setup.
Contractor Company Toggles Explained
Using Contractor Ratings
This enables a Related Contractor Ratings tab within the Contractor Company module.
Using Contractor Inductions
This enables a Related Contractor Inductions tab within the Contractor Company module.
Using Plant & Equipment
This enables a Related Plant & Equipment tab within the Contractor Company module.
Contractor Worker Toggles Explained
Using Contractor Inductions
This enables a Related Contractor Inductions tab within the Contractor Worker module.
Install Checklist
Step | Module | Applicable to | Process | Sub Process | Status |
1 |
| All | Initial Setup | Schema or Bundle Copy to client site | ☐ |
2 | Contractor Config | All | Initial Setup | Import default records into Contractor Config Module
(See attached file in Appendix. Double click to open and then save as CSV. Ensure you have downloaded a copy of this guide and are not editing in browser.) | ☐ |
3 |
| Schema Copy | Initial Setup | Hide any modules which the client has not purchased/is not using | ☐ |
4 | Contractor Company | All | Module Setup | Determine whether the client is an Australian based business or if they have Contractors in other Countries. If they have other countries, then remove the API Lookup from the ‘Contractor Name’ field | ☐ |
5 | Contractor Company | All | Module Setup | In the Module Config, on the main form, select the default options for the toggle questions based on what accompanying standard modules, or features, the client has purchased - See below | ☐ |
6 | Contractor Company | All | Module Setup - Toggles | Using Contractor Ratings | ☐ |
7 | Contractor Company | All | Module Setup - Toggles | Using Contractor Inductions | ☐ |
8 | Contractor Company | All | Module Setup - Toggles | Using Plant & Equipment Modules
Review the install guides for the Plant & Equipment modules to enable the relevant toggles to link to the Contractor Company module. | ☐ |
9 | Contractor Worker | All | Module Setup | In the Module Config, on the main form, select the default options for the toggle questions based on what accompanying standard modules, or features, the client has purchased - See below | ☐ |
10 | Contractor Worker | All | Module Setup - Toggles | Using Contractor Inductions | ☐ |
11 |
| All | Module Setup | Review tab section overrides and determine if admin role should be added to visibility | ☐ |
12 |
| All | Module Setup | Review Workflow path restrictions and add Admin user collection to the restrictions | ☐ |
13 |
| Bundle Copy | Role Setup | Map module Role Profiles to system roles | ☐ |
14 |
| All | Customisation | Complete any field customisation as indicated in the clients returned module workbook | ☐ |
15 |
| All | Customisation | Complete any notification customisation as indicated in the clients returned module workbook | ☐ |
16 |
| All | Module Setup | Review all main form toggles and ensure they are all set to hidden | ☐ |
17 | Company Documents | Bundle Copy | Module Setup | Check the Contractor Company Documents module is hidden from the menu collections and the ‘Add’ button (top right) (controlled via role profiles) | ☐ |
18 | Worker Licences | Bundle Copy | Module Setup | Check the Worker Licences module is hidden from the menu collections and the ‘Add’ button (top right) (controlled via role profiles) | ☐ |
19 |
| All |
| Configure the Custom Contractor Welcome Email | ☐ |
Appendix
Contractor Config Initial Import
