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Contractors | Approval Process | Contractors and Workers

Contractor & Workers

  • Contractor users can edit, but need to follow approval process
    • If not in “draft” status, details, insurances, contacts, licences are not editable.
    • Has “revert” action to change to “draft” status, at which point changes can be made. Once they have been finalised, use the “submit” action to change to “Review Required” status.
    • Some internal-only fields are not shown-
      • Internal Reference
      • Financial Reference Name
      • Financial Reference #
      • Payment Terms
      • Disallow Custom Payment Dates?