Visibility and Access

Contractors can log into SpyderFlow with restricted visibility. As an external user the full main menu will be limited in view.

• Contractors perform Purchase Order (Standard and Defect) work activities.
• Contractor workers are linked to the Contractor.

Statuses for Workflows

• Draft: When a contractor edits or creates a record
• Review Required: Submitted for internal review
• Active: Approved by internal users: the internal users are their contact employees at the company allocating the work to the sub contractor (trade).

Licences and Insurances

• Can be marked required or optional
• Tied to specific work/service types
• required licences and insurances must be valid for activation
• system can warn or block work if licences or insurances are expired.

Purchase Orders (POs)

• Contractors cannot edit the PO directly.
• Can add notes and attachments.
• Submit Claim (before PO is Review Required):
  • Sets PO status to review required, updates completed date and creates a note if comments are added.
• Revert Claim (PO is Review Required):
  • Sets PO back to status of In Progress, clears the completed date and creates a note if comments are added.

Calendar Events, Notes, Attachments

• Calendar events linked to Purchase orders show clickable links to Orders (if permitted)
  • Icons indicate if a work activity or note attachment is in Review Required status.
• Notes, by default are set to Review Required when Created by Contractor
  • Can change to “Created” if the note is information only.
  • Can create notes
  • Cannot edit or delete notes.
• Attachments are always set to Review Required status.
  • Can create attachments
  • Can add files to attachments
  • Cannot edit or delete attachments

Invoices

Contractor users see invoice types reversed compared to internal (subscriber company) users.