Contractors | Settings | Create a New Contractor Record

Create a New Contractor record with information, attachments (photos, licenses, certifications).

Start filling out fields on default Details Tab first. Note! Other tabs are not available until after details tab is complete and saved.

Default tab opens into Details –> Fill out all details (especially mandatory in red)
Complete all other fields as required by your organisation.
Click Save (once complete) for saving information details.

Once Details tab is Saved

Move to each tab left to right to add contacts, insurances, licences, communications, notes, attachments.
Open each tab and click +ADD, complete details for each tab area.
Upload photos and files as required through upload buttons, dropdown categories.
Type fields can in some sections can be filled in to give identity to files added and uploaded.
Last tab: Activity will keep record of all activity in contractor record as you fill out, modify or delete.

To add contacts click +ADD (right side)

Fill out fields for your contacts as required, starting with Name and Position (Mandatory)

Select Dates Contact is active from and to
Description of contact can be useful information for anyone looking up the contact
Contact methods: Phone number, Email, Mobile.
Language – choose from drop down
Tick box if the contact is a Primary Contact
Access detail text box to detail any further information.
Save when complete or Cancel if no longer required to add information to this area.

To add Insurances –> Click +ADD

To add Licences – similar process to Insurances but select Licences Tab —> Click +ADD

Communications Tab –> Email communications and notifications SpyderFlow to the Contractor

Contractor email notifications can be set for workflow related areas sent from SpyderFlow to the contractor once details are entered into the system.

Click Edit to set this area with destination emails, tick checkboxes for email notifications for Scopes, Quotes, Purchase Orders, Invoices.

Attachments Tab –> Select Type of Attachment, Type Title, +Choose (Select your file) then Upload and Save.

Note!

Type of attachments are set up to the dropdown field by your SpyderFlow Administrator or Manager.

If you cannot match the type with the attachment refer to your organisation Manager or Administrator for SpyderFlow.

Notes Tab –> Click to add Notes to the Contractor record –> Click +ADD

Handy tip! – both drop down areas set by your organisation, contact your Manager or SpyderFlow Admin to add, modify, delete options).

The activity tab gives information to the contractor of system and user activity.

Useful if discrepancies arise or just if you are looking for when a change occurred with contractor details.

Can be filtered by columns:

When complete click another tab, menu item or <– Go back to List (List of Contractors)

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