A Contractor refers to an external entity who performs work for your organisation but is not a direct employee.

• Once contractor information is entered: it is then able to be referenced by the workflows that are undertaken by the users of the SpyderFlow system.
• In SpyderFlow , Contractors can also be referred to as External Users with restricted access to ensure data security and role-specific functionality.

Location: Mobile app Home screen (Mobile Dashboard)

Linked to Contractor Workers who are the workers for the Contractor entity.

Contractors – Can log into SpyderFlow directly to perform data entry. External User role.

User Roles

• Contractor Administrator – Manages workers (users)
• Contractor User – Worker, enters information (data)

Contractor Users can

• Lock down data for their own users / workers (Contractor Workers).
• Have the ability to manage their own users / workers (Contractor Workers).
• Supports “Purchase Order” work activities, including standard and defect work.

Contractor Icon is colour coded to easily identify on the mobile app

List of Contractors

• List of Contractors is the default opening page when select Contractor from Home screen
• Contractors listed can be searched, sorted, filtered like other ‘List of’ pages.
• Create New Contractor button is available on ‘List of’ page

Listed Contractors: Tap and Select items or Tap and Hold for Options. Bulk select and Disable contractors if required.

Selected Contractor item

(Example details below)

Select Contractor to view, add information, modify:

Note: Click ‘View’ on each section to add, modify, edit. Click Done to Save

• Entity Details
• Service Type
• Entity Address
• Postal Address
• Entity Contact
• Primary Contact person
• Director Details
• License/Certificate

Insurance:

• Workers Compensation
• Income Protection
• Specialist Insurance
• Other

Attachments

• Add photos or files
• When added attachments are listed to search, sort, filter

Notes

Add notes by:

• Category
• Alert Type
• Comments
• Note Status
• Option:  ‘Can be viewed by External Users?’ – will the note be viewed by contractors and/or clients?

Record Level Security

• Information is filtered to what the contractor is configured to see, company restriction.
• Workers can have further restrictions as required by the contractor.