CONTRACTOR PORTAL
Add a Contractor to the Contractor Portal - Contractor Portal
Note: To fulfill the steps outlined in this article, the existing contractor must reside within NEXGEN and the organization must have a Contractor Portal set up. For more information about our Contractor Portal services, please reach out to ...
Approve or Reject New Documents
Click on Settings > Contractor Portal > New Uploads Click on the symbol to view the document Click on the "Approved" checkbox to approve the document Click on the "Rejected" checkbox to reject the document If Rejected, enter a comment why the ...
Setup Required Documents
Go to Settings > Contractor Portal > Document Setting Click on + Add to add a new required document If no Doc Type exists or to add a new Doc Type, click on the + button next to the Doc Type dropdown Select a Required By (either Contractor Admin or ...
Approve or Reject New Companies
Go to Settings > Contractor Portal > New Companies Click on a company to view the details of that Company Click on Edit Click on "Approved" or "Rejected" If Approved, the Company will move to "View Companies" and the Default Contractor will ...
Approve or Reject New Employees
Go to Settings > Contractor Portal > New Contractors Click on a Contractor to view the Contractor details There are two ways to approve or reject an employee Click on either "Approve" or "Reject" buttons Click on "Edit" button and then select ...
Assign Work to Contractor Company
Go to Maintenance > Work Order Create a New Work Order or choose an Existing Work Order Add Assets to the Work Order Attach Inspection Forms to the Asset(s) if required so the Contractor working on the Assets can complete the inspection forms In ...
Replace Contractor Admin
Go to Settings > Contractor Portal > View Companies Click on a Company In the Company Employees Zone, click on "Replace Admin" Select an Employee from the list who you want to make as the Contractor Admin (Note: Only Approved and Active employees ...
Provide User Name and Password to Contractor Admin or Company Employees
Go to Settings > Contractor Portal > View Companies Select a company In Company Employees zone, there is a drop down arrow for each Employee Click on "Update Login Details" Enter a User Name, Password, Session Timeout, and check Allow to Update ...
Add Employee to Contractor Portal
Go to Settings > Contractor Portal > View Companies Click on an existing company Click on + Add from the "Company Employees" zone Fill out the information Click Save
Make Document Inactive
Go to Settings > Contractor Portal > View Companies Click on an existing company Either stay on the Companies detail page or go to an Employee record In the Document Zone, across a document click on the arrow Click "Set As Inactive"
Make Document Active
Go to Settings > Contractor Portal > View Companies Click on an existing company Either stay on the Companies detail page or go to an Employee record Click on the "Show All" toggle to view inactive Documents as well Click on the arrow across any ...
Add Documents
Go to Settings > Contractor Portal > View Companies Click on an existing company Either stay on the Companies detail page or go to an Employee record Click on + Add in Documents zone Select the "Document Type" and fill in all the details, along with ...