You can add a contractor record to update the contractor properties. Please ensure that you have created contractor properties before creating a contractor record. Follow the steps below to create a contractor record:
Go to the From Library in the configure portal.
Hit the Add Form button in the top right-hand corner.
Complete mandatory fields, including Name, Owner, and Department.
Set form type to Contractor.
Define what location level this record should be completed at.
Choose the Completion Timestamps and Topics.
Click Create.
Go to the Questions tab, click Add Section, and select Contractor Properties.
Click Link Property and pull through the predefined questions.
You can add a general section that allows additional questions to be included.
Once created, you can turn the contractor form into a contractor record, allowing team members to update relevant properties and complete tasks.
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