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Adding a contractor record

How to add a record on a monitor portal

Updated over 2 months ago

You can add a contractor record to update the contractor properties.

  1. Go to the Contractor module in the 9-dot menu.

  2. Locate the contractor that you need to update.

  3. Click on the cog icon and select Add Record.

  4. Once you complete the record, a green Submit button will appear at the bottom, allowing you to submit the record.

  5. If you only see a View Issues button, it means there are issues that need to be addressed before submission. In this case, click the View Issues button, select the issue, and you will be directed to the question where you should complete the answer, add a comment, or attach media.

  6. Once the record is added, the contractor properties will be updated accordingly.

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