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Click Supplier Details tab
In the Accreditations section, will be shown Add - see 2aImage Removed

2a:

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1. Adding a supplier to a works order without a required/valid certificate

  • Complete the works order as usual

  • In the Contractor section, when selecting a company record that does not have either:

    • the required certificate/accreditation type
      or

    • a valid required certificate/accreditation

      A message will be displayed

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Tip

When gathering contractor quotes, contractors are added to the works order without the certificate check

When accepting a contractor quote, the certificate check will then be carried out on the successful contractor

2. Adding/updating supplier certificates

Supplier certificates/accreditations are set up in the supplier company record

From the company record:

  • The Accreditations panel will show any certificate details already added

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  • Double-click to update the certificate details or click

  • (plus) to add new

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Tip

In addition to the above, configuration is also available so that the works order type will determine which certificates are checked

For example, a gas safety accreditation would only be taken into consideration for a works order type of gas safety

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