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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

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

  • Double-click to update the certificate details or click (plus) to add new

    Image RemovedImage Added
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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