How Do I Configure a Subcontractor Evaluation Type?
Adding a Subcontractor Evaluation Type to the system can help categorise the Evaluation. You will have to digitise your Evaluation Form before you can complete this step.
- On the left side menu, go to ‘Settings’ and click ‘Subcontractor Evaluation Types’.
- Click ‘+ New Subcontractor Evaluation Type’.
- Enter the Name, and Description.
- Choose the Form from the dropdown options.
- Select the Roles from the dropdown options (you can select multiple).
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields i.e. name and form
- A field without a red asterisk beside it means the field is not required, although it may be helpful to fill these out to complete your work i.e. description and roles.
This is required before you can add a Subcontractor Evaluation Type:
- Digitise your Evaluation Form
- Set up Employee Roles
Other Options:
- Under the dropdown options, you will see an option to add more forms, by clicking the ‘Here’ button highlighted. This will take you to the Form Builder section - be cautious that when you click this button, the details you have entered will be deleted.