Contractor Management Guide

Overview

The Contractor Management system allows you to maintain a database of all contractors, including their contact information and relevant details. This guide will help you effectively manage contractor information in the system.

Important Note: Always verify contractor information before adding or updating records to ensure accuracy of the database.

Viewing Contractors

Contractor List: Access the main contractor page to view all registered contractors in a table format.
Information Displayed: Each contractor entry shows:
- Name
- Email address
- Contact number
- Additional comments

Tip: Use the table headers to sort contractors by different fields for easier navigation.

Adding New Contractors

Adding a Contractor:
- Click the "Add new contractor" button
- Fill in all required information fields
- Add any relevant comments or notes
- Click "Submit" to save the new contractor
Required Information:
- Full contractor name
- Valid email address
- Contact phone number

Managing Existing Contractors

Editing Contractor Details:
- Click the "Edit" link next to the contractor's entry
- Update the necessary information
- Save changes using the update button
Removing Contractors:
- Click the "Delete" link next to the contractor's entry
- Confirm the deletion when prompted

Note: Contractor deletions cannot be undone. Please verify before confirming the deletion.

Best Practices

Regularly review and update contractor information to maintain accuracy
Include relevant comments about contractor specialties or past work
Verify contact information before saving any changes
Document any specific requirements or certifications in the comments section

Tip: Keep the comments section updated with relevant information about the contractor's work history and specializations.

Troubleshooting

Invalid Email Format: Ensure email addresses include the @ symbol and proper domain
Failed Updates: Check that all required fields are filled out correctly
System Access: Contact your administrator if you're unable to access the contractor management system