Module Overview:

This module opens up Workbench for contractors to enter transactions against their assigned Contractor Schedules. It can be viewed as a way for external users to enter a special type of Docket that must be approved by one of your supervisors. Similarly to Subcontract Users, you will need to set up Contractor Users for the contractors to login as on behalf of their supplier company. The supplier in turn must have a Contractor Schedule set up with an appropriate schedule of items for each project. Once set up, the contractor can then log in and use Daysheet External Entry to submit work done, ready for the supervisor to approve in Daysheet List. Supervisors can enter on behalf of the contractor using Daysheet Entry, and contractors can view the status of their submissions using Daysheet Portal.

Child Pages: