You can submit a task for approval for yourself or your contractors by uploading documents that have been requested.
Who can use this feature?
Submit a new task
A new task is a task that you have not started.
- Sign in to the ContractorOS Vendor Portal.
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On the "Tasks" page, select a task with the status "New".
Note:
The Type column lists two types of tasks:
Vendor: Tasks for your business to complete so it can operate at the assigned site.
Contractor: Tasks for your contractors to complete so they can perform their duties at the assigned site. If you have given your contractors access to the ContractorOS Vendor Portal, they can complete these tasks themselves. Otherwise, you need to complete the tasks on their behalf.
- In the "General" section, review any instructions that are provided.
- In the "Proof" section, upload the required document.
- After you upload the document, the "Data" section automatically fills in using information from the document. Review the information to make sure it is accurate, and make any changes if necessary.
- Then, take one of the following actions:
- To continue with your submission at a later time, click Save.
- If you are ready for your task to be reviewed, click Submit.
Submit a saved task
Saved tasks are tasks you have started on, but not yet submitted for review.
- Sign in to the ContractorOS Vendor portal.
- On the "Tasks" page, select a task with the status "In Progress".
- Make any changes to the task.
- After making all your changes, click Submit.
Submit a rejected task
If a task is rejected, you will receive a rejection email. Make the required changes, then submit the task again.
- Sign in to the ContractorOS Vendor Portal.
- On the "Tasks" page, select the task with the status "Rejected".
- To see why the task was rejected, click Document History and review the "Rejected" status. You can also refer to the rejection email you received.
- After you review the reason for the rejection, click Edit.
- Make the required changes, then click Submit.