ContractorOS helps your business manage site-specific compliance requirements. When a site invites your business to join ContractorOS, you can create a free account on the Vendor Portal.
What is the Vendor Portal?
The Vendor Portal is the main platform where you can complete the compliance requirements assigned to you by the site you are servicing. The requirements you complete in the Vendor Portal help confirm that your business and your contractors meet the requirements needed to perform work onsite.
Key terms
The Vendor Portal uses the following terms to describe the items and people involved in contractor compliance:
- Tasks: Documents that you are required to submit to ensure compliance before you can begin work.
- Site: The company or location where you will perform work.
- Site Administrator: The person responsible for the site.
- Vendor: Your employer, who provides services to a site.
- Contractor: A person who performs work for a vendor at a site.
How the Vendor Portal works
- A site assigns requirements: The site you are servicing assigns tasks your business or contractors must submit.
- You complete tasks: In the Vendor Portal, you can review and complete tasks for your business and your contractors to meet the site’s requirements.
- (Optional) Invite your contractors to complete tasks: You can invite your contractors to the Vendor Portal for free and assign tasks for them to complete.
- The site reviews submitted tasks: The Site Administrator reviews submitted tasks and either approves them or requests changes before work can begin.
Understanding tasks
When you are assigned a task, you will receive an email notification. You can then sign in to the Vendor Portal to view your tasks.
Task statuses
A task can have one of seven statuses:
- New: A task that you have not yet started.
- In progress: A task that you have started but have not submitted for review.
- Ready for Review: A task that you have submitted for the Site Administrator to review.
- Approved: The Site Administrator has approved the task.
- Rejected: The Site Administrator has rejected the task. Make the required changes and resubmit the task.
- Expiring Soon: The document will expire within 30 days.
- Expired: The document has expired, and you need to upload a new document.
How to tell if you are compliant
In the Vendor Portal, select your name in the top-right corner, then select My Profile. From your profile, you can see whether you are compliant or non-compliant for each site you are assigned to.
To be compliant for a site, all tasks for that site must be approved. To see which site a task applies to, review the "Site" column on the Tasks or My Profile page.
Manage your contractors
To manage your contractors, select Manage in the left sidebar of the Vendor Portal, then select Contractors. On the contractors page, add your contractors to the Vendor Portal so tasks can be assigned to them.
When you add contractors, you can also send them an invitation to join the Vendor Portal. This allows contractors to complete their own tasks instead of requiring you to complete the tasks for them.
You can take the following actions from the contractors page:
- Add a contractor to the Vendor Portal
- Assign tasks to a contractor
- Submit tasks for a contractor
- Edit your contractor's contact information
- Invite a contractor to the Vendor Portal
Getting started with ContractorOS
- If you need to set up an account, see Create a vendor account in the Vendor Portal.
- After you create an account and sign in, you can start with one of the following actions: