Review vendor or contractor tasks

After vendors or contractors have submitted their tasks, you can review the submissions to confirm they meet compliance requirements.

Where to view tasks

Tasks that need your review have the "Ready for Review" status. You can view these tasks from the following areas in ContractorOS:

• Dashboard: The Dashboard displays all tasks in the "Pending Tasks" section.
• Vendor's profile: Go to a vendor’s profile to view tasks assigned to the vendor or their contractors.
  1. From the left sidebar in ContractorOS, click Manage, then select Vendors.
  2. Select the vendor whose tasks you want to view.
  3. View tasks from the following areas:
     • The "Vendor Tasks" tab will show all tasks assigned to the vendor.
     • To view contractor tasks, select the Contractor tab, then select the contractor whose tasks you want to view.

Review a task

1. In ContractorOS, select the task you want to review.
2. When reviewing the task, you can take the following actions:
   • To view past changes, such as rejections or edits, click Document History.
   • To make small corrections, such as fixing a typo, click Edit.
3. After reviewing the task, click Review Document, then select Approve Document or Reject Document.
4. In the Note field, enter the reason for your decision. This field is required when you reject a document so the vendor or contractor knows what needs to be corrected.
5. Click Submit. The vendor or contractor will receive an email notification with the updated status of their task.