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Role Overview - Contractor Management

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The Contractors management role will give the user the ability to do the majority of activities that can be done against a contractor record. For example the user will be able to create a new contractor and upload new documents or notes against a contractor record. 
 
Important Information: This role can be assigned by someone with the Account Administrator Role. Once assigned the user granted the role will have access to the Volunteer Management module. This action may result in additional licence fees being charged to your account. Please contact Community Support. if you would like to discuss the impact to your account.
 

NB: a user can have multiple roles at once. Thus it will often be the case that to give a user the correct access controls they will need to be given selection of roles. 

The below table indicates what a user with this role can access in term of document type, module, record type and tab.  

Document Types approve create delete update upload view
Capability            
Other Document            
Independent Contractor Agreement            
License            
Medical Qualification            
Confidentiality Agreement            
Plan            
Procedure            
Professional Registration / Membership            
Qualification            
Skill            
Training Document            

 

Modules access        
Contractor Management          

 

Record Types accessChecklists accessDocs create transfer update updateNotes view viewNotes
contractor                

 

Tabs show upload

Contractor: /Contractors

   
Contractor: /General Contractor Docs [enablehr]    

  

Document Tracking tasks          
Permission            
 
 
 

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