Assign a task to a contractor worker

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Assign tasks to the contractor workers to ensure that they’re up to date on prerequisite training and document uploads before they come on site.

    Vorbereitungen

    Role required: sn_hs_crm.contractor_coordinator

    Prozedur

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. Open a contractor worker record to assign a task.
      OptionSteps
      From a contractor company record
      1. Select the contractor management icon (Contractor management icon) to open the Contractor Management tab.
      2. In the Lists tab, select Contractor companies and then All.
      3. Open the company that the worker belongs to.
      4. In the Workers tab, select the worker from the list to assign a task to.
      From Health and Safety user profile list
      1. Select the configuration icon (Configuration icon).
      2. In the Lists tab, select Health and safety profiles and then All.
      3. From the list, select the worker from the list to assign a task to.
    3. In the Actions tab, select New.
    4. On the form, fill in the fields.
      For information on field descriptions, see Health and Safety action form.
    5. Select Save.

    Ergebnisse

    • The contractor worker receives an email about the assigned task.
    • The task is listed in the Actions tab of the contractor worker record.

    Nächste Maßnahme

    • The contract worker responds to the tasks and completes them directly from these buttons in the email:
      • Upload documents​
      • View prerequisite training material​
      • Mark the task as complete​
    • When the contract worker completes all prerequisite tasks, the contractor coordinator can grant them access to the site. For more information, see Grant site access to a contractor worker.
    • If there are any documents submitted by the contractor worker, the contractor coordinator can upload them to the worker's or contractor company's Document tab. For more information, see Add a document to a contractor worker.