Add a contractor company from Health and Safety Workspace

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add a contractor company to prequalify it and its workers. You can then manage the contractor workers from this company for their health and safety.

    Antes de Iniciar

    Role required: sn_hs_crm.contractor_coordinator

    Procedimento

    1. Navigate to All > Health and Safety > Health and Safety Workspace.
    2. Select the contractor management icon (Contractor management icon) to open the Contractor Management tab.
    3. In the Lists tab, select Contractor companies and then All.
    4. Select New to add a contractor company for health and safety.
    5. On the form, fill in the fields.
      1. Enter company details such as Company name, Services provided, Industry type, address, and its star rating.
      2. Add a primary contact from the contractor company in the Primary contact field.

        The Primary contact field displays only users who have been assigned the [snc_external] role and have the Health and Safety profile created for them.

        For more information, see Assign Health and Safety profile to a contractor worker.

    6. Opcional: If necessary, add attachments related to the company using the add attachments icon (Add attachment icon.).
    7. Select Save.

    Resultado

    • The contractor company is added for health and safety. The record for this company is stored in the Contractor company [sn_hs_crm_company] table.
    • Workers, Documents, and Site access tabs appear for this contractor company.

    O que Fazer Depois

    • In the Workers tab, select Add to add contract workers from this company who will perform required tasks at your site. Add all the contractor workers including their areas of expertise and contact details.
      Nota:
      Only users who have been assigned the [snc_external] role and have the Health and Safety profile created for them appear in the list and can be added as contract workers.
    • In the Documents tab, add any documents collected from the contractor company or its workers.
      • Select Add to link an existing document stored in the Health and Safety document library list.
      • Select New to upload a new document.

      For information on storing safety-related documents in Health and Safety Workspace, see Add a new Health and Safety related document.

    • In the Site access tab, select New to grant site access to workers from this contractor company so that they can perform required tasks at your location.

      If any workers associated with this company already have the site access, they appear in this list. For information on adding site access for a worker, see Grant site access to a contractor worker.