Link to a Project
Note: Corporate Clients as well as Service Providers link to Projects the same way.
Navigate to Project Compliance on your dashboard.
Select Link to a project.
- Select the Primary Company from the indicated box by typing the Company Name and then selecting it from the dropdown selection available. The Primary Company will be the owner / creator of this project and is usually a large Corporate Client.
- Select the Name of the Project that you are contracted to work from the next dropdown menu generated by the selection of the Primary Company.
- Select the required Pack Name. There may be multiple Packs linked to the Project, clarity can be obtained from the Project owner as to which Pack you should select.
Note: Your selection of the correct Pack Name is CRITCAL as it will determine the requirements of your SHE File. If the incorrect Pack Name is selected it may result in your Company not being allowed on site due to the Pack Requirements not being met.
Select the Supervisor Name from the dropdown list available.
Ensure that you select the correct “Project Type”.
Service Providers may mark themselves as Principal Contractors for their Company Users to be included in Project Owner Workflows, where required.
A Project Owner may override the Service Providers selection at any given time.
Note: Corporate Clients / Project Owners will be able to access all information uploaded against the Pack items and will be able to view information uploaded against Linked Service Providers’ Employees and Equipment. They are, however, not able to edit this in any way.
The Contact Start Date and Contract End Date will be determined in the initial Project set up.
Add your Vendor Number and any additional information that may be required. You may also include the Contract and / or Scope of work here.
Once you have filled in the required information select save.