A provider's file

Select any name on the register to open their file. What you see depends on your role: people who see only their own sites, and read-only roles, see the file without the organisation-wide buttons.

The top of the file

• Their name, trade, category, contact, email, phone and ABN, with their status.
• Waiting for … to accept: they haven't accepted yet. It says when they were invited and whether the link has expired, with Resend invite.
• A red bar says what's stopping them working on site (for example a document that expired). A green bar says Compliant · cleared to work on site.
• If you use the compliance profile, their light with your profile is shown too.

Requirements

Requirements lists each document their category needs, with its state and expiry. Select Review, View or Check register next to one. Admins see Edit requirements; everyone else See all requirements.

Documents

• Every document they've uploaded, with Expires, Uploaded and Your decision (Approved, Rejected with your reason, or To review).
• The download button opens the file. Review, Change or View opens the review drawer: see Review, approve or reject a document.
• Numbers on licences and cards show only their last 3 digits: see Credential numbers.

The side panels

• Front-desk check: select Open front-desk check to see exactly what the front desk or gate shows when they sign in.
• Workers: the people this provider keeps on iComply and their tickets. Tickets are reviewed like any document.
• Sites (if you use Sites): their status on each site, including the site's own requirements.
• Keys and devices held: anything on loan, with Return or mark lost.
• Register checks: record that you checked a card or registration on the official register.
• Insurance broker: if they've named their broker and agreed to contact, select Ask the broker for the renewed certificate. The broker gets a single-use upload link for 14 days; what they upload waits for your review.
• Evidence pack: choose From and To dates, optionally tick Attach the uploaded documents, and select Export PDF. You get their documents, decisions, register checks, sign-ins and audit trail in one numbered PDF.
• Activity log: every invitation, upload, decision and sign-in, newest first.

Work on site

Below the documents, if you use them: Inductions they've completed, Permits (with Issue a permit), SWMS / JSA, Facility hire bookings, and Review, where you rate their recent work: see Rate a provider after work.

Common questions

• There's no Review button for me. Your role can view only, or the document is part of your organisation-wide requirements and someone else approves it. The drawer says who.
• Can I remove them from here? There's no remove button yet. Contact us and we'll help.