The register

The register lists every contractor you've invited, with their Category, Next expiry, Documents and Status. Status is worked out fresh from your requirements and approvals, so it changes the moment a document is approved or expires.

In the menu it's called Register, Contractors or Provider register, depending on your organisation. People who see only their own sites see the contractors on those sites.

Find someone

• Status filters: All, Compliant, Expiring or in review, Non-compliant, Invited and Declined, each with a count. Documents to review appears when something is waiting for you.
• Category buttons (Everyone and each category) narrow the list.
• Search by name, email, trade or presenter, choose a category if you like, then select Apply.
• If nobody matches, select Clear filters.
• The list shows 100 at a time. Select Next 100 for more, and First page to go back.

Read a row

• Next expiry: the date the next document runs out, and which document.
• Documents: a dot for each requirement and how many are met (for example 3/4). Hover over the dots to see each one's state.
• Status: Compliant, Expiring, In review, Non-compliant, Invited or Declined. See What the statuses mean.
• Select a name to open their file: see A contractor's file.

Buttons at the top

• Review queue: everything waiting for a decision. See Review queue.
• Export CSV: the list exactly as you've filtered it. See Reports and exports.
• Evidence pack (PDF): the last 12 months in one PDF, for administrators and roles allowed to export evidence.
• Import a list: bring in a spreadsheet. See Import a list.
• Their subcontractors: your contractors' own subcontractors, when you use tier 2. See Contractors' own subcontractors.
• Add a contractor: send an invitation.

Buttons you don't see aren't part of your role: read-only roles see no review or export buttons, and people who see only their own sites can't invite or export.

Sites

If your organisation uses Sites, a contractor's status on each site (with that site's own requirements) is on the site's page and on their file.

Common questions

• Why is someone grey? They haven't accepted your invitation yet. Open their file to resend it.
• Why is someone amber when everything is approved? A document expires within 30 days. They're still cleared to work until it expires.
• Can I take someone off the register? Yes: one of your administrators opens their file and uses Remove from register. See Remove a contractor from your register.