Panels of contractors
Group contractors into panels by trade and region, with a rule for who can be offered work today: prequalified, compliant or both.
1 min readLast updated
Applies to: Contractor Vetting · Administrator, Panel coordinator, Safety officer (HSEQ), Director or executive
A panel is a group of contractors you offer maintenance and minor works to, such as "Maintenance: HVAC: Metro". Jobs go only to members who meet the panel's rule today.
Before you start
Admins and, for builders and other businesses, panel coordinators run panels. Safety officers and directors can look.
How to create a panel
- Step 1: Open Vetting, then Panels.
- Step 2: Under New panel, enter its Name, Description (optional), Trades and Regions (separated by commas).
- Step 3: Under Members can be offered work when they are, tick Prequalified (current) and / or Compliant (cleared on your register).
- Step 4: Select Create panel.
How to add members
- Step 1: Open the panel. Under Add a member, choose the contractor (anyone who's accepted your invitation).
- Step 2: Enter From and To (optional), their own trades and regions if they differ from the panel's, and a Rates note.
- Step 3: Select Add to panel.
Members and their status
- The table shows each member's membership, prequalification, compliance, rating, jobs on now and Can be offered work, with every reason they can't today.
- Change a membership: set Active, Suspended or Ended (with a reason), dates, rates note, trades and regions, then Save.
- Panel details: change the panel and Save panel; Archive panel or Make active again.
- Download panels as CSV.