Vetting settings and exports
Choose whether only prequalified contractors go on a site, which question set new contractors are asked to complete, and whether to ask for modern slavery statements. Download any vetting list as CSV.
1 min readLast updated
Applies to: Contractor Vetting · Administrator, Safety officer (HSEQ), Panel coordinator, Director or executive
Only admins change these. Open Vetting, then Settings.
The settings
- Only put prequalified contractors on a site. Someone whose prequalification isn't current can't be added to a site, and an import holds them off the site until they are. To show it in their status too, add Prequalified (current) to your requirements.
- Ask new contractors to prequalify (requests and imports). The published question set chosen for you when you approve a join request or import a list (or Not by default). You can change it each time.
- Ask every contractor for a modern slavery statement each financial year.
- Select Save.
Exports
Select CSV on Prequalification, Panels, Jobs, Ratings, Payment claims or Modern slavery for that list. Anyone who can read vetting records can download them; each download is recorded in Who looked at what and the audit log.
Vetting records also go into evidence packs: a contractor's own pack and your whole-business pack.