Contractor Sign In
The contractor sign in feature allows contractors to sign in, and optionally be inducted into the building.
Configuration
The contractor sign in feature can be configured with the following settings:
Allow new contractors - Allow companies not present in the Site contractor database to sign in. At sign in, the contractor will be added to the Site contractor database.
Allow new contractor contacts - Allow new contractor contacts (individuals) to sign in, and be added to the Contractor profile.
Displaying the Sign In QR Code
You can download a pre made sign in sign to display in a common area of the building.
- Go to
Settings/Inductionin the sidebar. - Click the
Downloadbutton.
Our support team can assist in generating custom versions of the sign in page for organisations.
Sign In Notifications
When a contractor signs in, site users with Contractor Sign In notifications enabled will also receive a push notification. An email notification is sent to the building manager contact.
Live and recent contractor sign ins are displayed on the site dashboard, and on the portfolio map for organisation users.
Your user role must have Contractor Sign In notifications enabled to receive push notifications. Admin users can manage users notifications in the Settings / Users page.
Managing Attendance Records
When a contractor signs in, an attendance record is created. Attendance records can be managed in the Admin / Attendance .
When viewing an attendance record, you can link an attendance record to a case or work order. You can also manually update the check out time. Updating the case will ensure that the check in and out activities are linked to the case for reporting purposes.