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Understanding Contractor classification and self-service
Who is this article for?Administrators who want to understand Contractor classification and self service.
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This guide introduces the Contractor Classification and Self-Service features, essential tools for streamlining contractor document management and compliance. It explains how these systems allow organizations to specify required documentation for contractors and enable contractors to upload their own documents, reducing administrative burden while maintaining regulatory compliance.
1. Contractor classification and self service
- Video: Contractor Classification Self-Service Webinar
- Video: Contractor Self-Service Guide for Contractor Representatives
- Video: Contractor Self-Service Admin Guide
This section provides a comprehensive overview of the Contractor Classification & Self-Service configuration option in Lucidity Contractor. Key points include:
- A 20-minute training webinar from May 2019 is available, covering all aspects of this feature.
- The configuration allows companies to specify required documents for each contractor.
- Contractors can log in and upload their documents directly into the system.
- An internal manager or administrator validates the uploaded documents.
- This process reduces the administrative burden on the organization.
Note: This is a configuration option within the Lucidity Contractor module. Contact Lucidity Software for enablement.
2. Contractor documents vs competency qualifications
Contractor documentation requirements:
- Organisations determine the required documents for contractors.
- Examples include:
- Public liability insurance
- Safety management plan
- Motor vehicle insurance
Key distinctions:
- Contractor Self-Service: Used for a Contracting Company's documentation.
- Competency Self-Ticket Management: Used for individual employees, contractors, or sub-contractors' personal qualifications such as:
- Driver's license
- Forklift ticket
- First aid qualification