How do I upload files for a subcontractor?
Upload files for a subcontractor using this step-by-step guide for managing subcontractor documentation.
Step 1: Navigating to the SWMS Section
- Log in to your BuildPass account to access your project dashboard.
- In the "Project Overview," click on the "Safety" tab to expand the options.
- Select "SWMS" from the available options.
- Click on "Upload SWMS" to proceed with uploading a document.
Step 2: Uploading SWMS Documents
- Choose the subcontractor for whom you are uploading the document from the dropdown list.
- Drag and drop the document into the designated area or click to browse and select the document from your files.
- Name the document appropriately for easy identification.
- Assign a status to the document (options include: Waiting Review, Reviewed, or Changes Requested).
- Optionally, mark the document if it requires a signature from subcontractors or if you wish to assign it to specific workers.
- Click on "Upload SWMS" to complete the process.
Step 3: Uploading Insurance Documents
- Navigate to the "Insurances" section by clicking on it from the project overview.
- Select "Upload Insurance" to start the process of uploading an insurance document.
- Repeat the process of selecting the subcontractor, dragging and dropping the document, naming it, and finally, clicking on upload as described in the steps for uploading SWMS documents.