From time to time you may need to change the details of a Contractor.
In order to be able to make changes to Contractor details, you must have the role of Administrator - Certificates OR User - Certificates which can be allocated via User Administration.
- Go to Facilities Central on the left hand side navigation
- Locate the Contractor from the list or type in the name in the 'Search contractors...' field and click 'Search'
- Click the 'Edit Contractor' button
- Make the required changes
- Click on the 'Save' button
- Before disabling a Contractor, please ensure there are no Work Order Requests assigned to them. Refer to Remove or Cancel a Contractor on a Work Order Request.
- Go to Facilities Central on the left hand side navigation
- Locate the Contractor from the list or type in the name in the 'Search contractors...' field and click 'Search'
- Click the 'Edit Contractor' button
- Scroll to the 'Status' field and change from 'Active' to 'Deleted'
- Click on the 'Save' button
- Go to Facilities Central on the left hand side navigation
- Click on the 'Advanced Search' button
- Enter the Contractors name in the 'Contains the text' field
- Under 'Status', untick 'Active' and tick 'Deleted'
- Click on the 'Search' button
- Locate the Contractor from the list and click the 'Edit Contractor' button
- Scroll to the 'Status' field and change from 'Deleted' to 'Active'
- Click on the 'Save' button
Once the service types are set up, you can now allocate them when adding a new Contractor or amending the Contractor details.