Public Subcontractor Allocation & Job Completion

Public Subcontractor Allocation & Job Completion


Allocating jobs to a Public Subcontractor

- In Admin Portal, open the Reorganiser Allocations screen and select ‘Subcontractors’ in the top left-hand corner.



- Assign the desired job to your chosen Public Subcontractor by selecting ‘Edit’ and dragging required job(s) to your Public Subcontractor.


- You can notify the Public Subcontractor of their newly allocated job(s) by selecting the red envelope on their tile.



- Email received appear as below including details outlining job(s) assigned, as well as a .pdf document attached for reference















Viewing Jobs in Subcontractor Portal


- Once logged in, a Public Subcontractor will now reach the below landing page. On this page, they can review open jobs (assigned) as well as their previous jobs completed and most recent changes to each job.


Approving Assigned Subcontractor Jobs

- To view a complete list of Subcontractor Jobs, the Subcontractor will select ‘Manage Jobs’ at the top of their screen.









- Subcontractor users will then be taken to a complete in-depth view of all jobs completed & assigned, which can be filtered if required.



















-Subcontractor users can decline & approve their assigned jobs within Manage Jobs by selecting ‘Approve’ or ‘Reject’ on each job line.






Subcontractor Updating Job Information & Submitting for Approval

- On physical job completion, the Subcontractor will be able to provide details on job completion including Date/time, Item + Qty delivered, delivery consignee, and uploading documentation if necessary.



























Admin Job Review & Approval


-Once jobs are submitted by Public Subcontractor, they will appear as blue in the Admin Portal allocations screen ready for approval and/or review.




- Admin Portal users will be able to then review submitted details from Public Subcontractor, and complete or update as necessary. Once reviewed, the job can be marked as complete and ready for invoicing.






- Jobs will now display as Completed (Green) in Admin Portal allocations screen.









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