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π Understanding the All Contracting Companies menu
This article explains how level 1β3 users can access and interact with the All Contracting Companies menu to view and manage company information within their assigned worksites.
π Details
What it is:
The All Contracting Companies menu item is part of the Company Management section. It allows level 1β3 users to view all companies registered for the worksite(s) they have access to.
Navigation path:
Company Management β All Contracting Companies
Why it matters:
This feature provides quick access to company profiles, filtering tools, and export options, helping users manage contractor data efficiently.
π Key points
- π Search: Click the search icon at the top right and enter a keyword to find specific companies.
- π Pagination: Use the navigation arrows at the top right to move between pages of the company list.
- π€ Export: Click the export icon to download company data in Excel or CSV format.
- π Alphabetical filter: Use this option to sort companies by name.
- π Company profile access: Click on a hyperlinked company name or the view icon to open the detailed profile.
β FAQs
- Who can access the All Contracting Companies menu?
Level 1β3 users with access to specific worksites. - What formats are available for exporting company data?
Excel and CSV. - How can I view a companyβs detailed profile?
Click on the company name or the view icon next to it.