Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. Firstly, a ClickHome admin user (or ClickHome consultant) needs need to setup the document categories. 
    This will determine which document categories Document categories determine whether documents are automatically sent or not sent to the suppliers when a document is uploaded.
  2. if bSupplierAccess = 1 is against a document category then any document with this category will be sent to the supplier and it will be stored in JobFile
  3. if bSupplierAccess = 0 All task related documents are sent to JobFile regardless of their document categories.
    All contract (job) related documents follow the below rules;
    • if inConstructionShare = 2 or 3 is against a document category then any document with
    this category will NOT
    • either of these categories will be sent to the supplier and
    therefore
    • it will
    NOT
    • be stored in JobFile

    Image Removed
    Next, when uploading a document to a job or task from a mobile device it will be sent to the supplier in JobFile if the check box next to the document in the linked docs section is ticked when the task is scheduled and the document type is available for suppliers (see above #1)
    Image Removed
    When uploading a document to a job or task in the web interface; 
  4. If you tick the checkbox 'Supplier Access Visible' then the document will be sent to JobFile for the supplier to access or;
  5. If the document category you select allows suppliers to access it (see above #1) then it will be sent to JobFile for the supplier to access
    • .

    Image Removed