Requirement management is a critical process within Contractor Management. Hiring Clients can add as many requirements as they’d like to the platform. Once added, requirements can be applied/assigned to Contractors.
Creating a new Training Requirement
- Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
- Click on ‘Manage Requirements’ in the upper right corner
- Click “Create Requirement” in the upper right corner
- Select the Training requirement type
- Enter a Title for the requirement (required)
- Select the Training Type
- Group/Offline (Proof of Training Upload) – when selected and applied to a Contractor, the Contractor Admin will upload proof of training
- Online Training (LMS Training Classes) – when selected and applied to a Contractor, the Contractor Employee will be required to complete the selected online training
- If Online Training is selected, click Select Training and choose the training course from the list
- Select whether or not the requirement is recurring. If recurring is selected, select a recurring frequency.
- Select whether or not the requirement impacts/counts towards the Compliance Score
- Enter a Requirement Description (optional)
- Click Create to create the requirement
Editing an existing Training Requirement
- Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
- Click on ‘Manage Requirements’ in the upper right corner
- Click on the pencil icon on the far right side of any individual requirement
- Follow steps 5-10 above
Deleting an existing Training Requirement
- Navigate to the Contractors Tab: Start at the ‘Contractors’ tab in your KPA Flex account
- Click on ‘Manage Requirements’ in the upper right corner
- Click on the pencil icon on the far right side of any individual requirement
- Click the red delete button