Overview
The Auto Approvals feature in Contractor Management simplifies and automates the process of updating contractor statuses based on their requirement’s compliance.
How it works
When Auto Approvals is enables, the contractor’s status is automatically updated as follows:\
- Approved: All requirement submissions are approved, and associated requirements are active (not expire).
- Pending: One or more requirements are incomplete or expired.
- Denied: At least one requirement has been rejected
You can also create exceptions to these rules for individual contractors, allowing you to handle unique cases as needed.
How to Enable:
- Navigate to the Contractor Management Dashboard
- Click the ‘Settings’ icon
- Toggle Auto Approvals to ON
- (Optional) Create exceptions by selecting contractors to exclude from Auto Approvals
Important Information:
- Default Setting: Auto Approvals is turned off by default for all customers.
- Managing Exceptions: To view or edit exceptions, return to the Settings page