Build your contractor insurance document tracker.

How to build your contractor insurance document tracker

1. 1

   Describe the job

   Keep contractor documents and their stated validity dates ready for review.

2. 2

   Review the first version

   Choose how the contract administrator records the contractor and how the qualified contract reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your contractor insurance document tracker

• Keep the contractor in context

  Keep contractor, document type, issuer reference, validity source, review owner and exception together so the next person can understand the request or record.

• When the next step needs a decision

  A contractor supplies a renewed document that covers a different entity name. Hold the requirement for review rather than assuming renewal satisfies it.

• Keep exception visible

  Flag the document gap for qualified review rather than certifying coverage.

• Choose what each person needs

  Give the contract administrator a working view and the qualified contract reviewer a review view. Keep contractor and document type attached to the decision as the work moves between them.