Keep subcontractor prerequisites clear before the project handoff.

How to build your subcontractor onboarding

1. 1

   Describe the job

   Connect subcontractor document requests to the trade, project and site contact.

2. 2

   Review the first version

   Choose how the site administrator records the Subcontractor and how the document 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 subcontractor onboarding

• Keep the Subcontractor in context

  Keep Subcontractor, trade, project, site contact, requested document, received status, reviewer and outstanding prerequisite together so the next person can understand the request or record.

• When the next step needs a decision

  Record the trade, project and responsible site contact. The fictional subcontractor provides two of three administrative items.

• Keep outstanding prerequisite visible

  Keep the outstanding prerequisite visible before the administrative handoff.

• Choose what each person needs

  Give the site administrator a working view and the document reviewer a review view. Keep Subcontractor and trade attached to the decision as the work moves between them.