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How to create a Regular Contractor

This guide is to walk the reader through how to create a regular contractor.   Regular contractors are used across multiple modules. This guide can be used for the other modules.

    1. Starting from the dashboard, click on the left-hand navigation panel and open the drop down.  

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    2. Click ‘Regular Contractors’. 

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    3. This will take you to the overview page of you regular contractors, to create a new regular contractor click the plus symbol in the top right.  

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    4. There are three fields that will need to be filled in before a regular contractor can be created. The first two are first name and surname.  

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    5. The third mandatory field is the expiry date which can set by clicking anywhere on the field and using the pop-up calendar to select a date.  

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    6. The ‘Barcode’ field will create a barcode automatically, upon the creation of the record.  

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    7. The ‘RFID’ will be covered in another guide. 

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    8. All other fields are only used for the pass design and do not interact with the system, in any meaningful way.  

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    9. You can add a picture of the regular contractor by Clicking the ‘Select’ button.  

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    10. A new pop-up will appear which ask you too either upload an already obtained image of the contractor, or use the webcam to take picture of them.  

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    11. When you have made all your amendments click the green save button in the top right corner to create the new record. 

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