Contractors / CAE: coordination of business activity

Essential steps

1. In Requirements Configuration, define the requirements catalog: by category (company or employee), by project stage (tendering, commissioning, operation), and by frequency. Select those that should be automatically applied to all new projects.
2. Register the contracting company (CIF, company name, address) and its managers and workers, individually or by bulk upload.
3. Create the project, add the contracting companies and, if applicable, define specific project requirements.
4. Notify contractors with Notify contractors: they receive an email to upload their documentation to their portal.
5. In the Evaluation tab, review the uploaded documentation and change the status of each requirement (Not documented, Not applicable, Pending evaluation, Approved).
6. Control access to your facilities and manage restricted companies/workers based on compliance.