Step 1: Log In to Your BuildPass Account
Start by logging in to your BuildPass account. Make sure you have the necessary permissions to request documents from subcontractors.
Step 2: Access Your Project Overview
After logging in, navigate to your project overview. This should be the main dashboard where you manage your project.
Step 3: Go to Subcontractors Section
Within your project overview, find the "Subcontractors" section. It's usually listed in the menu or on the page.
Step 4: Manage Subcontractors
In the Subcontractors section, look for an option that says "Assign/Remove" or something similar. Click on it to manage your subcontractors.
Step 5: Add Subcontractor (if necessary)
If the subcontractor you want to request documents from is not already listed, add them to your project. Click on "Add" or a similar option and save your changes.
Step 6: Invite the Subcontractor
Find the subcontractor you want to request documents from. You should see an "Invite" button next to their name. Click on it.
Step 7: Specify Document Requests
A window or form will appear where you can specify the documents you require from the subcontractor. In this example, you can ask for documents like SWMS, Insurances, and SDS.
Step 8: Request SWMS and Insurances
Check the boxes next to "SWMS" and "Insurances" to indicate that you are requesting these documents. Make sure you have the correct document requirements selected.
Step 9: Send the Document Request
Step 10: Request Additional Documents (if needed)
If you need to request more documents or updates, return to the subcontractor's profile, click "Request Documents," and select the specific documents you need.
Step 11: Confirm Document Requests Sent
Verify that the document requests have been successfully sent to the subcontractor. You should receive confirmation messages for each request.