Contractor Management Reporting

Use Contractor Management on the Single Site Reporting page to review contractors and authorised workers for the site: who is onboarded, Safe Work Agreements, licences, insurances, and supporting documents, including what has expired.

This report does not use the submitted-form and issue tables used on Audit or Inspection. For all 12 report types, see Site Wide Reporting.

Note: Single Site Reporting is available to Managers and above, including Line Managers.

Open the Contractor Management report

  1. Log in to the ComplianceTrackr desktop portal.
  2. In the left menu, open Reporting Dashboard.
  3. Select Single Site Reporting.
  4. On the Single Site Reports screen, select Contractor Management.

Summary cards

The top of the page has eight cards.

Number of Contractors

Shows how many contractor companies are linked to the site. The large number jumps down the page to Contractor List.

Last Logged In is a separate count of contractors who logged in during the selected date range. The date picker defaults to the last 30 days. Presets are Today, Yesterday, Last 7 Days, Last 30 Days, This Month, and Last Month.

Insurances and Expired Insurances

Use Insurance Type to filter by All or a type set up for the site.

Select View Detail to open a list of insurance records. You can also open the full licence and insurance register in a new tab from the card title.

The detail window columns are name, user who added the record, insurance type, title, number, start date, and end date (or expired date on the expired list).

Safe Work Agreement

This card is labelled Statistics. Use SWA Status to switch between Current and Expired.

The percentage is current Safe Work Agreements compared with the number of contractors on the site.

Licences and Expired Licences

Use Licence Type to filter by All or a type set up for the site.

Select View Detail to open a list of licence records. Columns are name, user who added the record, licence type, title, start date, and end date.

Documents

Use Document Type to filter by All or a document category set up for the site.

Select View Detail to open the document list. Columns are name, user who added the record, category, title, start date, and expired date.

Authorised Workers

Shows how many authorised workers are enabled for the site. Use Select Company to view one contractor or All.

Select View Detail, or use the large number, to jump to the authorised worker list. The detail window shows company name, worker name, sites allocated, and date onboarded.

Expiry charts

Four yearly charts sit under Overview. Each has a year selector from the current year back to 2020, and a Not Expired / Expired legend.

  • SWA Expiry Time Line — vertical axis SWA By Numbers
  • Licence Expiry Time Line — vertical axis Licence By Numbers
  • Douments Expiry Time Line — vertical axis Douments By Numbers
  • Insurances Expiry Time Line — vertical axis Insurances By Numbers

The documents chart heading on screen is spelled Douments. Months run from January to December. If a chart is empty, there are no expiries in that year for the selected filters.

Contractor List

Contractor List shows each contractor company. Columns are:

  • Name
  • Main Contact
  • Email
  • Phone Number
  • Date Onboarded
  • Sites Allocated
  • ABN Status — open this to view ABN Details
  • SWA Uploaded

Use search to find a contractor by name or contact. If no ABN details are stored, the window shows No Record Found!

Authorised Worker List

Authorised Worker List shows people who can work on site for a contractor. Columns are:

  • Company Name
  • Authorised Worker Name
  • Licences/Competencies
  • Sites Allocated
  • Date Onboarded
  • Inducted — Completed Induction or SWA required to be Issued
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.