Sharing Report Templates With Subcontractors
Please note:
We are in the process of updating our help guides. In the past few months, there have been many upgrades to the app, so we apologise if the instructions do not match your use. If you are having trouble location or using a feature, please use the in-app chat feature to get in touch with the Trade Trak development team.
When creating a report template, you have the option to share access with subcontractors.
To find out how to create report templates in Trade Trak, read our knowledge base article here.
1) Access SWMS Builder
To create a new report template, click on your icon or name in the top right corner from any page on Trade Trak, from the drop-down menu select ‘Report Builder’
2) Template Permissions
When in the ‘Report Builder’ page, click ‘Create’ to build a new template.
One of the first options when building your new template is selecting who the template is available to.
Options:
- Company
- Subcontractors
- Both
This means that you can create custom reports specific for subbies or permanent workers, and create more general reports for both to use.