Strata Managers can view whether a Service Provider's licence and insurance information is valid before assigning them to a Work or Quote Request.
View Licence and Insurance Details
To view licence and insurance details for a Service Provider, click the Man in Hardhat Icon to go to the Contractors page. Check the 'ABN/Licence/Accreditation/Insurance' column.
To filter the results to Service Providers with a valid licence and insurance information, click the ABN Status drop-down and select 'Valid'.
Strata Managers can select 'Invalid' to view Service Providers with invalid or outdated licence and insurance information.
If no filter is selected, all Service Providers that are in the system will be listed.
This information appears on the Company Profile under 'Licence/Accreditation' and 'Insurance'.
Licence and insurance details can also be viewed when a Strata Manager is preparing a
Work or Quote Request and is selecting a Service Provider to assign.
Red for 'Licence Invalid'
If the licence is invalid, 'Licence Invalid' will appear in red.
Green for 'Licence Valid'
If the licence is valid, 'Licence Valid' will appear in green.
Blue for 'Licence Not Required'
If there's no licence requirement, 'Licence Not Required' will appear in blue.
Grey for 'Licence Not Added' or 'Licence Expired'
If there's no licence information provided or the licence is outdated, 'Licence Not Added' or 'Licence Expired' will appear in grey.
Red for 'Insurance Rejected'
If the insurance is invalid, 'Insurance Rejected' will appear in red.
Green for 'Insurance Approved'
If the insurance is valid, 'Insurance Approved' will appear in green.
Yellow for 'Insurance Pending Approval'
If the insurance has recently been added, 'Insurance Pending Approval' will appear in yellow.
Grey for 'Insurance Not Added' or 'Insurance Expired'
If there's no insurance information provided or the insurance is outdated, 'Insurance Not Added' or 'Insurance Expired' will appear in grey.
Strata Managers should contact us with any further questions regarding this process.
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