In Acuite you can upload various documents to show that a company has the appropriate documentation/certifications to be allowed onsite. These pre-qualification documents can be uploaded by someone from the main contractor company or by a sub-contractor.
If you are a sub-contractor, and you want to upload these yourself:
you will need to be given the appropriate permissions in Acuite to view all of the projects you're working on and to see the Documents page.
the view you will see when you log into Acuite will vary, depending on the permissions you have been set up with
You can upload documents for the company that are applicable for all project you're working on, such as insurance certificates. You can also upload project-specific documents.
Upload documents applicable to all projects:
Open your internet browser and go to https://app.acuite.io
Log into Acuite using your email address and password you previously set
You may see a variation of this when you log in. The menu on the left will vary, depending on what you have been set up to view.
4. Click on the Documents menu
5. Search for your company's name:
6. Click on a cell and select "Add" to upload a document:
7. Click on Add Document
8. Enter optional details in the text fields (document name, today's date and an expiry date, if relevant) and upload the document. Then click Save.
You will see that the document has been uploaded, with a "For Review" status. This means that someone from the licence company (or main contractor) should review the document and mark it as "reviewed".
9. Continue to add further documents of the same type (by clicking Add Document) or add press Close and click the Add button to add documents of another type.
By the way, you may need to refresh your browser (go to the URL in the top banner and hit enter) to see the document that you've just added. It should look like this:
Once it has been reviewed by the licence holder / main contractor, it will look like this:
The main contractor might send you a message via email, eg:
Click on "Acuite" in the message and it will take you to the login page.
Go back into the Documents menu, and click on the icon on the relevant document:
Click on Edit to upload a new document, or Delete.
Note:
The instructions above show you how to upload documents at a company level.
If you want to upload project-specific documents, you will need to go to the project by clicking the arrow next to Portfolio Performance and selecting your project from the list. (Note: you may not need to do this, because you may have been set up to see the project you're on already).
Go to the Documents menu and follow the same process above, to add your documents to the project.
Questions:
If you have any questions, get in touch with us by using the chat button in Acuite.