To add a contractor to the application, follow these steps:
- Open the Setup Contractor window.
- Right-click the Contractors pane and select Insert. A new record is added to the table.
- Highlight the phrase shown In the Contractor Name column and type the name of the contractor.
- Tab to the remaining columns and enter the necessary information.
- Right-click the new record and select Edit Selection. This displays the first in a series of dialog boxes for selecting the asset type, administrative unit, and work activity associated with the contractor.
- In the first dialog box, locate the asset type with which the contractor will be working. If necessary, expand the hierarchy by clicking the plus signs.
- Right-click the item to be selected and select Select This. The application will place a check mark in the square to denote that it is selected. (You can select multiple asset types at one time when they are grouped together by right-clicking the parent node and selecting Select Branches.)
- Repeat step 7 to select any additional asset types.
- When you are finished selecting the asset types, select Next. The system displays the next dialog box, which is for selecting activities.
- Repeat step 7 to select the activities that the contractor will perform. When finished selecting the activities, click Next to continue. The next dialog box will then be displayed so you can select the administrative units with which the contractor will work. (You can stop the selection process at this point by clicking OK.)
- Repeat step 7 to select the administrative unit(s) with which the contractor will work. When finished selecting the administrative units, click OK. The dialog box closes and the selected items are displayed in the appropriate bottom panes.
- Click
. The new contractor is now added to the system.
