Recording Contractor Personnel on a DWR

In this Topic

Adding Personnel for a DWR Contractor

Vendor personnel are employees of the vendor who are paid on an hourly basis.

The Contractor Personnel tab on the Contract Daily Work Report Summary contains a list of the personnel being reported on this DWR for each contractor on site. Personnel records are grouped by contractor in accordion rows. Expand an accordion row to display the personnel for that contractor in subordinate rows. Each row contains an Actions button and current information for these fields:

To change information in a personnel row, click anywhere in the row. The system highlights the row in blue. Click in any field and add or change information as required.

To delete a personnel record from the DWR, select Delete form the Actions menu on the personnel row. The system shades the row gray to indicate it is marked for deletion. To reverse the delete action, click the Undo button.

When you are finished making changes, click the Save button. The system displays a message to confirm that your changes were saved in the database.

Adding Personnel for a DWR Contractor

You can add personnel for the DWR contractor in one of two ways on the Contractor Personnel tab:

To add personnel from a list of personnel associated with the contract vendor, choose Select Personnel from the Actions menu on the contractor row. The system opens a modal window for selecting personnel associated with the contractor.
To add personnel from reference data, choose Select Employee from the Actions menu on the contractor row. The system opens a modal window for selecting reference employees.

Follow these steps in the modal window to add to add one or more contractor personnel to the DWR:

Locate the entry you want to select by typing criteria in the Quick Find search box or by clicking Show first 10.

The system lists rows that meet your search criteria.
Click each row you want to add.

The system adds a check mark beside each row you select and shades the row. To cancel a selection, click the selected row again.
When you are finished selecting personnel or employee rows, click the Add to DWR Contractor Personnel button.

The system closes the modal window and adds the new rows to the list on the Contractor Personnel tab.
When you are finished, click the Save button to apply your changes.

The system displays a message to confirm that your changes were saved.