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  • Why doesn’t my contractor/supplier appear in the...

Why doesn’t my contractor/supplier appear in the drop down lists on add data pages and within my Site Waste Management Plan (SWMP)?22nd September 2016

There are different contractors and suppliers which can be set up within SmartWaste including:

  • waste management contractors (including waste carriers and waste destinations/facilities e.g. transfer stations)
  • subcontractors
  • material suppliers.

These can all be added at different points depending on how your account is structured e.g. multi-tier/level account or standard/single tier account. Once contractors/suppliers have been added, you need to assign them to the tiers and projects they will be used by.  Assigning the contractors/suppliers to projects will mean that their name will appear in drop down lists on add data pages and also in the Site Waste Management Plan (SWMP).

Contractors and suppliers can be added at different points depending on how your account is structured e.g. multi-tier/level account or standard/single tier account. Once contractors/suppliers have been added, you need to assign them to the tiers and projects they will be used by.  Assigning the contractor/supplier to projects will mean that the subcontractor name will appear in drop down lists on add data pages and in the Site Waste Management Plan (SWMP).  For waste management contractors, please ensure that you assign both the contractor/carrier AND the relevant waste destinations/facilities.

For multi-tier/level accounts:  Contractors and suppliers can be set up at any tier/level.  If you set up a contractor/supplier at the top tier, then you will need to assign them to every tier and project below that they need to be used by.  If a contractor/supplier is set up at a lower level tier then they are automatically assigned to this tier and stored in the top tier list.  If this contractor/supplier also needs to be used by other tiers then they will need to be assigned to these relevant tiers.  Once assigned to relevant tiers, the contractor/supplier will need to be assigned to the projects they are to be used on.

For a standard/single tier account: Contractors and suppliers are added at the company level and will then need to be assigned to the projects they are to be used on.

To assign contractors/suppliers to a tier (e.g. business unit level or management unit level): From the “Contractors” tab at the business unit/management unit homepage click on the “Contractors” tab and from the left hand menu select the relevant type of contractor/supplier i.e. “Waste management contractors”, “Subcontractors” or “Material suppliers”.  Then click “Assign to business unit” button to select which contractors/suppliers to assign to the tier.  For waste management contractors, please ensure that you assign both the contractor/carrier AND the relevant waste destinations/facilities.

To assign one contractor/supplier to multiple projects: From the tier/company homepage you can assign a contractor/supplier to more than one project.  Click on the “Contractors” tab and from the left hand menu select the relevant type of contractor/supplier i.e. “Waste management contractors”, “Subcontractors” or “Material suppliers”.  Click on “View” next to the relevant contractor/supplier in the list.  On the page that appears scroll to the “Assigned projects” section which lists all the projects that this contractor/supplier is assigned to.  Click on the “Assign” button and tick which projects you wish to assign the contractor/supplier to and click “Save”.

To assign one or more contractors/suppliers to one project: From the project dashboard you can assign multiple contractors/suppliers to that project. Click on the “Assigning” tab. From the left hand menu select the relevant type of contractor/supplier i.e. “Waste management contractors”, “Subcontractors” or “Material suppliers” or click the “Assign” button within the relevant pod on the page.  This will bring up a list of all the contractors/suppliers on your account, select the contractors/suppliers you want to assign to the project by ticking the box next to their name and clicking ”Save”.

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