This section will guide you through entering or maintaining your general details (Company, Contacts and Addresses.)
This section guides you through maintaining your insurances, licences and certificates and general required documents.
If your client has a Learning Management System linked, this section guides you through managing your trainees.
If you are a managed contractor, meaning your client has chosen for Zerite to assist in the management of your documents we are here to help and you can email us or call if you need help - you will have been notified that you are a managed contractor.
NOTE: If your client is self-managing, you must call your client representative to assist you.
Manage all your insurances in the insurance tables.
ADD NEW - Click on ADD NEW to upload a new Insurance Certificate.
REPLACE - When an insurance has expired replace the old certificate by clicking on the REPLACE icon.
ARCHIVE - If you no longer hold a specific insurance you can request and archive of the document.
Manage all your licences and certificates in the Licences, Certificates, Permits tables.
ADD NEW - Click on ADD NEW to upload a new Licence, Certificate or Permit.
REPLACE - When a document has expired replace the old certificate by clicking on the REPLACE icon.
ARCHIVE - If you no longer hold a specific document you can request and archive of the document.