Rave now has a new Contractor Files Report allowing you to view all Contractor Files uploaded to Rave that are shared with your Branch.
This report is permission based and sits under the Manage Users Tab, Under General Permissions.
"View Contractor Files Report". This is enabled by default for Branch owners and is optional for Project Managers, Project Admin, Quantity Surveyors, Financial Admin and Branch Sales. No other user Group can view this report.
There is also a second permission "Edit Contractor Files" this will allow anyone in your branch access to update files loaded on behalf of the contractor by members of your team. Note: You cannot edit a file loaded by a contractor.
- To find this report Navigate to your Contractors/Contacts tab
- Select the Contractor Files sub tab
- Here you will see a list of all Files loaded into your branch.
We list the Contractor Name, Company Name, LBP number if applicable, Category the document is uploaded to.
If its a branch file or a global file*, File Name, Uploaded by, Uploaded Date and Expiry Date.
The three dot elipses menu to the right of each row allows you to view the document, download it to your device, view the Contractor Profile or View the files within that Specific Contractor.
You can keyword search using the Search box e.g. "Health and Safety"
You can choose to view only certain categories
You can filter by Expiry Date/s
You can filter by Uploaded Date/s
You can also export this report to an excel document.
*Branch files are between you and your contractor only. Global files are owned by the Contractor and are shared with all Rave Clients they have access to. These files are generic documents like LBP certificates and Public Liability Documents etc.