How to use and edit red & yellow flagging
Written by Rebekah Yarranton
Updated at February 10th, 2023
The platform can support your health & safety disciplinary procedures, with red & yellow flagging available.
- Disciplinary - flagged contractors (only if included in paid subscription) – used by primary user profiles only – click flag a contractor button
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Choose flag level
- Yellow or red, add full name, Contracting Company Name (optional), ID number, public notes (visible to all Primary Users and Editors), private notes (visible to primary users only) – click flag a contractor button to save data
Please note:
This will appear in sites and site logs (view site logs link) and visible to primary users and editors)
Once a contractor is flagged:
- Option to change flag between colours
- Full name, Contracting Company Name and ID Number appear
- Notes – This shows that the contractor has notes against their record. To view these, click on the contractor’s name to open up their record
- Edit – allows changes to the status of the flagging or to update the notes
- Unflag - If you wish to remove the flag completely, you can click the green Unflag button
On the list of contractors, you will also see the flag next their name. Here you can hover over the flag to see the notes
