How to assign Subcon to Checklist Form

Steps to Assign a Subcontractor to a Checklist Form

  1. Log in to your Maincon account.
  2. Select the required project on the My Task page.
  3. Navigate to Project Setup and select PTW.
  4. Select Dependency Forms.
  5. Select the required project.
  6. Select the Checklist Form to which the new subcontractor will be assigned.
  7. Click the Workflow tab.
  8. Click on the Company field under the Applicant group.
  9. Select the new subcontractor to be assigned.
  10. Scroll to the bottom of the page and click Save.
  11. Repeat the steps above for any additional checklist forms that require the same subcontractor assignment.

Note:
Ensure the subcontractor has already accepted the vendor invitation before assigning them to a checklist form.

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