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CSP Plus Admin Support Section

  

Admin Signoff Documents

Subcontractors Categories - These headings can be divided into different names allowing the category to be given as many individual designations as required.

CSP Plus menu subcontractors

Subcontractors Dashboard

The table will show your list of Category

CSP Plus documents dashboard

  • Category - This is the Category of the Signoff Document
  • Document - The name of the Document
  • Last Uploaded - The Date it was last uploaded
  • Uploaded By - Whom uploaded the document
  • Signed - How many Employees singed the document off
  • Total - Total number of Employees that are tied to the Document
  • Location - The location of this Signoff Document
  • Edit -
    • Edit - Click to EditCS Plus document edit

    • View - Click to View Document CSP Plus document view
    • Upload - Upload Document CSP Plus documents upload

Add New Signoff Document

To Add - Click the Add New Signoff Document Button
CSP Plus documents add

CSP Plus documents edit dashboard

Signoff Document Name

  • Enter in a Unique name
    • Clothes, Safety Training

Category

  • Select from the Dropdown what Category this belongs in

Associsated Location

  • Provide a Location that you with to have this Signoff Document tied to - This will allow you to create more that one Signoff Document for better managing certain location with your employee's

Save Employee Signoff Document

If you see this button CSP Plus documents you must creat You have not Saved your Employee Signoff Document

Click on the Save Employee Signoff Document Button
CSP Plus documents save

 

Assign Employees to This Document

To Assign Employees to the Signoff Document

  • Click the Assign Employees To this Document Button
    CSP Plus documents assign employees
  • Search
    • You will get a Search Window that comes up
    • You can fill out some info in the Fields or just click Search
      CSP Plus document seach
  • Search Results
    • THis will show you all your employee
      CSP Plus document search results
  • Select Employees
    • Place a checkmark in the Employees you wish to Signoff this Document
    • Select All - If you wish to select all Employee click this button
      CSP Plus documents search add select all
    • Deselect All - If you wish to Deselect all employee you click on click this button
      CSP Plus documents search add deselect all
  • Add Employee - This will add them to your Signoff Document
    CSP Plus documents search add employees
  • Once you add them it will Show them in your Edit Tab
    CSP Plus documents not signed off list

Save Employee Signoff Documents

Click on the Save Cost Category Button
CSP Plus documents save

 

View Signoff Tab

This is where you will see when your Employees have signed off this Document