Contractor User Manual - Construction Career Collaborative
Contents
1. database We contracted with ETSZONE to write a program for us to help track credentials for the craft workers in our membership We are very excited to bring back the database and more importantly excited for the opportunity to hear from you the end users We hope that you will take the time to provide us with honest feedback and comments so we make this tool a successful one for all our members Please send your comments and questions to Maria Aimone or Chuck Gremillion of C3 e Maria Aimone maria constructioncareercollaborative org e Chuck Gremillion chuck constructioncareercollaborative org To report a bug error or incorrect application behavior please use the Report a Bug tab to the right Or send an email to the address below e ETSZONE Support support Detszone com We appreciate your help in this matter and we look forward to making this a very successful tool for your organization 2 3 Editing your user account To edit your user account click the user account link located in the gear menu to the right of the navigation bar i Company User Account sign Qut This will take you to the edit user form Here you can change your password name or email address Version 1 10 9 15 Name Testing Email testing test com Leave these fields blank if you don t want to change your password Password Password confirmation Update User When you are satisfied with your changes click Update User to save you2. information 5 2 Adding a document To upload a document to your company s profile click the green plus on the documents panel on the company profile page 14 Version 1 10 9 15 Documents No documents uploaded You will be taken to a page where you can select a file to upload and add a description You may upload either images or PDF documents Upload Browse No file selected Description Submit Click submit to add the file to your company If the document was successfully uploaded you will be redirected back to your company profile where you will see the document added to the documents table 5 3 Admin Editing company information Your company s information such as name address or website can be edited at any time by an administrator user Go to your company s profile page and click the blue edit button underneath your company s name at the top of the page Contractors TestCon Manage Users This will take you to the edit company form where you can edit the name tax ID address city state zip code website and project manager for the company Version 1 10 9 15 15 Name TestCon Tax ID 632236946 Please enter the company location Address City State Zip Website Project manager submit When you are satisfied with any changes click the submit button to save your entries 5 4 Admin Managing company users As a company administrator you have the ability to manage the other u
3. 1 Registration To obtain an account with the C3 Training Database please contact Construction Career Collaborative and request access A user confirmation email will be sent to an email address that you provide Click the confirmation link in the email to get to the Confirm Your Account page You will be asked to confirm your name and set a password for your account Once this is complete you can log in and access the application Version 1 10 9 15 2 Accessing the database 2 1 Logging in To log in to the database go to the URL https c3td etszone net You will be presented with a login page Sign in Email user example com Password Forgot password WEBBESBTENGSG Remember me Enter your username and password to access the database You may also check the Remember me checkbox to skip this step in the future 2 2 Resetting your password If you have forgotten your password you can reset it using the Forgot password link on the login screen Enter your email address on the following screen to be sent an email with a password reset link This link will take you to a page where you can set a new password for your account Change your password New password Confirm new password Change my Password After changing your password you will be able to log in to the site Version 1 10 9 15 Signed in successfully C3 Training Database www constructioncareercollaborative org Welcome to C3 s new training
4. Contractor Manual 4 F a Construction Career Collaborative 3 ETSZONE Welcome to the C3 Training Database for Construction Career Collaborative This software is where you keep track of your employees training and safety credentials project participation and assignments license documents and more Your company should already be an accredited employer or project participant to use the database If you re not already signed up for C3 head to http www constructioncareercollaborative com for more information Table of Contents 1 Registration 2 Accessing the database e 2 1 Logging in e 2 2 Resetting your password e 2 3 Editing your user account e 3 Managing your employees 3 1 Adding craft workers 3 2 Editing a craft worker 3 3 Removing a craft worker 3 4 Viewing a craft worker 3 5 Adding a document to a worker e 3 6 Viewing an uploaded document e 4 Working with projects e 4 1 Confirming participation on a project 4 2 Assigning workers to a project 4 3 Exporting a list of workers on a project 4 4 Inviting other contractors to a project 4 5 Removing a contractor from a project 4 6 Editing a contractor s project status 4 7 Project Contractor Editing a project e 5 Managing your company e 5 1 Updating contact information e 5 2 Adding a document e 5 3 Admin Editing company information e 5 4 Admin Managing company users e 5 4 1 Adding a new user e 5 42 Deleting a user 6 Help and contact
5. Thanks for being a part of C3 and happy crafting 18 Version 1 10 9 15
6. button next to the description to delete the document Documents Test Document Version 1 10 9 15 4 Working with projects 4 1 Confirming participation on a project When a Specialty Contractor is added to a C3 project by a C3 Administrator project Contractor or another Specialty Contractor employing them an email will be sent to the Specialty Contractor s primary contact containing a link to confirm their participation on the project Click this link to confirm your company s participation on the project This will change your company s status on the project from Pending to In Progress allowing you to assign craft workers to the project as well as invite Specialty Contractors to the project 4 2 Assigning workers to a project To assign craft workers to a project edit the craft worker you wish to add to the project At the bottom of the form there will be a section called project assignments which lists all the projects your company is participating on along with a check box indicating if they are assigned to that project or not Select the project or projects for the worker in question and click submit to save the assignments Project Assignments Test Project Y Submit After assigning a craft worker to a project they will be listed on the craft workers table on the project page Craft Workers csv Excel Name Employer Type OSHA 10 OSHA 30 Test Worker TestCon Craft Worker Lad x specialty Worker TestSp
7. ecialty Craft Worker y x 4 3 Exporting a list of workers on a project To export a list of all craft workers on a project to a CSV or Excel file click the corresponding button on the craft workers table on the project page You will be prompted to download the file after clicking 4 4 Inviting other contractors to a project To invite Specialty Contractors to a project click the green plus on the specialty contractors table on the project page Version 1 10 9 15 This wil Specialty Contractors No specialty contractors are assigned to this project After adding the specialty contractor you will be redirected to the project page where you will the see the Specialty Contractor listed in the specialty contractors table 4 5 Removing a contractor from a project To remove a Specialty Contractor from a project click the red trash button next to their name on the specialty contractors table specialty Contractors Name Status Working Under Action Holes Inc Pending 4 6 To edit a Specialty Contractor click the blue edit button next to their name on the specialty contractors table 10 Version 1 10 9 15 Status Pending Notes Assigned Craft Workers Update Job From here there will be an assigned craft workers button on the form that will take you to a page that lists only that Specialty Contractor s craft workers that are assigned to that project 4 7 Project Contractor Editing a project To edi
8. mation will be used for one time unique Number Passport identification only and is not saved or visible Number with the application status Can be either Active or Inactive Reflects current activity of craft worker which the Specialty Contractor is responsible for setting manually OSHA 10 Craft workers with the type Craft Worker need a valid OSHA 10 certification to participate on C3 projects OSHA 30 Craft workers with the type Field Supervisor need a valid OSHA 30 certification to participate on C3 projects Please note that required fields are indicated by a red asterisk on the form When you are finished entering the worker s information click submit to create the craft worker If there are any errors with the provided information you will be redirected back to the form and a warning message will be displayed at the top of the form explaining the error If there are no errors you will be redirected to the company profile page where you will be able to see the newly added craft worker in the craft workers table Craft Workers Name Type Status OSHA 10 OSHA 30 Action Test Worker Craft Worker Active Y x G fi 3 2 Editing a craft worker To edit a craft worker s information click the blue edit button in the action column of the craft workers table You will be presented with the same form as above but with the worker data already filled out Note that the SSN Driver License Passport fields will not be prese
9. nt 3 3 Removing a craft worker To remove a craft worker click the red trash button in the action column of the craft workers table 3 4 Viewing a craft worker To view a craft worker click their name in the craft workers table Here you will be able to see all the information relating to the craft worker including training information project assignments and uploaded documents Version 1 10 9 15 TestCon Test Worker Personal Information Training Information Name C3 ID Date of Birth Status Type Date Certificate Number Expires Test Worker C3340485 1991 01 27 Active Craft Worker OSHA 10 2012 02 06 96314586 N A OSHA 30 N A C3 Refresher Documents Project Assignments ID Information OSHA Card Y Test Project SSN DL State ID Passport x x 3 5 Adding a document to a worker To add a document to a craft worker click the green plus on the documents panel on the craft worker profile You will be taken to a page where you can select a file to upload and add a description You may upload either images or PDF documents Upload Browse No file selected Description Submit Click submit to add the file to the craft worker If the document was successfully uploaded you will be redirected back to that craft worker s profile where you will see the document added to the documents table 3 6 Viewing an uploaded document From the craft worker profile click the name of the document to view the document Click the red trash
10. r new information If you have changed your email address you will receive a reconfirmation email at the new address You must follow the instructions contained within the email in order to confirm your new address and complete the update Version 1 10 9 15 3 Managing your employees 3 1 Adding craft workers Click the employees tab in the navigation bar at the top of the screen This will take you to your company profile page This page can also be accessed by clicking Company in the gear menu to the right of the navigation bar Company User Account sign Qut On the company profile page there is a panel titled Craft Workers Craft Workers No associated craft workers Click the green plus in this panel to add a craft worker This will take you to the new craft worker form Version 1 10 9 15 First Name Last Name Social Security number C Other options This information will be used for one time identification only and is not saved or visible within the application NOTE Employees imported from the previous version of the database need this information re entered for security reasons This will only happen once Date of Birth b d hd hd Status Active Type Craft Worker Craft workers must have a valid OSHA 10 certificate to participate on C3 projects OSHA 10 Training Date Version 1 10 9 15 Field Description SSN Drivers Only one of these fields is required This License infor
11. sers registered for your company To do this click the manage users link located on the company profile 16 Version 1 10 9 15 Contractors TestCon Manage Users This will take you to a list of all users on your company s account Name Email Administrator Action Testing testing test com New 5 4 1 Adding a new user To add a new user for your company click the green new button at the bottom left of the page This will take you the user form where you will be asked to specify a name and an email address for the user Create User Name Email 3 Company Administrator Allows user to edit the company account as well as create edit and remove other user accounts for this company Create User There is also a check box for giving the user company administrator privileges This allows the user to edit the company account as well as create edit and remove other users on the company account Version 1 10 9 15 17 When you have entered the user s information click the Create user button This will send them a confirmation email to complete the sign up process 5 4 2 Deleting a user To delete a company user click the red trash button on the appropriate row on the company user list Note that you cannot delete your own user account 6 Help and contact If you run in to any trouble using the database or you need help with a particular function please contact your company administrator or C3 representative
12. t a project on which you are the contractor click the blue edit button under the project name at the top of the project page Projects Test Project This will take you to the project form Here you can change the status name owner architect and start and end dates of the project Version 1 10 9 15 11 Edit Project Project Name Test Project Owner Test Owner Architect Contractor TestCon G X Start date September 2015 End date September 2018 Status Not Started Back to project Update Project From here you may edit your own project status or view your own employees assigned to the project by clicking the blue button next to the contractor s name You may also remove yourself as the contractor of the project by clicking the red button 12 Version 1 10 9 15 5 Managing your company 5 1 Updating contact information To edit the contact information for your company click the edit button on the contacts table on the company profile page Contacts Type Name Email Phone Primary Testing testing test com 8005553241 This will take you to the edit contacts form Here you can specify a primary contact a secondary contact and a training contact If one of the contact fields is not needed check the same as primary box Version 1 10 9 15 Primary Testing testing test com 8005553241 secondary Same as primary Training Same as primary Save changes Click save changes to save the contact
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