Verify contractors

Unverified contractors are contractors that have been added to AVEVA Contract Risk Management but their addition to the contractor database is pending. Only users with the Contractor - Verify permission can verify contractors.

To verify a contractor:

1. Open the navigation bar. If necessary, click the Manage tab.

2. From the Contractors menu, select Verify .

   The Verify Contractors page is displayed listing all unverified contractors, which may be duplicates.

3. If you can easily identify a duplicate, click the Delete icon for the duplicate to remove it. Otherwise, click the Verify icon to see the possible duplicate's details.

   The Verify Contractor Page is displayed listing all possible duplicate contractors.

   Tip As an aid to identify duplicate contractors, you can check the last time a contractor logged in.

   To do this, search for the contractor using the Contractor Search feature - see Search for contractors. Click the icon assigned to the contractor you want to verify. The Contractor Status Information window is displayed. In the Contact last logged in field, the contractor contact that last logged in to AVEVA Contract Risk Management is displayed with the date and time of their last login.

4. If you are sure that the contractor is not a duplicate, click Verify. Otherwise, click the icon for the contractor that the unverified contractor is a possible duplicate of to view more detailed information.

   The Contractor Summary Page is displayed.

5. View the contractor information to ensure that there is no duplication.

6. Use the breadcrumb menu to return to the Verify Contractor page.

7. Click Verify or Cancel as appropriate.

   If you click Verify:

   1. A confirmation message is displayed.

   2. The verified contractor is sent an email confirming they have been successfully registered. This email contains the contractor's login username for the Contractor Portal.

      If you click Cancel to indicate that the contractor was a duplicate:

   3. The Unverified Contractor page is displayed.

   4. Click the icon for the duplicate to remove it.

      A warning message is displayed.

   5. Click OK.

      A confirmation message is displayed.

      Note You can also view unverified contractors from the My Items menu on the AVEVA Contract Risk Management navigation bar.