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How to upload RAMS on behalf of a contractor

Sometimes a contractor cannot upload their own RAMS (Risk Assessment and Method Statement). You can upload it for them, and Intuety records who the contractor is and why. This guide is for Authors, with one step that Approvers, Project Admins and Client Admins can also use.

Who can use this?

  • Authors: only the Author role can upload the RAMS files.
  • Approvers, Project Admins and Client Admins can select Add to project & ask them to upload for a contractor already on your supplier list.

Before you start

  • Use this only when the contractor cannot upload their own RAMS. Where possible, assign the job to them instead.
  • Have the contractor's RAMS file ready.

How do I upload on behalf of a contractor?

  1. Start creating a job. See How to create a job and upload RAMS (Link).
  2. On the Job Details step, turn on Uploading on behalf of a contractor?
  3. Under Contractor name, start typing the contractor's name. Results come from the project, your supplier list and Companies House. If they are not listed, select None of these to continue with the name you typed.
  4. Intuety shows whether the contractor is on the project or your supplier list, and suggests a next step:
    • On this project: select Assign job & notify to upload so they upload it themselves.
    • On your supplier list: Approvers, Project Admins and Client Admins can select Add to project & ask them to upload.
    • Not on your supplier list: select Add them as a supplier instead.
    • In every case you can select Upload on their behalf anyway to carry on uploading for them.
  5. Under Why are you uploading on their behalf?, choose a reason: Contractor uses another system, Different process agreed for this work, One-off specialist contractor, Urgent or last-minute works or Other. Add Additional detail if you want; it is required if you choose Other. Next stays greyed out until you have entered a contractor name and a reason.
  6. Continue with Upload or Create RAMS, Upload Files and Review & Submit as usual.

What happens next?

On the job's review page, the Reviews & Revisions tab shows a banner, Uploaded on behalf of the contractor, with the reason and who uploaded it. The revision is also marked with an On behalf tag in the job's revisions and reviews lists.

Common questions

  • I cannot add the contractor to the project: you need the Approver, Project Admin or Client Admin role.
  • Does the contractor get notified? Only if you choose Assign job & notify to upload or Add to project & ask them to upload.

Related articles

  • How to create a job and upload RAMS (Link)
  • Intuety for Supply Chain (Link)

Still need help?

Ask our live chat, email support@intuety.io or call 02922 710 527. Include the Job ID (shown in Job Quick View) if your question is about a specific job.