> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/administration-and-configuration/configuring-application-settings/contractor-application-settings.md).

# Contractor Application Settings

Configure and manage settings for the Contractor application.

## Overview

Before the **Contractor** application can be used, administrators (or authorized users) must configure the application settings.

***

## Configuring Application Settings

{% stepper %}
{% step %}

### Configuring Platform Settings

> **Navigation Path (Menu Bar):** `Facilities > Settings`

Use this module to establish a connection between the system and the environment.

* **Base URL**: Enter the base address of the EPC server where data is stored.
* **Administrator Credentials**: Enter the EPC administrator’s username and password.
* Click **Test** to verify the connection.
* Once validated, select the environment for data retrieval from the **Default Environment** dropdown.
* Click **Save** to apply the configuration.

***

{% endstep %}

{% step %}

### Contractor Settings

> **Navigation Path:** `Apps > QMS > Contractor`

Use these modules to manager contractor information and assessment criteria.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s) / Output(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th></tr></thead><tbody><tr><td align="center"><strong>Contractor Types &#x26; Documents</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FIGd03OFL9hyzBDqtl2DC%2F143-1.png?alt=media&amp;token=f78e3c0f-561b-4f11-8a48-dc289ccee6b5" alt="" data-size="original"></td><td></td><td>Define contractor types, assign reviewers, and link associated documents.</td><td><ul><li><code>Contractor Type</code></li><li><code>Reviewer</code></li><li><code>Required Documents</code></li></ul></td><td><a href="/interfacing-help-files/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/create-new-contractor-request.md">New Contractor</a></td><td><a href="/interfacing-help-files/drafts/contractor-management/contractor-types-and-documents.md">Contractor Types &amp; Documents</a></td></tr><tr><td align="center"><strong>Assessment Management</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FY7Fl62M9KwJvXmjgmKaj%2F142-1.png?alt=media&amp;token=11a3f78c-bd7f-4d4c-b32d-377ca0bcf6cd" alt="" data-size="original"></td><td></td><td>Define assessment categories, questions, and templates for contractor evaluations.</td><td><code>Assessment Questionnaire</code></td><td><a href="/interfacing-help-files/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/prequalify-screen-contractor.md#complete-the-assessment-questionnaire">Conduct Initial Contractor Review</a></td><td><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/contractor-application-settings/assessment-management.md">Assessment Management</a></td></tr></tbody></table>

***

{% endstep %}

{% step %}

### Managing Organizational Data

> **Navigation Path:** `Library > Organization`&#x20;

Use this module to define organizational entities involved in the application workflow.

<table data-card-size="large" data-view="cards"><thead><tr><th align="center"></th><th></th><th align="center"></th><th></th><th></th><th>Dropdown(s)</th><th>Form(s)</th><th data-type="content-ref">Learn More</th><th data-hidden data-card-cover data-type="image">Cover image</th></tr></thead><tbody><tr><td align="center"><strong>Users, Roles, &#x26; Groups</strong></td><td></td><td align="center"><img src="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FVXdDiMnaBnTctAhcHpdQ%2F140-1.png?alt=media&amp;token=5f79a0cd-2c30-4ad5-9d47-0874e09a3866" alt="" data-size="original"></td><td></td><td>Define users, roles, or groups participating in the workflow (e.g., reviewers, evaluators).</td><td><ul><li><code>Reviewer</code></li><li><code>Evaluator</code></li><li><code>Approver</code></li></ul></td><td><ul><li><a href="/interfacing-help-files/administration-and-configuration/configuring-application-settings/contractor-application-settings/assessment-management.md">Assessment Management</a></li><li><a href="/interfacing-help-files/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/prequalify-screen-contractor.md">Initial Review of Contractor Submission</a></li><li><a href="/interfacing-help-files/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow/evaluate-contractor-response.md">Evaluate Contractor Response</a></li></ul></td><td><a href="/interfacing-help-files/process-analysts/organization-management/creating-and-editing-organization-objects.md">Creating &amp; Editing Organization Objects</a></td><td></td></tr></tbody></table>

***

{% endstep %}
{% endstepper %}

***


---

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