> 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/supplier-and-product-management/contractor-application.md).

# Managing Contractors (Apps)

Use the Contractor application to create and manage contractor requests.

### Overview

The **Contractor** application is a workflow-driven solution for managing contractor operations across the organization. It supports the full lifecycle of a contractor request, including creation, review, evaluation, and approval. 

{% hint style="info" %}
All requests are logged, assigned, and tracked in a centralized system, ensuring visibility, accountability, and compliance with organizational standards.
{% endhint %}

***

### Application Prerequisites

Before users can work with the **Contractor** application, administrators must configure the following settings:

<details>

<summary><i class="fa-file-signature">:file-signature:</i>  <strong>Contractor Settings</strong></summary>

<i class="fa-file">:file:</i>  **Contractor Types & Documents**

* Define contractor types, assign reviewers, and link required documents.

<i class="fa-list-check">:list-check:</i>  **Assessment Management**

* Define assessment categories, questions, and templates for contractor evaluations.

</details>

<details>

<summary><i class="fa-building-memo">:building-memo:</i>  <strong>Organization Module</strong></summary>

<i class="fa-sitemap">:sitemap:</i>  **Users, Roles, & Groups**

* Define organizational entities involved in the application workflow.

</details>

{% hint style="success" %}
For detailed setup instructions, see [**Contractor Application Settings**](/interfacing-help-files/administration-and-configuration/configuring-application-settings/contractor-application-settings.md).
{% endhint %}

***

### Accessing the Application

To open the **Contractor** application:

1. Click the **Apps** tile in the side navigation bar.
2. On the **Apps** page, either:
   * Expand **Contractor** in the navigation tree, or
   * Navigate to the **Contractor** section in the application gallery.

<p align="center"><kbd><strong>[IMAGE]</strong></kbd></p>

The application opens, displaying its available modules.

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Contractor</strong></td><td>Use this module to create and submit a new contractor request for review and processing.</td></tr><tr><td><i class="fa-list-radio">:list-radio:</i>  <strong>Contractor List</strong></td><td>Use this module to view all submitted contractor requests, tracking progress through the workflow.</td></tr></tbody></table>

***

### Learn More

Refer to the following guides for detailed instructions:

<table data-view="cards"><thead><tr><th></th><th></th><th>Roles<select multiple><option value="SQozUXxTUkd9" label="Requester" color="blue"></option><option value="Sta80yGf5y6W" label="Reviewer" color="blue"></option><option value="LamUAbnKsyLy" label="Evaluator" color="blue"></option><option value="LP0IrPHy7M0Z" label="Approver" color="blue"></option></select></th><th>Related Module(s)</th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Navigate the Contractor Workflow</strong></td><td>Perform assigned tasks to advance requests through the <strong>Contractor Management</strong> workflow.</td><td><span data-option="SQozUXxTUkd9">Requester, </span><span data-option="Sta80yGf5y6W">Reviewer, </span><span data-option="LamUAbnKsyLy">Evaluator, </span><span data-option="LP0IrPHy7M0Z">Approver</span></td><td><i class="fa-circle-plus">:circle-plus:</i>  <strong>New Contractor</strong></td><td></td><td data-object-fit="cover"><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2F7xnyHkvLPtjKbZYQlycM%2FIMS-V16-NAV-Library-Icons-64.png?alt=media&amp;token=ac158510-5671-497b-888a-5715d4d84ddf">IMS-V16-NAV-Library-Icons-64.png</a></td><td><a href="/interfacing-help-files/supplier-and-product-management/contractor-application/navigating-the-contractor-management-workflow.md">Navigating the Contractor Workflow</a></td></tr><tr><td><strong>How to Track &#x26; Monitor Contractor Requests</strong></td><td><p>Monitor the status and progress of contractor requests using lists and dashboards.</p><p></p><p></p></td><td><span data-option="SQozUXxTUkd9">Requester, </span><span data-option="Sta80yGf5y6W">Reviewer, </span><span data-option="LamUAbnKsyLy">Evaluator, </span><span data-option="LP0IrPHy7M0Z">Approver</span></td><td><i class="fa-list-radio">:list-radio:</i>  <strong>Contractor List</strong></td><td><i class="fa-chart-pie">:chart-pie:</i>  <strong>Contractor Dashboard</strong></td><td data-object-fit="cover"><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/supplier-and-product-management/contractor-application/tracking-and-monitoring-contractor-requests.md">Tracking &amp; Monitoring Contractor Requests</a></td></tr></tbody></table>


---

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