Learning path for Contractors

Provide job access to subcontractors by assigning a Job to a Subcontractor.

Once a Pathwave portal is set up for each Subcontractor, the Contractor or Subcontractor can create jobs and provide access in either direction.

Pathwave is flexible in accommodating contractor to subcontractor relationships and operations. There are two ways to share and access jobs that subcontractors are working:

1. Create and assign jobs to subcontractors
2. Subcontractors create jobs and grant access to the Contractor

Assign Jobs to Subcontractors

Provide job access to subcontractors by assigning a Job to a Subcontractor.

If the Contractor creates a Job and assigns the Job to the Subcontractor:

1. Create a Job
2. Assign the Subcontractor in the Job Details > “Subcontractor” section.
   1. Note: The Subcontractor needs to accept the Job in their portal before they can begin work. See Instructions for Subcontractors to Accept Assigned Jobs.
3. The Contractor retains access and visibility to the Job while the Subcontractor works the job.

Accept Access to Jobs from Subcontractors

If the Subcontractor creates a Job and grants access to the Job:

1. The Contractor needs to accept the Job in their portal:
   1. Navigate to the Dashboard
   2. Jobs Assigned to Subcontractors > Action Required
   3. Accept
   4. 
2. Alternatively:
   1. Navigate to Jobs > Manage Job Assignments
   2. Jobs Assigned to Subcontractors > Action Required
   3. Accept
   4. 

Job Visibility

The subcontractor can view critical job details and information including:

• Reference Documents
• Safety Documentation in progress and completed
• Fillable Forms
• Primary and Site Owner photo lists and site photos
• Generated Closeout Packages generated by the subcontractor

Job information not visible to the subcontractor:

• External Reference ID

• Restricted Documents

• Internal Photo lists

• Generated Closeout Packages generated by the Contractor 

Editing Job Information

Changing job details or the photo list after assigning a job to a subcontractor is possible if the subcontractor hasn't accepted the job assignment yet.

Once a subcontractor accepts the job assignment, the contractor cannot edit job details or the Primary or Site Owner photo lists. The contractor can still edit forms and add forms to the job through the Pathwave portal.

Job Notes can be utilized to communicate with the subcontractor. The subcontractor can edit job details, Primary and Site Owner photo lists, and forms.