Teams: Create, Edit, and Delete a Contractor Company

Article Links Introduction | Best Practices | Create a Contractor Company | Edit a Contractor Company | Delete a Contractor Company |

INTRODUCTION

This article describes how to create a new team for every new contractor company you work with.

Once the new contractor company is created, all employees of that company will be able to self-register and complete their required training prior to coming to your work-site.

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BEST PRACTICES

Consider the following when creating Contractor Companies:

• Avoid abbreviations unless they are an accepted part of the company name.  Your contractor employees may not be able to locate their company if the name is abbreviated in a way that makes it difficult for them to find a match.
• For common names, including a city or location in the title or some other identifier. For example, It is possible for multiple contractors to have similar names like ABC Contractors. To differentiate between the contractors, name them ABC Contractors, Vancouver WA, and ABC Contractors, Portland OR.  This will make it easier for your contractor employees to pick the correct company.
• Refer to the Sample Email and Instructions to New Contractor Companies article.  This will help you prepare a communication to your new contractor about the LMS and provide instructions for their employees to self-register and take your required training.

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CREATE A NEW CONTRACTOR COMPANY

Follow these steps to create a new contractor company:

1. Click the Administration tab at the top of the screen.
2. Click the Organization Menu, then the Manage Teams link on the left menu bar.
3. Click the New button at the top of the Manage Teams screen. The Edit Team screen will open.
4. Click the Select button to the right of the Department field.
   1. Select the department called "Contractor Companies" from the list of available records.
   2. Click the Select button to complete your Department selection and return to the Create Team screen.
5. Type the name of the Contractor Company in the Name field.
6. Click the Save button.
7. Click the Close button after the Changes Saved confirmation appears.
8. Your newly created contractor company will appear on the Manage Teams screen.
9. Provide the communication to your new client company.
   Refer to the Sample Email and Instructions to New Contractor Companies article.  This will help you prepare a communication to your new contractor about the LMS and provide instructions for their employees to self-register and take your required training.

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EDIT A CONTRACTOR COMPANY

Follow these steps to edit a contractor company record.  You would edit a record when you want to change the name of the company or add any additional information about the company to their record.

1. Click the Administration tab at the top of the screen.
2. Click the Organization Menu, then the Manage Teams link on the left menu bar.
3. Search and locate the contractor company following the directions provided in Using Search article.
4. Click the Edit button to the left of the desired contractor company name.
5. Make the desired changes on the Edit Team screen.
6. Click the Save button located on the menu bar.
7. Click the Close button after the Changes Saved confirmation appears.
8. You will be returned to the Manage Teams screen.

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DELETE A CONTRACTOR COMPANY

Deleting a Contractor Company will delete all the users in that company as well as their completion records. 

As a best practice, we recommend that you deactivate all the users in a team rather than delete the contractor company. This way, you will retain the completion records for those users.

Refer to the Users: Deactivate and Activate - Contractor LMS to deactivate users in the Contractor Company team.

Follow these steps to delete a team:

1. Click the Administration tab at the top of the screen.
2. Click the Organization Menu, then the Teams link on the left navigation bar.
3. Search and locate the team following the directions provided in the Using Search article.
4. Click the red Delete button to the left of the desired team name.
   Note: If the red Delete button is inactive, you have not been assigned the Master administration role and will be unable to delete teams.
5. Click the YES button on the Confirm Delete screen.
6. Click OK on the Delete Succeed confirmation screen. The team will be deleted from the LMS.

Should a team be deleted in error, please contact our support team. Support can generally restore the deleted team and any lost user data and their completion records.