The Client Dashboard is your central hub for monitoring contractor activity, evaluations, assessments, and approval statuses within ContractorXchange.
It provides a quick overview of your contractor network, helping you identify areas requiring attention and make informed contractor management decisions.
1. Dashboard Overview
At the top of your dashboard, you'll find six summary tiles displaying key information about your contractors.
Dashboard Tile | Description |
Total Contractors | Total number of contractors connected to your organization. |
Active | Number of contractors with active ContractorXchange accounts. |
Inactive | Number of contractors with inactive accounts. |
Gold Evaluations | Number of contractors who have achieved a Gold Evaluation. |
Advanced Assessments | Number of contractors with an Advanced Assessment status. |
Overdue Tasks | Number of assigned tasks that are past their due date. |
These indicators provide a quick snapshot of your contractor network and highlight areas that may require follow-up.
2. Template Approval Distribution
The Template Approval Distribution chart provides an overview of contractor approval statuses across your organization's assigned templates (profiles).
Each template represents a set of contractor prequalification requirements established by your organization.
The chart displays the following approval statuses:
Not Set: An approval decision has not yet been assigned.
Approved: Contractor has been approved for the assigned template.
Provisionally Approved: Contractor has received conditional approval.
Not Approved: Contractor has not been approved.
Suspended: Contractor's approval has been suspended.
Important: A contractor may be assigned to multiple templates and have a different approval status for each.
Use this chart to monitor contractor approval decisions across your organization's requirements.
3. Evaluations
The Evaluations chart displays the distribution of ContractorXchange evaluation results across your contractors.
Evaluations assess contractor health and safety management programs against established criteria.
The chart provides a visual breakdown of contractors with:
Gold Evaluation: Contractors meeting the higher evaluation scoring requirements.
Silver Evaluation: Contractors meeting the minimum evaluation scoring requirements.
Use this section to monitor the overall health and safety evaluation performance of your contractor network.
Note: A ContractorXchange Evaluation is separate from your organization's contractor approval decision.
4. Assessments
The Assessments chart displays the distribution of contractor assessment classifications.
The chart shows contractors categorized as:
Advanced: Contractors assigned an Advanced Assessment classification.
Standard: Contractors assigned a Standard Assessment classification.
This provides a quick overview of assessment classifications across your contractor network.
5. Contractors Needing Attention
The Contractors Needing Attention section highlights contractors with overdue or pending tasks.
Use this section to identify contractors who may require follow-up, such as those who have not responded to assigned requests.
Reviewing this section regularly helps ensure outstanding contractor requirements are addressed promptly.
6. Top Performing Contractors
The Top Performing Contractors section highlights contractors with the highest evaluation scores.
This provides a quick reference to contractors demonstrating strong performance in their ContractorXchange evaluations.
Important: Evaluation scores are one component of contractor prequalification. Always review the contractor's assigned template approval status before determining whether they are approved for work.
7. Navigating the Client Platform
The left-hand menu provides access to the main contractor management functions.
Menu | Description |
Client Dashboard | View contractor activity, evaluation results, assessments, and approval statuses. |
Contractors | Access your contractor list, review individual contractor information, and manage contractor relationships. |
Reports | Access available contractor management reports and information. |
Templates | View and manage the prequalification templates (profiles) used to assess your contractors. |
8. Using Your Dashboard for Daily Contractor Management
We recommend reviewing your Client Dashboard regularly to stay informed about your contractor network.
Key areas to monitor:
Inactive Contractors: Identify contractors whose accounts are no longer active.
Approval Statuses: Monitor approval decisions across your templates.
Evaluations and Assessments: Review contractor evaluation outcomes and assessment classifications.
Outstanding Tasks: Identify contractors requiring follow-up.
Contractor Performance: Monitor evaluation results across your contractor network.
For more detailed information, select Contractors from the left-hand menu to access your contractor list and review individual contractor records.
Need Assistance?
If you have questions about your Client Dashboard or need assistance navigating ContractorXchange, contact our Support Team using the Help Chat icon in the bottom-right corner of your screen.