How to Request Credentials from an Entity or Contact in Assurance

This article will take you through instructions to request credentials from an Entity (Contractor or Service Provider) using a Cleaning Contract as an example.

Also see here for some screenshots of the process.

1. Navigate to the Contract Register.
2. Choose the relevant Contract (eg Cleaning Contract).
3. Click on the Credentials tab.
4. Select the credentials you would like to request by ticking the box next to the Eligibility Criteria or if you would like to select all the criteria select the tick box above the Entity or Service Provider.
5. Then click Request Credentials.
6. A pop up box will appear and you will need to input the date by which they need to respond, click Create.
7. If you have set up a linked Contact (the nominated admin person of the Entity or Service Provider) you can copy the Request URL that appears and send this to them in an email. They'll need to open the link in the email to upload their credentials and complete Credential details and Renewal date (if required)
8. Once the supplier has submitted the credentials they will receive a receipt that they can export to a PDF if they need.

The Credential request/s will be visible under the View Credential Requests tab.