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Update unit attendance instructions

Add attendance instructions to a site so contractors receive essential information before they visit.

Written by Rubin Muresan

Attendance instructions are added to purchase orders to inform contractors of important details before they visit a site. These may include busy or closed times, access restrictions, security procedures for locations such as shopping centres or airports, or any other site-specific guidance.

When a purchase order is raised for that site, the contractor will see the attendance instructions included in the order details.

To add attendance instructions to a site, follow the steps below:

  1. From the Admin area, click Add / Edit Units.

  2. Select the site you want to update.

  3. Unlock the green padlock icon.

  4. Add the required details in the Attendance instruction box.

  5. Click Save.

πŸ“Œ Note: To update attendance instructions for multiple sites at once, see Bulk update unit attendance instructions.

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