When a Vendor record applies to a Contractor, use the Task Type Tab to add any Tasks that apply to work performed by the Contractor.
All Tasks are eligible for assignment on the Vendors / Task Type Tab. Depending on the policies of your organization, Contractors can also work without an assigned Contract. If this is true, the Tasks listed on the Organization > Contract / Task Types window have no effect for the Contractor defined on this record.
How to Add Vendors Task Types
In Add or Edit mode:
- Select the Add Task Type link at the top of the grid to open the Task Type Entry flyout.
- Mark the check boxes of the Tasks this Contractor can perform.
- Choose the Add Selected button on the Task Type Entry flyout.
- Select Save on the WebTMA toolbar.
Want to Learn More?
Visit the WebTMA Help Page