Summary
In short
- A contractor approval record is a record used in KnowContractor that records the decision to approve a contractor to work on site. It is built against ISO 45001 cl.8.1.4 and forms part of the Contractor Onboarding and Management programme.
- Completed once prequalification passes. Approved by the contract owner with safety.
- The template holds 46 fields across 4 sections.
- ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
- It connects to the rest of the library: links Vendor, Prequalification.
What it is
What it is
What is a contractor approval record?
A contractor approval record is a record used in KnowContractor that records the decision to approve a contractor to work on site. It is built against ISO 45001 cl.8.1.4 and forms part of the Contractor Onboarding and Management programme.
When is a contractor approval record completed?
A contractor approval record is completed at the moment the event happens, rather than reconstructed afterwards. Completed once prequalification passes.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form CAPP-2026-000
- You are running the Contractor Onboarding and Management programme and this is one of its steps
- A linked record needs this one to exist: links vendor, prequalification
Not for
- Contractor Prequalification Questionnaire, which collects a contractor's safety, insurance, training and performance information before they are approved.
- Contractor Safety Statistics Review, which reviews a contractor's injury rates, citations and experience modifier over recent years.
- Contractor Risk Classification, which classifies a contractor by the risk of the work they do, from low risk services to high risk construction.
- Anything outside KnowContractor, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 45001Occupational health and safety management systems
The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the contractor approval record template based on?+
It is built against ISO 45001 cl.8.1.4. ISO 45001 is occupational health and safety management systems. The international standard for managing worker health and safety. Certifiable, and the backbone of most of this library. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the contractor approval record contain?+
There are 4 sections: header, evidence gathered, contract terms, decision. Together they hold 46 fields, 33 of which are required.
How often is a contractor approval record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form CAPP-2026-000, so it can be traced and referenced from other records.
Which programme does the contractor approval record belong to?+
It is part of Contractor Onboarding and Management. Nobody through the gate without evidence, and performance that feeds the next award.
Can the contractor approval record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the contractor approval record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowContractor — contractor management. Prequalification, approval, induction, permits and performance.
Sources
Sources
- ISO 45001 — Occupational health and safety management systems
- ISO — International Organization for Standardization