Custom Module Categories
Custom Sections store non-standard documents or registers (e.g. ITPs, compliance certificates).
- Go to Administration > Custom Section Categories.
- Enter a name and choose if visible in the menu.
- Select where it applies (Company, Projects, or Regions).
- Click Create.
Custom Module Types
Link detailed form types under a category.
- Go to Administration > Custom Section Types.
- Link to a Category.
- Configure employer permissions: visibility, submission rights, and review workflows.
- Add checklists for shared, subcontractor, or main contractor review.
- Add custom fields for data capture.
- Save.