Where suppliers, contacts and job roles appear

Manual — Suppliers, contacts and workforce · chapter 7 of 8

Where	What it uses	How
Project › Team tab	Suppliers and contacts	When adding a member, choose the type Suppliers or Contacts. The team’s suppliers become the columns of the daily report workforce.
Daily report (Workforce tab on the web, Workforce in the app)	Job roles × companies	Number of people per job role and per company, split into direct/indirect and active/idle.
Occupational Safety › Workers	Supplier and job role	The worker’s Company (the supplier, for a third-party worker) and Job role, which defines the required NR trainings; the same job role organizes the training matrix, the SST work instruction and the risk inventory.
Tickets	Suppliers	The supplier can be requester, technician or watcher of the ticket; those tickets appear in the Tickets tab of its record.
Assets › Asset Management	Supplier	The supplier of the purchase; the asset starts to show in the Assets tab of the supplier record.
Invoices	Supplier	Approving the invoice creates the supplier of the issuer’s CNPJ, if it does not exist (chapter 3).
Contracts	Suppliers	Linked through the Contracts tab of the supplier record or through the Suppliers tab of the contract record.
NCR	Supplier	The supplier responsible for the non-conformity.

System rule

The inherited suppliers (from a site above) appear in all these selectors — ticket, NCR, SST trainings, project team, worker and asset management —, together with those of the site.

The daily report workforce

For the supplier to appear in the daily report, add it to the project Team:

Figure 12. Project › Team tab with the Supplier type chosen and three contractors already in the team.

1. 1Member type: User, Group, Supplier or Contact.
2. 2Supplier selector.
3. 3Suppliers in the team.

In the daily report, the Workforce tab has four panels — Direct Workforce, Indirect Workforce, Idle Direct Workforce and Idle Indirect Workforce (“professionals idle due to lack of released work fronts”). In each panel, the rows are the job roles of the type (direct or indirect) and the columns are the companies: the first is your own company (with the name of the parent company in H2O) and the others, the suppliers of the project team. Copy Workforce brings the quantities from another day of the same project (it replaces those of the day).

Figure 13. Workforce tab of a daily report: the Direct Workforce panel with your own company and the team’s contractors in the rows, the job roles in the columns and the totals (the own company’s name is blurred in the screenshot).

1. 1Copy Workforce.
2. 2Direct Workforce panel (below, Indirect and the idle ones).
3. 3Column of a job role (registered in Workforce).
4. 4Row of a supplier of the project team.

Tip

If the daily report shows No roles configured, the project’s site (and those above it) has no job roles: register them in People › Workforce with the project’s site selected.

App H2OFigure 14. In the app, the day’s Workforce: the Direct / Indirect and Active / Idle selectors, the Slice total and one card per job role, with each company and the − and + buttons.

1. 1Direct / Indirect.
2. 2Active / Idle.
3. 3Slice total.
4. 4Job role card: one row per company, with − number +.

System rule

In the app, when the project’s site has no job roles, all the job roles downloaded to the device appear; if there are none, the warning is No team configuration for this site.

In SST

In the worker registration, Company is the supplier (for a third-party worker) and Job role (sets the required NRs) is one of the job roles of Workforce. The job role links the worker to the training matrix and to the job role’s SST work instruction. See Flow 1 — The worker base in the Occupational Safety manual.