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Contractor management without the PDF

Insurance certs, site inductions, JSA sign-offs, permit eligibility — four separate PDF trails most programs maintain by hand. Here is the pattern that merges them into one record per contractor company.

QEHS safety desk · Safety practitioners on staff · March 10, 2026 · 7 min read

Large sites routinely host 30–300 contractor companies, each with its own insurance certificates, trained operators, and current permits. The failure mode is predictable: an expired certificate lets a crew onto a high-risk task, and the incident investigation finds the evidence buried in an email thread.

The fix is a Contractor Company record with three linked capabilities: insurance tracking (expiry-aware), training matrix (by person × skill), and active permits. Each capability is a standard Composer block — no new module needed. The workflow gate at permit issuance checks all three before it lets the permit be issued.

Tags: contractors · construction · oil & gas · permits