--- title: How to Manage Supplier Accreditations   description: Manage supplier accreditations and certifications to ensure compliant contractors are performing work at your site --- [Skip to content](https://help.fmiworks.com/knowledge/how-to-manage-supplier-accreditations#main-content) English Show submenu for translations [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new?hsLang=en) [Go to Customer Portal](https://help.fmiworks.com/support?hsLang=en) [![Logo.svg\]](https://help.fmiworks.com/hubfs/Logo.svg)](https://www.fmiworks.com/) Open main navigation Close main navigation - English Show submenu for translations - [Log a Ticket](https://help.fmiworks.com/knowledge/kb-tickets/new) - [Go to Customer Portal](https://help.fmiworks.com/support) Get expert help, any time you need it - There are no suggestions because the search field is empty. 1. [Help Centre](https://help.fmiworks.com/knowledge?hsLang=en) 2. [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en) 3. [Supplier Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#supplier-management) # How to Manage Supplier Accreditations   ## Manage supplier accreditations and certifications to ensure compliant contractors are performing work at your site This article is for FMI Works users who have been given the permission of Works Coordinator ### **How Accreditations work**  In FMI Works, Accreditations include any credential, certification, or documentation that your organisation requires from external contractors that are completing work at your site/s.  If you are using Accreditations in your organisation for the first time, see Getting Started with Accreditations, to ensure you have first set up the Accreditation Types you need. There are two options for uploading accreditations.  > **Option 1:** Upload accreditations on behalf of your suppliers. > > **Option 2:** Suppliers upload their own accreditations using the Contractor Portal**.  ** ### **Option 1: Upload accreditations on behalf of your suppliers** Accreditations can be uploaded at two levels: - Company level, e.g., Public Liability Insurance.  - Personal level, e.g., Police Checks for individual employees. #### **Company level supplier accreditations** Go to the *Services* module and select *Suppliers > Supplier List.* Locate the supplier company and select the pencil icon to edit their record.   On the *Edit Supplier* screen, go to the *Accreditations* tab. Select *Add.* ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-27-02-2780-AM.png) Complete the following mandatory fields. - **Accreditation Type**: Select the appropriate Type from the dropdown list.   - **Cert/Licence Number**: Enter the certificate, license, or accreditation number.  - **Accreditation Name**: For example, ‘Public Liability Insurance’. - **Valid From**: Enter the date or click on the down arrow to select from the calendar.   - **Renewal Date**: Enter the date or click on the down arrow to select from the calendar.  ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-27-10-9973-AM.png) Select *Save.* Upload the *Accreditation Documents* by selecting *Add.* ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-27-20-4694-AM.png) To validate the accreditation, select the checkbox next to *Visual Check* to confirm that the information entered has been verified and is valid.  Select *Save* and repeat the above steps for all required accreditations.  #### **Employee level supplier accreditations** Go to the *Services* module and select *Suppliers > Supplier List.* Locate the supplier company and select the pencil icon to edit their record.   Go to the *Employees* tab. Locate the relevant employee and click on their name.   ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-27-34-5255-AM.png) On the *Edit Supplier Employee* screen under *Employee Accreditations* select *Add.*  ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-27-59-3285-AM.png) Complete the following mandatory fields. - **Accreditation Type**: Select the appropriate Type from the dropdown list.   - **Cert/Licence Number**: Enter the certificate, license, or accreditation number.  - **Accreditation Name**: For example, ‘Working with Children’. - **Valid From**: Enter the date or click on the down arrow to select from the calendar.   - **Renewal Date**: Enter the date or click on the down arrow to select from the calendar.  ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-29-02-7120-AM.png) Select *Save.*  Upload the *Accreditation Documents* by selecting *Add. *  ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-29-25-7351-AM.png) To validate the accreditation, select the checkbox next to *Visual Check* to confirm that the information entered has been verified and is valid.   Select *Save* and repeat the above steps for all required accreditations.  ### Option 2: Suppliers upload their own accreditations Suppliers [upload their own accreditations](https://help.fmiworks.com/knowledge/how-to-upload-accreditations?hsLang=en) using the Contractor Portal. Note: When using accreditations for the first time, you will need to notify your contractors about the accreditations your organisation requires for them to perform work at your site/s. It is important to complete this step if you want to prevent work orders being assigned to non-compliant suppliers. #### **Verifying Pending Accreditations ** Once your supplier has uploaded their accreditations via the Contractor Portal, your FM team needs to perform the final step of verifying the information provided. Go to the *Services* module [dashboard](https://help.fmiworks.com/knowledge/using-the-services-dashboard?hsLang=en) and find the list of *Pending Accreditations.* Review the information and *Accreditation Documents* to ensure the provided information is correct and valid. If so, select the box next to *Visual Check.* Once the accreditation has been verified:  - It will no longer show under *Pending Accreditations. * - A green tick will be displayed next to the accreditation in the Contractor Portal. ### Assigning work orders to suppliers When assigning a work order to a supplier, their current accreditation status will be indicated by the following icons on the *Work Order Details* tab. - Green tick: Accreditations are up to date and have been verified. - Yellow triangle: Accreditations are up to date, but an accreditation is coming up for expiry.  - Red exclamation mark: An accreditation has expired or has not yet been verified.  ![](https://help.fmiworks.com/hubfs/undefined-Sep-18-2023-03-29-40-0838-AM.png) Note: If you have set up a rule to block work orders being assigned to non-compliant contractors (see [How to Enable Mandatory Supplier Accreditations](https://help.fmiworks.com/knowledge/how-to-enable-mandatory-supplier-accreditations?hsLang=en)), a red cross means you will either have to upload and validate a current accreditation or assign the work to an alternate compliant contractor.    ### **More information **  See [Getting Started with Accreditations](https://help.fmiworks.com/knowledge/getting-started-with-supplier-accreditations?hsLang=en) and [How to Enable Mandatory Accreditations](https://help.fmiworks.com/knowledge/how-to-enable-mandatory-supplier-accreditations?hsLang=en). - [Resources](https://help.fmiworks.com/knowledge/resources?hsLang=en#main-content) - [Getting Support](https://help.fmiworks.com/knowledge/resources?hsLang=en#getting-support) - [Overviews](https://help.fmiworks.com/knowledge/resources?hsLang=en#overviews) - [Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#set-up) - [Advanced Set Up](https://help.fmiworks.com/knowledge/resources?hsLang=en#advanced-set-up) - [Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#main-content) - [FMI Works Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#fmi-works-product-updates) - [Pulse Product Updates](https://help.fmiworks.com/knowledge/product-updates?hsLang=en#pulse-product-updates) - [Technical & Security](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#main-content) - [Application Programmer Interface (API)](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#application-programmer-interface-api) - [Cloud Specifications](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#cloud-specifications) - [Operational Requirements](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#operational-requirements) - [Security Policies](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-policies) - [Security Updates](https://help.fmiworks.com/knowledge/technical-security?hsLang=en#security-updates) - [Facility Teams](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#main-content) - [Assets](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#assets) - [Dashboards & Reporting](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#dashboards-reporting) - [Financial](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#financial) - [Locations](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#locations) - [Planned Maintenance](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#planned-maintenance) - [Standard Requests](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#standard-requests) - [Supplier Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#supplier-management) - [User Management](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#user-management) - [Work Orders](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#work-orders) - [Attachments](https://help.fmiworks.com/knowledge/facility-teams?hsLang=en#attachments) - [Requesters](https://help.fmiworks.com/knowledge/requesters?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/requesters?hsLang=en#accessing-fmi) - [Requests](https://help.fmiworks.com/knowledge/requesters?hsLang=en#requests) - [Contractors](https://help.fmiworks.com/knowledge/contractors?hsLang=en#main-content) - [Accessing FMI](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accessing-fmi) - [Accreditations & Inductions](https://help.fmiworks.com/knowledge/contractors?hsLang=en#accreditations-inductions) - [Quotes](https://help.fmiworks.com/knowledge/contractors?hsLang=en#quotes) - [Work Orders](https://help.fmiworks.com/knowledge/contractors?hsLang=en#work-orders) [![FMI](https://help.fmiworks.com/hs-fs/hubfs/FMI%20Logo%20Orange-1.png?width=99&height=33&name=FMI%20Logo%20Orange-1.png "FMI")](https://www.fmiworks.com/) Copyright © 2026, FMI Software Pty Ltd trading as FMI Works