Emissão de credenciais de identificação de prestadores de serviços
Saiba como uma plataforma de homologação agiliza a emissão e o controlo de credenciais de identificação de prestadores de serviços.
GEDOC
17/04/2024
Insights · Free resources
Free document management and HSE resources
Four PDF templates for HSE, procurement, operations and compliance teams. Use them to organise contractor pre-qualification and document control, with or without a platform. The templates are currently available in Portuguese.
At a glance
How to use these templates
Four simple rules to get the most from the templates from day one.
01
Start with the requirements matrix
The matrix defines what the other templates control. Without it, the checklist and the expiry control have no basis.
02
Check the legal requirements
Validate requirements against official sources in your country. The examples in the templates refer to Portuguese law (Law no. 102/2009, Decree-Law no. 273/2003 and the ACT labour authority) and are indicative.
03
Collect only the data you need
Ask only for the personal data you need, in line with the GDPR. Also define how long each document is kept.
04
Agree responsibilities first
Use the RACI template before configuring profiles and notifications on a platform. Who validates, who approves and who is informed should be clear.
Download
Ready-to-use templates
Free PDF documents to use in your organisation.
PDFFree
Checklist: contractor pre-qualification
Reviews the company, workers and equipment before work starts on site. Each item is marked compliant, non-compliant or not applicable, with space for the final decision and signatures.
PDFFree
Document requirements matrix by company, worker and equipment
Brings together the requirement, scope, when it applies, validation criterion, validity and owner. A basis for configuring alerts and workflows on a platform.
PDFFree
RACI template for contractor document management
Assigns the process activities to HSE, Procurement, Operations, Contractor and Platform manager. Includes a completed proposal and a blank matrix.
PDFFree
Document expiry control guide
Identifies documents with expiry dates, suggests alert levels and describes what to do when a document expires. Includes an expiry log and a periodic checklist.
Insights
Articles on document management and HSE
Practical guides to go deeper into each template topic.
Gestão de seguros de acidentes de trabalho: O papel da gestão documental
Saiba como as plataformas de gestão documental controlam a validade dos seguros de acidentes de trabalho de trabalhadores e subcontratados.
GEDOC
15/04/2024
How AISP helps
When templates are no longer enough
With many contractors, documents and deadlines, manual management stops being viable. AISP implements the platform, configures the requirements and handles document validation and pre-qualification day to day.
Frequently asked questions
Frequently asked questions
Are the templates free, and can I adapt them?
Yes. The templates are free and adaptable, but the examples are indicative. Review them with your HSE, procurement and operations teams before use.
Which template should I start with?
The document requirements matrix. It defines what the checklist, the RACI template and the expiry guide will control.
When does it make sense to move to a platform?
When the volume of contractors, documents and deadlines can no longer be managed by hand. The templates serve as a basis for configuring the platform.
Want to move from templates to a digital process?
Show us how you manage your contractors today. We’ll show you how AISP makes that process work on a platform, in any country.