Client approval is not required to accept a Resource Request

When a client associated with a supplier portal in MyPass requires personnel, a resource request is sent through in Projects. Suppliers can immediately confirm the Personnel for the role when the client turns off require approval functionality.


Interactive Tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
1. The first step is to open MyPass and click Projects.

Step 1 image

2. This is a resource request of the client. It is indicated by the lock icon beside the project name and the no fill project icon.

Step 2 image

3. Click the resource request to open.

Step 3 image

4. Click the role name and the number of Personnel requested by the client.

Step 4 image

5. Click the filter icon to show all of the Personnel in the portal.

Step 5 image

6. Click the checkbox beside ignore personnel classification to display all of the personnel regardless of their classifications.

Step 6 image

7. To choose a Resource Pool, click All My Personnel dropdown.

All My Personnel will show all the personnel across the resource pools in the portal.

Step 7 image

8. To show only the Personnel in a specific Resource Pool, click the pool name such as Onshore Personnel.

Step 8 image

9. The list of personnel is displayed with the percentage match to the role requirements. Click the Percentage % box to view the complied and missing requirements.

Step 9 image

10. This is the list of the Mandatory Requirements.

Green ✔ - Compliant
Red❌  - Missing
Red ✔ -  Not Compliant for the project (it will expire during the project as per the client's matrix requirements).

Step 10 image

11. Click the Personnel's name to open their profile on the side.

Step 11 image

12. This is the Personnel's profile to view, update, and add certificates, tags, and other info. Click to close.

Step 12 image

13. Hover to the side of the Personnel to be accepted and confirmed to this project.

Step 13 image

14. Click the ellipsis icon.

Step 14 image

15. Click Confirm.

Step 15 image

16. This is the Posting role details of the project. Update the details where necessary.

Step 16 image

17. Click Next to proceed.

Step 17 image

18. Click the message field and input an optional message to include in the notification email.

Step 18 image

19. Click Notify or Don't Notify as preferred.

Notify will send a notification email to the individual about the project role and update their calendar.

Don't Notify will not send a notification email to the individual but will update their calendar.

Step 19 image

20. The selected Personnel is confirmed. Click Confirmed bucket to view.

Step 20 image

21. Client will now have visibility over confirmed Personnel.

Step 21 image

22. To undo the Personnel from confirmed, click the ellipsis icon.

Step 22 image

23. Click Undo Confirmation. This will remove the client's visibility over the Personnel and unfill the resource request.

Step 23 image

24. That's it. You've now confirmed Personnel and accept a client resource request!

Step 24 image