Overview

This release introduces two updates to how contractor insurance compliance is managed in CirrusFM:

• A new Rapid Global insurance integration, which connects CirrusFM to the Rapid Global platform to display contractor insurance compliance status.
• A new Not Applicable (N/A) exemption option for contractor insurance, which applies across all insurance setup types.
   

Rapid Global Insurance Integration

Rapid Global is a workplace safety and compliance platform used by businesses to manage contractor and supplier compliance, including insurance verification. CirrusFM now integrates directly with Rapid Global to display contractor insurance compliance status within your database.

When Rapid Global is selected as the active insurance setup type, CirrusFM connects to the Rapid Global platform and retrieves each contractor's compliance status using their ABN as the matching reference.

Contractors will display one of the following statuses:

Status		Meaning
Compliant (Green)		Insurance is valid and compliant on Rapid Global.
Prequalified (Yellow)		Insurance is present but nearing expiry.
Non-Compliant (Red)		ABN matched on Rapid Global but insurance is not compliant.
Not Connected (Grey)		No matching ABN found on Rapid Global.

Please note: The Rapid Global sync is one-directional. Insurance compliance status is pulled from Rapid Global into CirrusFM only. Uploading insurance documents in CirrusFM will not update your Rapid Global compliance records. Contractors must be marked as compliant on the Rapid Global platform before that status will appear in CirrusFM.

Setting Up the Rapid Global Integration

Your configuration details (Domain URL, Version, Client ID, and Client Secret) are provided to you by Rapid Global.

1. As an FM Administrator user, navigate to Administration (top right-hand corner) > Insurance Setup.
2. Under Setup Type, select Rapid Global from the dropdown.
3. Click the Configurations button.
4. Enter the following details as provided by Rapid Global:
   • Domain URL - the Rapid Global API base address
   • Version - the API version number
   • Client ID - your partner identifier provided by Rapid Global
   • Client Secret - your secret authentication key (masked by default; click the eye icon to toggle visibility)
5. The Base API Endpoint will be automatically generated from the Domain URL and Version you entered.
6. Click Save.

To update your configuration details at any time, navigate back to Administration > Insurance Setup > Configurations, make your changes, and click Save.

Syncing Rapid Global Contractor Insurance Status

To manually sync contractor insurance status:

1. Navigate to Administration > Insurance Setup.
2. Ensure Rapid Global is selected as the Setup Type.
3. Click the Sync Status button.

CirrusFM will retrieve the latest compliance data from Rapid Global and update each contractor's status based on their ABN. The system also automatically syncs contractor compliance data from Rapid Global overnight daily. Contractor statuses will update without any manual action required.

Viewing Rapid Global Contractor Insurance Compliance Status

On the Insurance Setup page:

1. Navigate to Administration > Insurance Setup.
2. Ensure Rapid Global is selected as the Setup Type.
3. The Status column will display the current compliance status for each contractor in your database.

You can check the Show Connected Only checkbox to filter the list to only contractors with a matching ABN on Rapid Global.

On an individual contractor record:

1. Navigate to Contractors.
2. Select the relevant contractor from the list.
3. Click on the Insurances tab.

The Insurances tab will display one of the following messages:

• Contractor is Rapid Global Compliant
• Contractor is Rapid Global Non-Compliant
• Contractor is not connected to Rapid Global

Please note: When Rapid Global is the active setup type, contractors with a Non-Compliant or Not Connected status will not be able to add or view insurance policies via the Insurances tab. Insurance compliance for these contractors is managed through the Rapid Global platform.

Rapid Global Status in Preferred Contractors Modals

When Rapid Global is the active insurance setup type, the Insurance column in the following modals will display each contractor's Rapid Global compliance coloured status rather than default contractor insurance information:

• Properties > Select a Property > Preferred Contractors > Add Contractors
• Properties > Select a Property > Assets > Select an Asset > Preferred Contractors > Add Contractors
• Services > Select a Service > Contractors > Add Contractors

Rapid Global Work Order Contractor Filtering

If the "Don't allow creation of work orders for contractors without required insurances" setting is enabled in your CirrusFM database, and Rapid Global is set as the Insurance Setup Type, contractor availability when creating a work order will be filtered based on Rapid Global insurance status.

With this setting ON:

Only contractors with the following statuses will be visible in the contractor dropdown when creating a new work order:

• Compliant (Green)
• Prequalified (Yellow)
• Not Applicable (N/A)

Contractors with a Non-Compliant (Red) or Not Connected (Grey) status will not appear in the dropdown.

With this setting OFF:

All contractors are visible and selectable when creating a work order, regardless of their insurance status.

Please note: Only Administrator FM users can enable or disable the "Don't allow creation of work orders for contractors without required insurances" setting, which is located in Administration > Form Settings.

Contractor Insurance Not Applicable (N/A) Exemption

A new Not Applicable (N/A) option is now available on the Insurance Setup page. This option allows you to exempt a contractor from mandatory insurance requirements - useful for contractors where insurance is not relevant or required.

The N/A option is available for all insurance setup types in CirrusFM, including Default, LinkSafe, Cm3, Rapid Global, and Other. It is not specific to Rapid Global.

When a contractor is marked as N/A, they will always be visible and selectable when creating a work order, even if the "Don't allow creation of work orders for contractors without required insurances" setting is enabled.

Marking a Contractor as Not Applicable (N/A)

1. As an FM Administrator user, navigate to Administration (top right-hand corner) > Insurance Setup.
2. Select the relevant Setup Type (e.g. Default or Rapid Global).
3. A list of contractors in your database will be displayed.
4. Under the Not Applicable column, check the checkbox next to the relevant contractor.

The change takes effect immediately. To remove the N/A exemption, follow the same steps and uncheck the checkbox.

Please note: The N/A status is retained if you switch between insurance setup types. Marking a contractor as N/A does not affect their insurance compliance status on any third-party platform such as Rapid Global - it only affects their visibility and selectability within CirrusFM when creating a work order.