There are three company notifications on the dashboard: Company pre-qualification, Company tasks and Company alerts. By clicking either the Verify or Manage buttons, you will be redirected to the pages in which you can manage these items.
You can have approvals for all task types (insurances, licence/permits and WHS documents). When configuring the tasks, you can choose to enable approvals. When the task is completed, it will appear in the Approvals tab in Companies for the administrators to approve or decline.
Company Alerts provides the function to notify companies of outstanding expired documents. With this feature, you can view all companies with expired documents and push through a notification email directly through the system.
Manage your alerts using the alert stages below. Select 'Un-Actioned' for all un-actioned alerts, 'Notified' for all alerts where the company administrator has been previously notified and 'Resolved' to see which companies have updated their previously expired document.
To action multiple alerts at once, select the desired rows using the checkboxes in the table, followed by the action you want to perform.
By clicking the three dots on the right-hand side of the company’s name, you will be given the option to either notify the admin or dismiss the notification.
Company reports have a single report type based on task statuses.
Click on the Reports tab to see the “Check company tasks status” report. This report works the same way as user-based reporting. Simply select and add which tasks you would like to report on and generate the report.
The report uses all the standard filtering, just like the user side of Altora.