Altora is an all-in-one induction platform that helps you manage and deliver inductions to your contractors, subcontractors, employees and/or workers. Our approach to software focuses on implementing simple-to-use tools that will allow you to manage company tasks such as insurances and keep track of compliance for every individual company. The following guide is a basic overview intended to help you set up your CMS to start managing contractor compliance.
Step 1 – Brand Your System
Under Account Settings, navigate to Appearance and find System Branding. Add your company logo, paying attention to the recommended sizing. You can also change the colour scheme to align with your branding.
Scroll down to the Welcome Screen section, where you can customise the contact information and welcome message, which displays on the end user's login page. Be sure to press Save.
Now access the Notifications tab, choose Custom under New Account Registration Message, where you can type a custom email message for new end-user registration emails.
Be sure to press Save Changes.
Step 2 – Create Company Tasks
There are many different types of tasks that you can request a company to complete such as insurances, licences, and a variety of safety documents. Please refer to this article for more information on these task types.
To create new Company Tasks go to Settings > Company > Tasks and click the Manage button next to the type of task you wish to create. Once in the manage section of the desired task click the button to create a new task. From there follow the prompts to enter the required details of the company task.
Step 3 – Set up Pre-Qualification
You can choose to pre-qualify third-party companies to ensure that they meet all compliance needs. This involves sending an invite through Altora to the company, which will then complete an application.
Before inviting companies to complete pre-qualification, you will first need to set up your pre-qualification flow by following these three simple steps:
a) Navigate to Settings > Company > Pre-qualification within your Altora admin dashboard.
b) Upload a questionnaire for your potential contracting companies. If you require a questionnaire, you can download a template here.
c) Afterwards, you can add ‘Tasks’ such as any relevant licences, permits or insurances that you require for pre-qualification.
Step 4 – Add New Companies
From the menu bar, select the Companies tab. This will display a list of all companies you can manage. Select the View button to manage each company's records.
To add a new company, select the +Add New button and follow the prompts on the screen. You can select a company to go through the pre-qualification requirements* or skip ahead to add them into the system.
Congratulations, you have now fully set up Altora!