Manage company details, track insurance, licences and safety documentation through the administrator view with the following steps.
From the module selector, select 'Company Layer'. 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 Company' button and follow the prompts on screen.
All current and historic tasks for each company can be seen on their profile page. To the right of the screen are the company details, these can be edited anytime. More information on each of these sections can be found below.
Assigned Tasks & Submitted
All task types assigned to each company is displayed under Assigned Tasks.
Every row displays a status, the title of the task and a renew/submit button to action an item. Toggling the plus sign (+) will display more details for each task underneath.
You can view historic or completed records by selecting the Submitted tab. This has a similar view with toggles to reveal more details for each tasks.
Filter your list by type or status. Select 'Filter' to toggle these filter options and follow the video below.
If your preference is for companies to submit and renew their own safety documentation, you can invite a 'Company Admin'. The 'Company Admin' is responsible for submitting all assigned tasks to that company and keeping their details up to date. Additionally, 'Company Admins' have the ability to invite their own workers to register for an account and complete their induction.
To invite and remove a 'Company Admin', watch the video below. Invites are valid for 7 days only, once expired, a new invite will need to be sent.
Company details are listed on the panel of the Company Profile screen. Selecting the 'edit' link will reveal a slide in panel to update the Company's details.
There are two navigational tabs:
This form allows you to update the company's details. All fields are free text inputs however, the ABN field is dynamic and with a valid ABN - it will automatically populate the Entity Name for that company. Please make sure the ABN entered is correct.
To change the status of a company, choose Active or Inactive. This status change will be reflected as a green or red circle next to the companies profile image, as depicted below.
Business and postal address entries are available. Make sure you 'Save' is selected before moving between tabs.
To view workers who are associated with each company, select 'View Workers'.
Access company settings by selecting the 'Settings' button under the company name. A slide-in panel from the right will appear with the options below.
Manage Company Assignments
Select 'Manage Assignments' to view and/or update existing company tasks assignments. Watch the video below to learn how to assign tasks to a company.
To delete a company, select the 'Delete Company' button and confirm.