Manage Companies
Manage company details, and track insurance, licences and safety documentation through the administrator view with the following steps.
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 + New Company button and follow the prompts on the screen.
Company Profile
Each Company's current and historic tasks can be seen on its profile page. To the left of the screen are the company details; these can be edited anytime. More information on each of these sections can be found below.
Assignments
All task types assigned to each company are displayed under Assignments.
Every row displays a status, the task title, and a renew/submit button to action an item. Toggling the plus sign (+) will show more details for each task underneath.
You can view historic or completed records by selecting the Submitted tab. This has a similar view to toggles to reveal more details for each task.
Filters
Filter your list by type or status. Select 'Filter' to toggle these filter options.
Notify
You can send the company administrators of a company notification emails by clicking the Notify button. There are two types of notification emails that you can send to your companies:
New Assignments: Will advise the company administrators that there are new tasks that they have been assigned to.
Reminder to complete all: Will send a reminder to the company administrator advising them that they have outstanding tasks to complete.
Manage Company Assignments
Click Edit Assignments under the Assignments tab to update the current company task assignments.
Company Rating and Comments
Enhance a company profile record by adding comments (up to 200 characters) and a 1-5 star rating for each Company. This can be added under the Comments tab. Multiple comments can be added against a company's profile to ensure previous records can be maintained while displaying the most recent information.
Company Access Portal
If you prefer companies to submit and renew their assignments and manage their own workers, you can enable the Company Access Portal (CAP). The Company Administrator is responsible for submitting all assigned tasks to that Company and keeping their details up to date. Additionally, Company Administrators can invite their workers to complete their inductions.
To read more on how to enable the CAP, click here: Enable Company Access Portal
Company Details
Company details are listed on the right panel of the Company Profile screen. Clicking the Edit Details button in the top right corner will reveal a slide-in panel to update the Company's details.
There are three navigational tabs: Details, Address and Contacts
Details
This form allows you to update the Company's details. There is a combination of text and drop-down fields*; 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 Company's profile image, as depicted below.
You may also delete a company at the bottom of this section. Please note that deleting the company will permanently and irretrievably remove this company, all of its details and completions from the system.
*To learn how to manage the drop-down fields, please click here: Create & Manage Company Fields
Address
Business and postal address entries are available. Make sure you click 'Save' before moving between tabs.
Contacts
There are three types of contacts under the company: Administration Contact, Safety Contact & Accounts Contact.
The contacts are not administrators for the CAP, but instead a way to log additional contact details under the company.