The companies section can be used to manage contracting companies. Here you can save company contact & license details, verify an ABN, leave interval reviews and much more.
Before you begin adding companies, you will first need to create a form (go to Update Form) for companies to fill out. Here you will be able to choose the type of information you would like your contracting companies to supply.
- You will then be taken to a form builder similar to the builder in your induction setup. In the form builder you can add fields, entering text for the title of the field then selecting the type of field you would like from a dropdown. The field types you can choose from include:
- Text (for basic information such as a name or phone number)
- Date
- Upload (for things like SWMS)
- Caption (to separate the form into sections)
- Textbox (for larger text entries)
- Dropdown (for multiple choice questions)
- License (for uploads with expiry dates such as Workers Compensation)
- Radio Buttons (for multiple choice questions that permit more than one choice selection)
- Checkboxes (for multiple choice questions)
- Once you have finished setting up the form, you have the option to turn on digital signing before you save and preview the form. The form can be updated at any time.
In the companies area, you will see a gearbox icon on the right hand side. When this is selected, various options will be displayed that allow you to change the way the area is set up.
You can then head back to the companies area and select "Register a Company". This will display a screen with two options; send the company contact the registration link displayed or register the company yourself.
When a company has registered, you can review their information and then head to "Approve" to allow the company contact access to their own dashboard.