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Inductions have been enhanced to allow you to specify roles that the induction will automatically be allocated to. Refer to this article for more information on linking inductions to contact roles.
You can link multiple inductions to the new roles.
Compliance
In the Compliance Requirements section, you can manage the compliance for the two new roles.
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Onboarding
The Onboarding process is started by selecting Register.
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The registration must take place from the licensees specific safety URL |
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Selecting the type of supplier
The first thing the person doing the registration has to do is select the type of supplier that they are. As soon as they have selected an option the Next button is displayed.
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Register
On this screen, the user supplies basic information about their organisation.
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Business Profile
On this screen, the user supplies more detailed information about their organisation.
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Inviting Contacts
In this screen the user supplies the names and contact details of all of the people within their organisation who will be working with the licensee.
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For each person the user shoul
When the user clicks Next they will see a progress bar as the registration details are processed.
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Onboarding
On this screen, the user will be led through the induction questions.
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When the user gets to the last question they will see the Submit Onboarding option.
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Required Documentation
After the user has submitted their onboarding information they can then supply their compliance items.
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The user can navigate between the compliance items using the hyperlinks
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When the user has added the last document they can submit them.
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They will then see the following message.
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Supplier Contact Registration
Each of the contacts that the person listed will receive an email inviting them to register on the platform.
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Processing Onboarding Requests
There is a new Administration menu option called Onboarding Requests. This shows all the onboarding requests that have been submitted but not yet accepted or declined.
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Click the link to see the inductions that were submitted.
Click the link to see the compliance items that were submitted. Note compliance items still need to be validated in the usual way.
Clicking Accept completes the Onboarding process.
Clicking Decline rejects the Onboarding request. NOTE the organisation will have to complete the whole process again if you Decline their submission.
Filters the list of Onboarding Requests to those organisations that have not submitted all of their compliance requirements.
Filters the list of Onboarding Requests to those organisations that have submitted all of their compliance requirements.
Used to filter the requests.