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The process of onboarding new suppliers to Safety has been simplified, allowing licensees to automatically assign inductions and compliance requirements to organisations registering on their Onsite Safety Portal.
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After entering an email address the user is then asked to supply
The type of supplier that they are registering.
Select their primary activity.
Type of supplier
Two new platform roles are used to determine the inductions and compliance items that will get automatically assigned when a supplier goes through the onboarding process.
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When registering, the user can select the option that applies to them.
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If the user selects Supply & Install, they will get the inductions and compliance requirements associated with both roles. Where there is a duplication in the requirements for compliance or an induction they will only have to do it once.
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You can manage the compliance for the two new roles in the Compliance Requirements section.
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Primary Activity
In addition to the roles for the organisation, it is also possible to define the primary activity roles for the contact that the organisation registers. Insula will work with you to set up the roles for automatic compliance.
Example
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In the compliance screen, you can define the requirements for each role.
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So for example if someone registers a bricklaying organisation and they are selected to be an Onsite Safety User.
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They get the linked role of (Acme)bricklayer;
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Inductions
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
You can manage the compliance for the two new roles in the Compliance Requirements section.
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Onboarding
The Onboarding process is started by selecting Register.
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Selecting the type of supplier
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The first thing the person doing the registration has to do is select whether the type of supplier that organisation they are . As soon as they have selected an option, the Next button is displayed.
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registering is Supply Only, Install Only or Supply & Install. This will determine the basic compliance requirements.
In addition to this, they must also choose their Primary Role / Activity. This will be used to determine any additional compliance requirements. This role will be used to set the compliance for the people that are registered and given the Onsite Safety User role.
Register
On this screen, the user supplies basic information about their organisation.
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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 should choose any of the roles that they hold within the organisation. As a minimum, they would select Staff and Safety
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When the user clicks Next they will see a progress bar as the registration details are processed.
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