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When all items have been entered, the user will see a screen similar to the one below.
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Approval
When the organisation has submitted their onboarding details they will appear in the Onboarding screen with a Registration Stage of Submitted.
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When the user clicks on Accept button, they will see a message;
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Validating
The validating stage is where the licensee reviews the information that has been supplied. To review the information, the user clicks on the Organisation hyperlink.
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The user can then view the details of the registration.
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More Info
If, after reviewing the supplied information, the user decides more information is required, they can select the More Info action.
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The user can then supply details on the additional information that is required.
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An email will be sent to the person who registered with this information.
Provide Update
If the user wants to send an update to the new supplier on how their onboarding process is progressing, they can select the Provide Update action.
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The user can then supply the update information.
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An email will be sent to the person who registered with this information.
Validated
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Approve
The final stage of onboarding is to get approval from 4 business areas.
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When pressed the following dialog is displayed;
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To approve, the user must either be a Safety Administrator of have the new role Onsite Safety - Onboarding Request Approver.
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As each area marks the submission as approved a tick appears in the Onboarding table so it is easy to see which departments have approved the submission.
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When all four areas of the business have approved the submission the Approve button on the dialog becomes available;
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The user will see the following dialog;
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The supplier will then be sent an email advising that their submission was approved.