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The organisation will then be shown in the Onboarding screen with a registration stage of Invited.

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Registering

When an organisation has been invited, they will receive an email with a link for them to register.

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When the supplier clicks on the Register button, they will be taken to the Account Registration screen where they select the type of supplier that they are then they click on the Next button.

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They will then enter details on several screens;

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Details of the person registering the business;

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Business Profile

Details of the business;

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Invite Contacts

Details of staff of the organisation.

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If the person that the user is adding will visit sites they must have the Onsite Safety option ticked.

Onboarding

This section has the inductions assigned to the primary role that they have selected.

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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 the Accept button, they will see a message;

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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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An email will be sent to the person who registered with this information.

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Validate

When you are satisfied with the information that has been supplied, click on the Validate button. You will see a message similar to the following;

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Approval

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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When all four areas of the business have approved the submission, the Approve button on the dialog becomes available;

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