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You will need to contact Insula to enable this functionality.
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Starts the Invite process (Detailed below).
Search filter for a s[specific organisation.
Filters for the organisations to show based on their current position within the onboarding process.
Organisation records showing their position within the onboarding process.
Header \ Icon | Definition |
|---|---|
Days | Number of days since the onboarding process began. |
I | The number of incomplete inductions. |
C | The number of missing compliance items. |
 | Onboarding approval from Procurement. |
 | Onboarding approval from Production (Construction) |
 | Onboarding approval from Finance / Operations |
 | Onboarding approval from HSEQ (Safety) |
Stages of Onboarding
The Onboarding process has three stages.;
Inviting.
Registering.
Approval.
New roles
The following roles have been added;
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Onsite Safety - System Administrators automatically have access to the new functionality.
Inviting
| Note |
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When Onboarding you must use your licensee specific URL |
When Onboarding is enabled, the Register button on the login screen is removed. To add a contact to Onsite Safety they have to be invited.
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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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They will then enter details on several screens;
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Profile
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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Required Documentation
This section is where they enter the compliance items that have been assigned to the role that the user selected;
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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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Submission
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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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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An email will be sent to the person who registered with this information.
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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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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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