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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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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 All staff who will work onsite should have the Onsite Safety option ticked.
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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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There is a new Administration menu option called Onboarding Requests. This shows all the onboarding requests 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
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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 and or completed all of their inductions.
Filters the list of Onboarding Requests to those organisations that have submitted all their compliance requirements and completed all of their inductions.
Used to filter the requests.