Onsite Safety Onboarding

Onsite Safety Usage Articles in this section are for the users of the web appliance.	Onsite Safety Administration Articles in this section are for use by technical staff maintaining the database and integration.	Onsite Safety FAQ Articles in this section provide answers to frequently asked questions on the Onsite Inspect appliances.	Onsite Safety Release and Roadmap Info Onsite Safety Release Notes and Roadmap Details of the features delivered in specific platform releases and details of what is in the Roadmap for the product.	Onsite Safety Resource Centre Onsite Safety Ideas Portal Perspective Platform Resource Centre

Article Index

Overview

Eros 2023.4 provides a new way to bring suppliers into Onsite Safety, called Onboarding.

You will need to contact Insula to enable this functionality.

The process has three stages.

Inviting.
Registering.
Approval.

New roles

The following roles have been added;

Onsite Safety - Onboarding Management. Users with this role have access to the new Onboarding menu.
Onsite Safety - Onboarding Request Approver. Users with this role have access to the new Onboarding menu to approve requests.

Inviting

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.

When you press the Invite button, you are asked to enter an email address for the company. You will then see a dialog similar
to the one below;

When you click on the invite link, you enter the details for the organisation that you are inviting.

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

Registering

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

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.