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External Parties
Contractors, suppliers and other external parties.
12 guides
Getting StartedForms & AuditsTasks & RemindersObligationsHuman ResourcesDocumentsRisk ManagementAsset ManagementExternal PartiesHazardous SubstancesReports & ChartsVisitor ManagementNoticeboardTimesheetsWorkplace CentreSystem Administration
Adding & managing external-party companiesHow to add a contractor or supplier company, edit its details, and activate, deactivate, or delete it.AdminsAdding & managing personnelHow to add personnel to an external-party company and manage their access and status.AdminsExternal Parties FAQAnswers to common questions about supplier links, credentials, and inactive suppliers.All usersExternal Parties module overview (companies vs personnel vs portal)A plain explanation of how companies, personnel, and the external-party portal relate to each other.All usersExternal-party access settings & login credentialsHow to configure what an external party can access and send them their login credentials.AdminsReviewing external-party documents (version control & sign-off)How staff review documents submitted by an external party, including version control and ongoing review tasks.All usersSending forms to external parties by emailHow to send a form to an external party by email, including choosing reviewers and pre-filled fields.AdminsSetting reminders & requirements for external partiesHow to set reminders and define required documents or services for an external party.AdminsSetting up External Parties: categories, services & document typesHow to configure the categories, service types, document types, and prerequisites used across External Parties.AdminsSubmitting & reviewing an external form (recipient view)What it looks like for an external party to receive, fill in, and sign off a form.All usersTracking the external form register & sending remindersHow to track outstanding external forms and send reminders, individually or in bulk.AdminsViewing a company's forms, audits & visitor registrationsHow to see all the forms, audits, and visitor registrations linked to a specific external-party company.All users
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