Instruction Guide
- Step 1: Navigate to “External Parties” and select “Companies”.
- Step 2: Click “+Add New” and enter the company’s name.
- Step 3: Select Yes or No to show the Company name in forms.
- Step 4: Select a category and service type from the dropdowns.
- Step 5: Add the affiliated workplace (department) and branch.
- Step 6: Enter Contact Details,(phone number, web address, account number, and registration number).
- Step 7: Add any notes, location details and attach any necessary files
- Step 8: Add Personnel by clicking Add New and Enter necessary Personnel details and click Save
- Step 9: Add Company Requirements by clicking Add New and Enter necessary details and click Save.
If the External Parties Module is not visible in the menu, it means you do not have the required permissions.
Please contact your company’s System Administrator to request access.