The registration screen contains information regarding insurance certificates and induction processes.
The registration status controls the ability to include/exclude the funeral company on service bookings. The Safe Work status is displayed for information on permit application screens.
Button Functions
Button
Description
Change Registration Attributes & Status
Switches to edit mode
Issue Safe Work Permit Number
Generates a sequential number
Regenerate Safe Work Permit
Updates the safe work permit number where it needs to be re issued
Standard Field List
Field
Description
Associated Business Process
Registration Status
Selection list of statuses, includes Pending, Current, On Hold, Expired, Banned, Inactive
Current status required for funeral companies to be used in Cremation / Burial bookings.
Registration (Project/SLA) Number
Text field to cross-reference with special projects
Site
Multi-selection list
Public Liability Insurance Certificates on File
Checkbox indicating Public Liability certificate has been stored on file.
Public Liability Insurance Expiry Date
Date field indicating date of expiry of the Public Liability Insurance.
Public Liability Insurance Reminder Sent Date
Date field indicating the date in which a reminder was sent.
Professional Indemnity Insurance Certificates on File
Checkbox indicating Professional Liability certificate has been stored on file.
Professional Indemnity Insurance Expiry Date
Date field indicating date of expiry of the Professional Liability Insurance.
Professional Indemnity Insurance Reminder Sent Date
Date field indicating the date in which a reminder was sent.
Workcover Insurance Certificate on File
Checkbox indicating Workcover Insurance has been stored on file.
Workcover Insurance Exemption Certificate on File
Checkbox indicating Workcover Insurance Exemption certificate has been stored on file.
Site Induction Date
Date field indicating date of site Induction.
Job Safety Analysis on File
Checkbox denoting a Job Safety Analysis is stored on file.
Site Safety Plan on File
Checkbox denoting a Site Safety Plan is stored on file.
Safe Work Permit Number
Registration number
System generated using Issue button
Safe Work Permit Start Date
Date field outlining the Start Date of the Work Permit
System generated when number is assigned
Safe Work Permit Expiry Date
Date field outlining the Expiry Date of the Work Permit
