Company Registrations
Purpose
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
|
System generated +12 months from issue
|
|
Consumer Affairs Registration
|
Selection list: yes/no
|
|
|
Description (of works)
|
Free form text
|
|
|
Last Audit Date
|
Date field to record last review date
|
|
|
Next Audit Date
|
Date field to record next review date
|
|
|
Notes
|
Free form text
|
|
|
Site Supervisor
|
Look to staff
|
|