Difference between revisions of "Contact person:Registering persons of your organisation"

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== Step 1: Log in ==
 
== Step 1: Log in ==
 
Enter in the addressbar at the top of the screen:  https://zeelandrefinery.iqsoft.nl or https://zrcontractor.nl<br>
 
Enter in the addressbar at the top of the screen:  https://zeelandrefinery.iqsoft.nl or https://zrcontractor.nl<br>
[[File: afb1 adressbar.png |thumb|left|Figure 1: Go to zeelandrefinery.iqsoft.nl or zrcontractor.nl]]<br clear=all>
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[[File: afb1 adressbar.png |frameless|left]]<br clear=all>
 +
<br>
  
 
Log in at the Contractor Portal with your username and password. They were send to you after finishing the application procedure.
 
Log in at the Contractor Portal with your username and password. They were send to you after finishing the application procedure.
[[File: afb2 iqsoft.png |thumb|left|Figure 2: Log in at the Contractor Portal]]<br clear=all>
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[[File: afb2 iqsoft.png |frameless|left]]<br clear=all>
 
 
  
 
== Step 2: Add a person ==
 
== Step 2: Add a person ==
 
You will now see the menu below. Press PERSONS, on the left side in the menu bar.
 
You will now see the menu below. Press PERSONS, on the left side in the menu bar.
[[File: afb3 Persons.png |thumb|left|Figure 3: Press PERSONS on the left side in the menu bar]]<br clear=all>
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[[File: afb3 Persons.png |frameless|left]]<br clear=all>
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<br>
  
 
Now you see the menu PERSON OVERVIEW, press ADD PERSON, on the right side of the screen.
 
Now you see the menu PERSON OVERVIEW, press ADD PERSON, on the right side of the screen.
[[File: afb4 person overview.png |thumb|left|Figure 4: Press ADD PERSON, on the right side of the screen]]<br clear=all>
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[[File: afb4 person overview.png |frameless|left]]<br clear=all>
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<br>
  
 
In the screen below, all fields PERSON INFORMATION are required. When complete, press ADD.
 
In the screen below, all fields PERSON INFORMATION are required. When complete, press ADD.
[[File: afb5 person information.png |thumb|left|Figure 5: All fields PERSON INFORMATION are required ]]<br clear=all>
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[[File: afb5 person information.png |frameless|left]]<br clear=all>
  
  
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<span style="color: black; font-weight:bold"> Roles: </span><br>
 
<span style="color: black; font-weight:bold"> Roles: </span><br>
:: [[File: afb6 rollen.png |thumb|left|Figure 6: Select a role ]]<br clear=all>
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:: [[File: afb6 rollen.png |frameless|left]]<br clear=all>
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<br>
  
 
:: Here, you must make a choice.  
 
:: Here, you must make a choice.  
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<span style="color: black; font-weight:bold"> Project: </span><br>
 
<span style="color: black; font-weight:bold"> Project: </span><br>
 
:: By selecting PROJECT there is just one option: ZR Organisatieketen
 
:: By selecting PROJECT there is just one option: ZR Organisatieketen
:: [[File: afb7 project.png |thumb|left|Figure 7: Select ZR Organisatieketen ]]<br clear=all>
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:: [[File: afb7 project.png |frameless|left]]<br clear=all>
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<br>
  
  
 
When finished press ADD and you see a pop up:  
 
When finished press ADD and you see a pop up:  
[[File: afb8 go to person overview.png |thumb|left|Figure 8: Press GO TO PERSON OVERVIEW ]]<br clear=all>
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:: [[File: afb8 go to person overview.png |frameless|left]]<br clear=all>
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<br>
  
 
Look for the name in the PERSON OVERVIEW.
 
Look for the name in the PERSON OVERVIEW.
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:: [[File: afb9 look for the name.png|frameless|left|]]<br clear=all>
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<br>
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You can scroll through all the names in the list,  but also search BY NAME.
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When you have found the name/person, press ACCEPT.<br>
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 +
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<span style="color: black; font-weight:bold"> Terms of agreement: </span><br>
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:: You go the next screen where you must accept the terms of agreement
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:: After this press NEXT
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:: [[File: afb10 terms of agreement.png|frameless|left|registered]]

Revision as of 11:13, 2 March 2020

Registering persons of your organization

Step 1: Log in

Enter in the addressbar at the top of the screen: https://zeelandrefinery.iqsoft.nl or https://zrcontractor.nl

Afb1 adressbar.png



Log in at the Contractor Portal with your username and password. They were send to you after finishing the application procedure.

Afb2 iqsoft.png


Step 2: Add a person

You will now see the menu below. Press PERSONS, on the left side in the menu bar.

Afb3 Persons.png



Now you see the menu PERSON OVERVIEW, press ADD PERSON, on the right side of the screen.

Afb4 person overview.png



In the screen below, all fields PERSON INFORMATION are required. When complete, press ADD.

Afb5 person information.png



Additional information

E-mail address:

Fill in the persons private e-mail address or use a selfmade business e-mail address.
To make a selfmade business e-mail address: initials/[email protected]
This e-mailaddress is very important!


The person must use this e-mail address to:
* To see or adjust his person information.
* To log in for the Helix Safety Instruction Contractors


It is not allowed to make/use:
info@...
sales@...
inkoop@...


Use other addresses such as:
initials/[email protected]
private e-mail address


Examples for a business e-mail address:
A.M.P. van der Velden [email protected]
A.de Vries [email protected]
G. Pieterse [email protected]


Organisation:

This is your employer and the subcontractors.


Roles:

Afb6 rollen.png


Here, you must make a choice.
Be carefull by making this choise because on this depends the required qualifications necessary at ZR.


Project:

By selecting PROJECT there is just one option: ZR Organisatieketen
Afb7 project.png



When finished press ADD and you see a pop up:

Afb8 go to person overview.png


Look for the name in the PERSON OVERVIEW.

Afb9 look for the name.png


You can scroll through all the names in the list, but also search BY NAME. When you have found the name/person, press ACCEPT.


Terms of agreement:

You go the next screen where you must accept the terms of agreement
After this press NEXT
registered