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

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(Started renaming images to include a figure number and description)
(Updated image descriptions)
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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|500px|left]]<br clear=all>
+
[[File: afb4 person overview.png |thumb|500px|left|Figure 4. Person overview]]<br clear=all>
 
<br>
 
<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|500px|left]]<br clear=all>
+
[[File: afb5 person information.png |thumb|500px|left|Figure 5. Person information]]<br clear=all>
  
  
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'''E-mail address:'''
 
'''E-mail address:'''
  
:: Fill in the persons private e-mail address or use a selfmade business e-mail address.  
+
:: Fill in the persons private e-mail address or use a self-made business e-mail address.  
:: To make a selfmade business e-mail address: <span style="color: black; font-weight:bold"> initials/prefix.familiyname@zrcontractor.nl </span><br>
+
:: To make a self-made business e-mail address: '''initials/prefix.familyname@zrcontractor.nl'''
  
:: <span style="color: red; font-weight:bold"> This e-mailaddress is very important! </span>
+
:: <span style="color: red; font-weight:bold">This e-mail address is very important!</span>
  
  
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:: * To see or adjust his person information.
 
:: * To see or adjust his person information.
 
:: * To log in for the Helix Safety Instruction Contractors
 
:: * To log in for the Helix Safety Instruction Contractors
<br>
 
  
:: It is not allowed to make/use:<br>
+
 
:: info@...<br>
+
:: It is not allowed to make/use:
:: sales@...<br>
+
:: info@...
:: inkoop@...<br>
+
:: sales@...
 +
:: inkoop@...
  
  
 
:: Use other addresses such as:   
 
:: Use other addresses such as:   
:: initials/prefix.familiyname@zrcontractor.nl<br>
+
:: initials/prefix.familyname@zrcontractor.nl
 
:: private e-mail address
 
:: private e-mail address
<br>
+
 
  
 
:: Examples for a business e-mail address:<br>
 
:: Examples for a business e-mail address:<br>
 
:: {| class="wikitable"
 
:: {| class="wikitable"
 
|-
 
|-
| A.M.P. van der Velden || ampvander[email protected]
+
| A.M.P. van der Velden || amp.van-der[email protected]
 
|-
 
|-
 
| A.de Vries  || [email protected]
 
| A.de Vries  || [email protected]
 
|-
 
|-
| G. Pieterse  || gpieterse@zrcontractor.nl
+
| G. Pieterse  || g.pieterse@zrcontractor.nl
 
|}
 
|}
  
  
<span style="color: black; font-weight:bold"> Organisation: </span><br>
+
'''Organisation:'''
 
:: This is your employer and the subcontractors.  
 
:: This is your employer and the subcontractors.  
  
  
<span style="color: black; font-weight:bold"> Roles: </span><br>
+
'''Roles:'''
:: [[File: afb6 rollen.png |thumb|500px|left]]<br clear=all>
+
:: [[File: afb6 rollen.png |thumb|500px|left|Figure 6. Roles]]<br clear=all>
 
<br>
 
<br>
  
 
:: Here, you must make a choice.  
 
:: Here, you must make a choice.  
:: <span style="color: red; font-weight:bold"> Be carefull by making this choice because on this depends the required qualifications necessary at ZR. </span><br>
+
:: <span style="color: red; font-weight:bold"> Be careful by making this choice because on this depends the required qualifications necessary at ZR. </span>
  
  
  
 
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|500px|left]]<br clear=all>
+
[[File: afb8 go to person overview.png |thumb|500px|left|Figure 7. Person created popup]]<br clear=all>
<br>
 
  
 
Look for the name in the PERSON OVERVIEW.
 
Look for the name in the PERSON OVERVIEW.
[[File: afb9 look for the name.png|thumb|500px|left|]]<br clear=all>
+
[[File: afb9 look for the name.png|thumb|500px|left|Figure 9. Person overview]]<br clear=all>
<br>
 
  
 
You can scroll through all the names in the list,  but also search BY NAME.
 
You can scroll through all the names in the list,  but also search BY NAME.
When you have found the name/person, press ACCEPT.<br>
+
When you have found the name/person, press ACCEPT.
 
 
  
 
You go the next screen where you must accept the terms of agreement
 
You go the next screen where you must accept the terms of agreement
 
After this press NEXT
 
After this press NEXT
[[File: afb10 terms of agreement.png|thumb|500px|left|registered]] <br clear=all>
+
[[File: afb10 terms of agreement.png|thumb|500px|left|Figure 10. Accept agreement terms]] <br clear=all>
 
<br>
 
<br>
  
 
You must draw your signature in the box and SUBMIT
 
You must draw your signature in the box and SUBMIT
[[File: afb11 signature.png|thumb|500px|left|registered]] <br clear=all>
+
[[File: afb11 signature.png|thumb|500px|left|Figure 11. Place signature]] <br clear=all>
 
<br>
 
<br>
  
 
== Step 3: Edit  the person ==  
 
== Step 3: Edit  the person ==  
Now you must EDIT the PERSON<br>
+
Now you must EDIT the PERSON
  
 +
[[File: afb12 edit the person.png|thumb|500px|left|Figure 12. Edit person]] <br clear=all>
  
[[File: afb12 edit the person.png|thumb|500px|left|registered]] <br clear=all>
+
On the left side of the screen you see the PROFILE: this profile show the status of the person:
 +
GREEN means: all the data are entered
 +
RED means: data incomplete
  
On the left side of the screen you see the PROFILE: this profile show the status of the person: <br>
 
GREEN means: all the data are entered <br>
 
RED means: data incomplete<br>
 
<br>
 
  
In each tab you must edit the required information.
+
In each tab you must enter the required information.
[[File: afb13 required information.png|thumb|500px|left|registered]] <br clear=all>
+
[[File: afb13 required information.png|thumb|500px|left|Figure 13. Enter required information]] <br clear=all>
 
<br>
 
<br>
  
<span style="color: black; font-weight:bold"> Tab Person information </span><br>
+
'''Tab Person information'''
 
:: The home address is not the same as the residence address (stay in a hotel) shift the button: it changes to green.
 
:: The home address is not the same as the residence address (stay in a hotel) shift the button: it changes to green.
:: Person information, organisation and rolles are taken over from an earlier screen.<br>
+
:: Person information, organisation and roles are taken over from an earlier screen.
  
  
<span style="color: black; font-weight:bold"> Tab Identification </span><br>
+
'''Tab Identification'''
 
:: Do not use the personal number.
 
:: Do not use the personal number.
:: It is clear that a driverslicence is not allowed at ZR.
+
:: It is clear that a driver's licence is not allowed at ZR.
  
::[[File: afb14 tab identification.png|thumb|500px|left|registered]] <br clear=all>
+
::[[File: afb14 tab identification.png|thumb|500px|left|Figure 14. Identification tab]] <br clear=all>
 
<br>
 
<br>
  
<span style="color: black; font-weight:bold"> Tab Access control </span><br>
+
'''Tab Access control'''
 
:: You can skip this tab.<br>
 
:: You can skip this tab.<br>
  
  
<span style="color: black; font-weight:bold"> Tab Qualifications </span><br>
+
'''Tab Qualifications'''
 
:: Depending on the persons nationality the Portal shows the required QUALIFICATIONS, such as  VCA/SCC, A1, employer’s statement, Helix safety instructions contractors.
 
:: Depending on the persons nationality the Portal shows the required QUALIFICATIONS, such as  VCA/SCC, A1, employer’s statement, Helix safety instructions contractors.
 
:: At the top of the screen you see the required qualifications.
 
:: At the top of the screen you see the required qualifications.
  
:: [[File: afb15 tab qualifications.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb15 tab qualifications.png|thumb|500px|left|Figure 15. Qualifications tab]] <br clear=all>
 
<br>
 
<br>
  
<span style="color: black; font-weight:bold"> A1 declaration </span><br>
+
'''A1 declaration'''
 
:: Press ADD and the next screen appears:
 
:: Press ADD and the next screen appears:
:: [[File: afb16 a1 declaration.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb16 a1 declaration.png|thumb|500px|left|Figure 16. A1 declaration 1/1]] <br clear=all>
 
<br>
 
<br>
  
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:: [[File: afb17 declaration part2.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb17 declaration part2.png|thumb|500px|left|Figure 17. A1 declaration 2/2]] <br clear=all>
 
<br>
 
<br>
  
 
:: Press SUBMIT. The pop up SUBMIT SUCCEEDED appears, and press OK. The next screen appears.
 
:: Press SUBMIT. The pop up SUBMIT SUCCEEDED appears, and press OK. The next screen appears.
:: [[File: afb18 submit succeeded.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb18 submit succeeded.png|thumb|500px|left|Figure 18. Submit succeeded]] <br clear=all>
 
<br>
 
<br>
  
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<span style="color: black; font-weight:bold"> VCA / VCA vol / SCC </span><br>
+
'''VCA / VCA vol / SCC'''
 
:: If the  person has a Dutch nationality, the VCA document can be searched and found in the national database.<br>
 
:: If the  person has a Dutch nationality, the VCA document can be searched and found in the national database.<br>
  
:: [[File: afb19 vca.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb19 vca.png|thumb|500px|left|Figure 19. VCA 1/2]] <br clear=all>
 
<br>
 
<br>
  
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:: If not, this has to be done manually.<br>
 
:: If not, this has to be done manually.<br>
  
:: [[File: afb20 vca part2.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb20 vca part2.png|thumb|500px|left|Figure 20. VCA 2/2]] <br clear=all>
 
<br>
 
<br>
  
 
:: You must follow the procedure. When all the information needed is filled in, press SUBMIT<br>
 
:: You must follow the procedure. When all the information needed is filled in, press SUBMIT<br>
  
:: [[File: afb18 submit succeeded.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb18 submit succeeded.png|thumb|500px|left|Figure 21. Sumit succeeded]] <br clear=all>
 
<br>
 
<br>
  
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<span style="color: black; font-weight:bold"> Helix Safety instruction contractors </span><br>
+
'''Helix Safety instruction contractors'''
:: [[File: afb21 helix.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb21 helix.png|thumb|500px|left|Figure 22. Helix site safety exam]] <br clear=all>
<br>
 
  
  
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<span style="color: black; font-weight:bold"> Employer’s statement </span><br>
+
'''Employer’s statement'''
:: [[File: afb22 employers statement.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb22 employers statement.png|thumb|500px|left|Figure 23. Employers statement]] <br clear=all>
<br>
 
  
:: In this field, the document must be added. After this, press SUBMIT and this screen appears.<br>
+
:: In this field, the document must be added. After this, press SUBMIT and this screen appears.
  
:: [[File: afb18 submit succeeded.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb18 submit succeeded.png|thumb|500px|left|Figure 24. Submit succeeded]] <br clear=all>
<br>
 
  
 
:: '''Note:'''
 
:: '''Note:'''
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:: Fill in the required information and press SUBMIT<br>
 
:: Fill in the required information and press SUBMIT<br>
  
:: [[File: afb23 work permit.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb23 work permit.png|thumb|500px|left|Figure 25. Work permit]] <br clear=all>
 
<br>
 
<br>
  
 
:: On your screen appears INDIENEN GELUKT. Press OK and the following screen appears.<br>
 
:: On your screen appears INDIENEN GELUKT. Press OK and the following screen appears.<br>
:: [[File: afb24 goedkeuren.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb24 goedkeuren.png|thumb|500px|left|Figure 26. Approve permit]] <br clear=all>
 
<br>
 
<br>
  
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<span style="color: black; font-weight:bold"> NOTES </span><br>
+
'''NOTES'''
 
:: Here you can add any additional information.<br>
 
:: Here you can add any additional information.<br>
  
:: [[File: afb25 notes.png|thumb|500px|left|registered]] <br clear=all>
+
:: [[File: afb25 notes.png|thumb|500px|left|Figure 27. Notes]] <br clear=all>
  
  
  
 
If ALL the documents and additional information is processed, press SAVE.
 
If ALL the documents and additional information is processed, press SAVE.
[[File: afb26 save.png|thumb|500px|left|registered]] <br clear=all>
+
[[File: afb26 save.png|thumb|500px|left|Figure 28. Confirm changes]] <br clear=all>
  
 
CANCEL means that you add missing information in the menu’s<br>
 
CANCEL means that you add missing information in the menu’s<br>
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== Search for an organisation ==
 
== Search for an organisation ==
 
If you are looking for an organization, press on the left side in the menu on ORGANISATIONS and search by name
 
If you are looking for an organization, press on the left side in the menu on ORGANISATIONS and search by name
[[File: afb27 organisation.png|thumb|500px|left|registered]] <br clear=all>
+
[[File: afb27 organisation.png|thumb|500px|left|Figure 29. Organisation search]] <br clear=all>
 
<br>
 
<br>
  
  
For any problem concerning the Contractor Portal , contact the IQSoft HELPDESK
+
For any problem concerning the Contractor Portal , contact the IQ-Soft Helpdesk

Revision as of 07:29, 4 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

Figure 1. Enter address


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

Figure 2. Login screen


Step 2: Add a person

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

Figure 3. Main screen



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

Figure 4. Person overview



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

Figure 5. Person information



Additional information

E-mail address:

Fill in the persons private e-mail address or use a self-made business e-mail address.
To make a self-made business e-mail address: initials/[email protected]
This e-mail address 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:

Figure 6. Roles


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


When finished press ADD and you see a pop up:

Figure 7. Person created popup


Look for the name in the PERSON OVERVIEW.

Figure 9. Person overview


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

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

Figure 10. Accept agreement terms



You must draw your signature in the box and SUBMIT

Figure 11. Place signature



Step 3: Edit the person

Now you must EDIT the PERSON

Figure 12. Edit person


On the left side of the screen you see the PROFILE: this profile show the status of the person: GREEN means: all the data are entered RED means: data incomplete


In each tab you must enter the required information.

Figure 13. Enter required information



Tab Person information

The home address is not the same as the residence address (stay in a hotel) shift the button: it changes to green.
Person information, organisation and roles are taken over from an earlier screen.


Tab Identification

Do not use the personal number.
It is clear that a driver's licence is not allowed at ZR.
Figure 14. Identification tab


Tab Access control

You can skip this tab.


Tab Qualifications

Depending on the persons nationality the Portal shows the required QUALIFICATIONS, such as VCA/SCC, A1, employer’s statement, Helix safety instructions contractors.
At the top of the screen you see the required qualifications.
Figure 15. Qualifications tab


A1 declaration

Press ADD and the next screen appears:
Figure 16. A1 declaration 1/1


Answer YES or No to the question: Are you on the payroll within Netherlands.
When YES you don’t have to add this qualification; press OK
When NO, press NEXT and note the valid date of the declaration and upload the document.


Figure 17. A1 declaration 2/2


Press SUBMIT. The pop up SUBMIT SUCCEEDED appears, and press OK. The next screen appears.
Figure 18. Submit succeeded


Note:
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
When they have approved the qualification, you receive an e-mail to confirm.


VCA / VCA vol / SCC

If the person has a Dutch nationality, the VCA document can be searched and found in the national database.
Figure 19. VCA 1/2


Press ADD VCA/SOG DIPLOMAS AUTOMATICALLY.
If the person is known in the database, the information is automatically placed.
If not, this has to be done manually.
Figure 20. VCA 2/2


You must follow the procedure. When all the information needed is filled in, press SUBMIT
Figure 21. Sumit succeeded


Note:
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
When they have approved the qualification, you receive an e-mail to confirm.


Helix Safety instruction contractors

Figure 22. Helix site safety exam


Follow the same procedure and press SUBMIT when you have completed all information.
Any person who does not have an valid Helix Safety Instruction Contractors, must have followed this before starting to work at Zeeland Refinery.


Press here to see the manual handleiding Helix Veiligheidsinstructie Contractors


Note:
The person must log in tot the Helix Safety Instruction Contractor, with the e-mail address that is know in the Contractor Portal
If the Instruction is made with a positive result, the data are automatically processed in the Contractor Portal.


Employer’s statement

Figure 23. Employers statement

In this field, the document must be added. After this, press SUBMIT and this screen appears.
Figure 24. Submit succeeded

Note:
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
When they have approved the qualification, you receive an e-mail to confirm.


Work permit

Fill in the required information and press SUBMIT
Figure 25. Work permit


On your screen appears INDIENEN GELUKT. Press OK and the following screen appears.
Figure 26. Approve permit


Note:
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
When they have approved the qualification, you receive an e-mail to confirm.


NOTES

Here you can add any additional information.
Figure 27. Notes


If ALL the documents and additional information is processed, press SAVE.

Figure 28. Confirm changes


CANCEL means that you add missing information in the menu’s
CONFIRM means that all data stored.


Repeat this procedure of each new person.

Search for an organisation

If you are looking for an organization, press on the left side in the menu on ORGANISATIONS and search by name

Figure 29. Organisation search




For any problem concerning the Contractor Portal , contact the IQ-Soft Helpdesk