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

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(Updated VCA information)
Line 110: Line 110:
  
  
:: '''<u>A1 declaration</u>'''
+
===== A1 declaration =====
:: Press ''ADD'' and the next screen appears:
+
Press ''ADD'' and the next screen appears:
:: [[File: afb16 a1 declaration.png|thumb|500px|left|Figure 13. A1 declaration 1/1]] <br clear=all>
+
[[File: afb16 a1 declaration.png|thumb|500px|left|Figure 13. A1 declaration 1/1]] <br clear=all>
  
:: Answer YES or No to the question: Are you on the payroll within Netherlands.
+
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 '''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.
+
:: When '''NO''',  press NEXT and note the valid date of the declaration and upload the document.
  
:: [[File: afb17 declaration part2.png|thumb|500px|left|Figure 14. A1 declaration 2/2]] <br clear=all>
+
[[File: afb17 declaration part2.png|thumb|500px|left|Figure 14. A1 declaration 2/2]] <br clear=all>
  
:: 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|Figure 18. Submit succeeded]] <br clear=all>
+
[[File: afb18 submit succeeded.png|thumb|500px|left|Figure 18. Submit succeeded]] <br clear=all>
  
:: '''Note:'''
+
'''Note:'''
:: When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
+
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
:: Once they have approved the qualification, you receive an e-mail with confirmation.
+
Once they have approved the qualification, you receive an e-mail with confirmation.
  
:: If information about a qualification is wrong or incomplete, please send an email to: [email protected]
+
If information about a qualification is wrong or incomplete, please send an email to: [email protected]
:: In this mail you ask to disapprove the qualification (which qualification and persons name).
+
In this mail you ask to disapprove the qualification (which qualification and persons name).
:: After the disapproval you will receive an email from [email protected] with confirmation.
+
After the disapproval you will receive an email from [email protected] with confirmation.
:: Now you can add the right or complete qualification
+
Now you can add the right or complete qualification
  
  
:: '''<u>VCA / VCA vol / SCC</u>'''
+
===== VCA / VCA vol / SCC =====
:: If the person has a Dutch nationality, the VCA document can be searched and found in the national database.
+
If the person has a Dutch nationality, the VCA document can be searched and found in the national database.
  
:: <span style="color: red; font-weight: bold">If the person is solely going to perform office related tasks and therefore does not have a VCA certificate. Please upload a document stating what kind of office related tasks the user will be performing.</span>
+
<span style="color: red; font-weight: bold">If the person is solely going to perform office related tasks and therefore does not have a VCA certificate. Please upload a document stating what kind of office related tasks the user will be performing.</span>
  
:: [[File: afb19 vca.png|thumb|500px|left|Figure 15. VCA 1/2]] <br clear=all>
+
[[File: afb19 vca.png|thumb|500px|left|Figure 15. VCA 1/2]] <br clear=all>
  
:: Press ''ADD VCA/SOG DIPLOMAS AUTOMATICALLY''
+
Press ''ADD VCA/SOG DIPLOMAS AUTOMATICALLY''
:: :: If the person is known in the database, the information is automatically displayed and can then be chosen.
+
:: If the person is known in the database, the information is automatically displayed and can then be chosen.
:: :: If not, information has to be entered manually.<br>
+
:: If not, information has to be entered manually.<br>
  
:: [[File: afb20 vca part2.png|thumb|500px|left|Figure 16. VCA 2/2]] <br clear=all>
+
[[File: afb20 vca part2.png|thumb|500px|left|Figure 16. VCA 2/2]] <br clear=all>
  
:: :: You must follow the procedure. When all the required information has been entered, press ''SUBMIT''
+
:: You must follow the procedure. When all the required information has been entered, press ''SUBMIT''
  
:: [[File: afb18 submit succeeded.png|thumb|500px|left|Figure 17. Sumit succeeded]] <br clear=all>
+
[[File: afb18 submit succeeded.png|thumb|500px|left|Figure 17. Sumit succeeded]] <br clear=all>
  
:: '''Note:'''
+
'''Note:'''
:: When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
+
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
:: Once they have approved the qualification, you receive an e-mail with confirmation.
+
Once they have approved the qualification, you receive an e-mail with confirmation.
  
:: If information about a qualification is wrong or incomplete, please send an email to: [email protected]
+
If information about a qualification is wrong or incomplete, please send an email to: [email protected]
:: In this mail you ask to disapprove the qualification (which qualification and persons name).
+
In this mail you ask to disapprove the qualification (which qualification and persons name).
:: After the disapproval you will receive an email from [email protected] with confirmation.
+
After the disapproval you will receive an email from [email protected] with confirmation.
:: Now you can add the right or complete qualification
+
Now you can add the right or complete qualification
  
  
:: '''<u>Helix Safety instruction contractors</u>'''
+
===== Helix Safety instruction contractors =====
:: [[File: afb21 helix.png|thumb|500px|left|Figure 18. Helix site safety exam]] <br clear=all>
+
[[File: afb21 helix.png|thumb|500px|left|Figure 18. Helix site safety exam]] <br clear=all>
  
:: Follow the same procedure and press SUBMIT when you have completed all information.
+
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.<br>
+
Any person who does not have an valid Helix Safety Instruction Contractors, must have followed this ''before'' starting to work at Zeeland Refinery.<br>
  
:: [[Contractor_Employee:_Helix_safety_instructions|Click here for the manual regarding Helix safety instructions]]
+
[[Contractor_Employee:_Helix_safety_instructions|Click here for the manual regarding Helix safety instructions]]
  
:: '''Note:'''  
+
'''Note:'''  
:: The person has to log in onto Helix Safety Instructions with the e-mail address known in the Contractor Portal
+
The person has to log in onto Helix Safety Instructions with the e-mail address known in the Contractor Portal
:: If the exam has been completed successfully, the result is automatically saved in the Contractor Portal
+
If the exam has been completed successfully, the result is automatically saved in the Contractor Portal
  
  
:: '''<u>Employer’s statement</u>'''
+
===== Employer’s statement =====
:: [[File: afb22 employers statement.png|thumb|500px|left|Figure 19. Employers statement]] <br clear=all>
+
[[File: afb22 employers statement.png|thumb|500px|left|Figure 19. Employers statement]] <br clear=all>
  
:: Upload the employers statement by clicking ''Browse'' and click ''Submit''
+
Upload the employers statement by clicking ''Browse'' and click ''Submit''
  
:: [[File: afb18 submit succeeded.png|thumb|500px|left|Figure 24. Submit succeeded]] <br clear=all>
+
[[File: afb18 submit succeeded.png|thumb|500px|left|Figure 24. Submit succeeded]] <br clear=all>
  
:: '''Note:'''
+
'''Note:'''
:: When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
+
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
:: Once they have approved the qualification, you receive an e-mail with confirmation.<br>
+
Once they have approved the qualification, you receive an e-mail with confirmation.<br>
  
  
:: '''<u>Work permit</u>'''
+
===== Work permit =====
:: Enter the required information and click ''Submit''.
+
Enter the required information and click ''Submit''.
  
:: [[File: afb23 work permit.png|thumb|500px|left|Figure 20. Work permit]] <br clear=all>
+
[[File: afb23 work permit.png|thumb|500px|left|Figure 20. Work permit]] <br clear=all>
  
:: After uploading the file you have to approve the upload to submit.
+
After uploading the file you have to approve the upload to submit.
:: [[File: afb24 goedkeuren.png|thumb|500px|left|Figure 21. Approve permit]] <br clear=all>
+
[[File: afb24 goedkeuren.png|thumb|500px|left|Figure 21. Approve permit]] <br clear=all>
  
:: '''Note:'''
+
'''Note:'''
:: When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
+
When you have submitted the qualification, the guard(s) at Zeeland Refinery receive an e-mail to approve the qualification.
:: Once they have approved the qualification, you receive an e-mail with confirmation.
+
Once they have approved the qualification, you receive an e-mail with confirmation.
  
:: If information about a qualification is wrong or incomplete, please send an email to: [email protected]
+
If information about a qualification is wrong or incomplete, please send an email to: [email protected]
:: In this mail you ask to disapprove the qualification (which qualification and persons name).
+
In this mail you ask to disapprove the qualification (which qualification and persons name).
:: After the disapproval you will receive an email from [email protected] with confirmation.
+
After the disapproval you will receive an email from [email protected] with confirmation.
:: Now you can add the right or complete qualification
+
Now you can add the right or complete qualification
  
  
 
+
==== Tab Notes ====
'''Tab Notes'''
 
 
You can add any additional notes/information. This information is visible for ZR.
 
You can add any additional notes/information. This information is visible for ZR.
  

Revision as of 11:28, 30 April 2020

Registering persons of your organization

Step 1: Add a person

Click on Persons in the menu to get an overview of persons registered to your organisation.

Figure 1. Main screen


Click on ADD PERSON, on the right side of the screen.

Figure 2. Person overview


In the screen below, all of the fields under Person information are required. When complete, press 'ADD'.

Note: use simple characters only or western names when entering information, do not use Cyrillic/Polish/Ukrainian etc. characters but western characters.
For example:
- Bogusław becomes Boguslaw
- Bożydar becomes Bozydar
- Дэлано becomes Delano
Figure 3. Person information



Additional information

E-mail address
Fill in the persons private e-mail address or use a self-made business e-mail address. Only fill in the private e-mail address if you're sure the person actually uses this ((because a password will be sent to this 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 use or create addresses like:
* info@...
* sales@...
* purchasing@...
Use other addresses such as: initials/[email protected] or the employees 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 4. Roles


Choose the appropriate role(s)
Be sure to choose the right roles as required qualifications are based on the selected roles.


When finished press ADD and you see the following pop up:

Figure 5. Person created popup


Look for the name in the Person overview.

Figure 6. Person overview


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

The following popup will be displayed where the terms of agreement need to be accepted. After checking the two boxes, click Next

Figure 7. Accept agreement terms


Place your signature in the required box and click Submit

Figure 8. Place signature


Step 2: Edit the person

To continue you now need to edit the person and enter more required information. Click on Edit person

Figure 8. Edit person


At the top you can see the persons status at a glance, the user either has access or no access. Below this status the qualifications required for this status are shown.

Figure 9. Person status


Each tab requires information; fields marked with an asterisk are required.

Tab Person information

If the home address is not the same as the residence address (eg. staying in a hotel) click the slider next to Residence address is different than home address.

Figure 10. Enter required information


Tab Identification

  • Do not use the personal number
  • Driver's license is not allowed for identification at ZR
Figure 11. 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 12. Qualifications tab



A1 declaration

Press ADD and the next screen appears:

Figure 13. 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 14. 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. Once they have approved the qualification, you receive an e-mail with confirmation.

If information about a qualification is wrong or incomplete, please send an email to: [email protected] In this mail you ask to disapprove the qualification (which qualification and persons name). After the disapproval you will receive an email from [email protected] with confirmation. Now you can add the right or complete qualification


VCA / VCA vol / SCC

If the person has a Dutch nationality, the VCA document can be searched and found in the national database.

If the person is solely going to perform office related tasks and therefore does not have a VCA certificate. Please upload a document stating what kind of office related tasks the user will be performing.

Figure 15. VCA 1/2


Press ADD VCA/SOG DIPLOMAS AUTOMATICALLY

If the person is known in the database, the information is automatically displayed and can then be chosen.
If not, information has to be entered manually.
Figure 16. VCA 2/2


You must follow the procedure. When all the required information has been entered, press SUBMIT
Figure 17. Sumit succeeded


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

If information about a qualification is wrong or incomplete, please send an email to: [email protected] In this mail you ask to disapprove the qualification (which qualification and persons name). After the disapproval you will receive an email from [email protected] with confirmation. Now you can add the right or complete qualification


Helix Safety instruction contractors
Figure 18. 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.

Click here for the manual regarding Helix safety instructions

Note: The person has to log in onto Helix Safety Instructions with the e-mail address known in the Contractor Portal If the exam has been completed successfully, the result is automatically saved in the Contractor Portal


Employer’s statement
Figure 19. Employers statement


Upload the employers statement by clicking Browse and click Submit

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. Once they have approved the qualification, you receive an e-mail with confirmation.


Work permit

Enter the required information and click Submit.

Figure 20. Work permit


After uploading the file you have to approve the upload to submit.

Figure 21. Approve permit


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

If information about a qualification is wrong or incomplete, please send an email to: [email protected] In this mail you ask to disapprove the qualification (which qualification and persons name). After the disapproval you will receive an email from [email protected] with confirmation. Now you can add the right or complete qualification


Tab Notes

You can add any additional notes/information. This information is visible for ZR.

Figure 22. Notes



Once ALL the information and required documents have been submitted, press Save

Figure 23. 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