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

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:: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 014.png|frameless|left|information is no longer editable]]<br clear=all>
 
:: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 014.png|frameless|left|information is no longer editable]]<br clear=all>
  
== Step 5: Approval/Disapproval by ZR ==
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= Step 5: Approval/Disapproval by ZR =
 
The ZR Purchasing department will have a look at the data you provided and will either APPROVE or NOT APPROVE your company based on the provided information.
 
The ZR Purchasing department will have a look at the data you provided and will either APPROVE or NOT APPROVE your company based on the provided information.
  

Revision as of 09:52, 12 October 2021

Registering your own organisation

(note: existing companies (prequalified by ZR before March 1, 2020), are migrated into this new system, in case of doubts please contact ZR Purchasing or ZR Guards, who can check this for you.)


Step 1: Contact Zeeland Refinery and provide basic organisation data

Note: This step is only required in case your company is not registered yet in our system AND you are not a SUBCONTRACTOR (when you are a subcontractor, your company is registered by your MAIN CONTRACTOR.

Please contact the purchasing department of ZR and ask for the registration of your company or contact one of the ZR purchasers you are in contact with.
You have to provide, preferably by e-mail:

  • Name of the company (fully spelled & correctly according the official registration)
  • Country of your company
  • VAT-nr (to uniquely identify your organisation)
  • Initials, prefix (optional) & lastname of the contact person for your company (ex: E. the Flyer)
  • E-mail address that willl be used for all communication from the portal to your company, preferrably not linked to a person (eg: [email protected])
  • Short textual description of the type of work you will do on ZR site.


ZR Purchasing will, based on the provided information, perform a ‘basic registration’ of your company in the system. You will be registered as a contact person for your company. You will receive a mail similar to the one shown about this.

Figure 1: E-mail as confirmation of the registration of you as a contactperson for your organisation

A second mail will be send containing your credentials (username and a generated password).

Step 2: First logon in the system

Upon your first logon to the portal, you will have to change your generated password and accept the terms & conditions. As both Zeeland Refinery and our software provider IQPass International B.V. both will process your data, you have to accepts both terms.

Figure 2: After first logon - change password and accept terms

After you've changed your password and have accepted the terms & conditions, you will automatically be logged off for security reasons.

Step 3: Fill in your Organisation Data

Please logon again and now, you’ll see your organisations data. As the contact person for your organisation you have to fill in the organisation details, upload the requested documents and fill in the questionnaire as requested by Zeeland Refinery. These are all visible under different tabs.

Step 3.1 General Data

Figure 3: Requested Company Information –tab General Information

Note: At any time you can save your progress by pressing the SAVE button.

Step 3.2 Uploading documents

Figure 4: Requested Company Information – tab Documents

Note: in this figure you’ll see that the first two documents have been uploaded already. Further symbols are on the left side of the documents:
* Mandatory Document. When you do not have this, please upload a document explaining this.
Download a document
Download a document
Delete a document
Delete a document
Hover your mouse above this for further information on this field
Hover your mouse above this for further information on this field
On the right side of the documents:
Document not provided yet
Document not provided yet
Document awaiting ZR approval
Document awaiting ZR approval
Document approved
Document approved.
Note ZR does not approve/disapprove individual documents, but all information as a whole -> this leads to all documents being approved/disapproved.
Strong Advice: When available, upload the optional documents as well, as they can help to ease the judgement of ZR of your organisation approval. In case you cannot upload a mandatory dcument, please upload a statement indicating why you cannot do it, this reason will then be taken into consideration

Step 3.3 Fill in the questionnaire

Figure 5: Requested Company Information – tab Questionnaire

ZR has defined a questionnaire for your organisationtype, which requires answering. Please provide all requested answers before

Step 4: Submitting all provided data for ZR approval

When everything is filled in correctly you can issue all data for ZR approval by pushing the button SUBMIT FOR APPROVAL.
You’ll get a popup asking for your confirmation as you cannot edit your data anymore (and before ZR has taken a decision to approve or not).

Submit organisation information for approval

After the confirmation, all information is no longer editable and a banner on the head of your organisation details page indicates this.
information is no longer editable

Step 5: Approval/Disapproval by ZR

The ZR Purchasing department will have a look at the data you provided and will either APPROVE or NOT APPROVE your company based on the provided information.

Option 1: ZR Approves your organisation

If ZR approves your organisation, you will receive a mail indicating the approval.
Mail indicating the approval of your organisation

Only AFTER the approval of your company, you can register persons belonging to your company who need to work on ZR site (either in offices, or in the field). In case no people work on ZR site (if you only work remotely, or only deliver material) you do not have to register persons and the process is finished.
When you click on Organisations in the menu, you’ll see your organisation with an APPROVED indicator to the right.
Your organisation with an APPROVED indicator to the right

Option 2: ZR Disapproves your organisation

In case ZR does not (yet) approve your organisation, you will be notified by a mail indicating this including the reason.
In the example hereafter, the reasons given by ZR are:

  • incorrect chamber of commerce registration
  • expired safety certificate
Your organisation data has been refused


You will also see this as a banner in your organisation’s data:
Incorrect registation

Duration of approved organisation

After approval by ZR, your organisation is approved for 5 years. However, during this period you may receive several mails indicating some data will expire. The ZR Contractor Portal helps you to keep the data up-to-date by indicating twice (you will not be spammed), several weeks before the expiration that you need to upload updated information.

Possible event 1: Expiring validity of (one of your) documents

For some of the uploaded documents, a validity period applies. Example is for a company safety certificate (VCA), where both a start and end-date needs to provided upon the upload. When the end-date will be reached you will receive a reminder to upload a new version. You can upload new documents either when you have them or after you receive a notification by the portal about the expected expiration. Obviously, when you have uploaded a new version, you will not be reminded again.

Possible Event 2: Expiring Validity of your whole Prequalification

A Prequalification is also called an RFI. Before the validity period expires (normally after 5 years, but ZR can deviate from this), you need to completely review and renew your organisation’s data (changes to made, new documents to be uploaded, new questionnaire to be filled in). If you do this timely, and ZR approves it, you are again approved for 5 years.

If you do not renew your RFI, or don’t do this timely, you’re organisation becomes not approved and persons do not have access to the site anymore. It is very important you act on these messages!

Organisation Statuses and Symbols

A symbol on the organisation view indicates the status of the organisation. The following symbols exists:

registered
Registered Organisation is registered but has NOT yet submitted it's data for approval by ZR (action: organisation)
Waiting for approval
Waiting for Approval Organisation has been submitted for approval, ZR has to take a decision on it (action: ZR)
Approved
Approved Organisation is approved by ZR (no action needed)
Approval Renewal
RFI Update Organisation is still approved by ZR, but re-approval is necessary as it expires soon (action: organisation)
Approval Renewal
RFI Update: Wait for approval Organisation is still approved by ZR, but re-approval is awaiting ZR decision(action: ZR))
Declined
Declined Organisation is declined by ZR. Data can be changed by the contact person of the organisation and resubmitted for approval (action: organisation)
Please note that access of persons to the site is depending on the status of your organisation. Only with a green organisation status ("Approved", "RFI Update" & "RFI Update: Wait for approval", your people will have access to the site.

When you're finished with the registration of your own organisation AND your organisation is APPROVED by ZR, you can either:

Special Procedures

Changing the contact person of your organisation (or add another contact person)

Step 1: Add the new contact person

The old contact person should add the new contact person to the portal, if he does not already exist in the portal (see here).
In case the person already exists in the portal, go to Step 2.
When the old contact person of your organisation no longer exists in the system or for some reason can’t perform this anymore, please contact ZR Purchasing with the information described in the next step and ask to create a new contact person for the organisation.

Step 2: Send a mail to ZR Purchasing

In the mail, mention as subject "Change Request for contactperson for an organisation". You can send the mail to [email protected]
In the mail, make sure you provide the following:

  • The organisation name
  • The old contact person (name and e-mail address)
  • The new contact person (name and e-mail address)
  • Is the new contact person already in the portal (Yes/No)
  • New contactperson: Replace existing Contactperson Or Add as extra contact person
  • Your contact details (in case ZR has questions)


Step 3: Receive mail about your account creation

On the provided mail address of the new contactperson, a mail will be delivered that the new account has been created with a temporary password.

Step 4: Logon for the first time

Change your password and accept the terms and conditions and check if you can see your organisation’s data. When you encounter any issues with this, please contact ZR Purchasing.