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

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(Registering your own organisation in the portal)
 
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== 2 Registering your own organisation for the first time ==
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''(note: existing companies are migrated into this new system, in case of doubts please contact ZR Purchasing or ZR Guards, who can check this for you.)''
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 +
 +
 
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== 2.1 Contact Zeeland Refinery ==
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:: 1. 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. 
 +
<br>
 +
:: You have to provide, preferably by e-mail:
 +
::: a. Name of the company (fully spelled & correctly according the official registration)
 +
::: b. Country of your company
 +
::: c. VAT-nr (to uniquely identify your organisation)
 +
::: d. Initials, prefix (optional) & lastname of the contact person for your company  (ex: E. the Flyer)
 +
::: e. 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])
 +
::: f. Short textual description of the type of work you will do on ZR site.
 +
<br>
 +
:: 2. ZR Purchasing will, based on the provided information, perform a ‘basic registration’ of your company in the system, alongside the registration of a you as a contact person for this company.
 +
::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 002.png|thumb|left|Figure 1: E-mail as confirmation of the registration of you as a contactperson for your organisation]]<br clear=all>
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:: 3. A second mail will be send containing your credentials (username and a generated password).
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<br>
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== 2.2 First logon in the system ==
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<br>
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:: 4. 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.
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 003.png|thumb|500px|left|Figure 2: After first logon - change password and accept terms ]]<br clear=all>
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::: After you changed your password and accepted the terms & conditions, you will automatically be logged off for security reasons).
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<br>
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== 2.3 Fill in your  Organisation Data ==
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:: 5. Please logon again and now, you’ll see your organisation. 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.
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<br>
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'''2.3.1 General Data'''
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 004.png|thumb|500px|left|Figure 3: Requested Company Information –tab General Information ]]<br clear=all>
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::: Note: At any time you can save your progress by pressing the SAVE button. 
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<br>
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'''2.3.2 Uploading documents'''
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 005.png|thumb|500px|left|Figure 4: Requested Company Information – tab Documents ]]<br clear=all>
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::: 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: 
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::: {| class="wikitable"
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|-
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| * || Mandatory Document. When you do not have this, please upload a document explaining this.
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 006.png|center|Download a document]]
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|| Download a document
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 007.png|center|Delete a document ]]
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|| Delete a document
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 008.png|center|Hover your mouse above this for further information on this field ]]
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|| Hover your mouse above this for further information on this field
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|}
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<br>
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::: On the right side of the documents:
 +
::: {| class="wikitable"
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 009.png|center|Document not provided yet ]]
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|| Document not provided yet
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 010.png|center|Document awaiting ZR approval ]]
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|| Document awaiting ZR approval
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 011.png|center|Document approved]]
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|| Document approved.<br>Note ZR does not approve/disapprove individual documents, but all information as a whole -> this leads to all documents being approved/disapproved.
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|}
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<br>
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::: <span style="color: red"> Strong Advice: When available, upload the optional documents as well, as they can help to ease the judgement of ZR of your organisation approval. </span>
 +
<br>
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'''2.3.3 Fill in the questionnaire'''
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 012.png|thumb|500px|left|Figure 5: Requested Company Information – tab Questionnaire ]]<br clear=all>
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::: ZR has defined a questionnaire for your organisationtype, which requires answering.  Please provide all requested answers before 
 +
<br>
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== 2.4 Submitting all provided data for ZR approval ==
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::: When everything is filled in correctly you can issue all data for ZR approval by pushing the button SUBMIT FOR APPROVAL
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::: 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).
 +
::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 013.png|frameless|left|Submit organisation information for approval]]<br clear=all>
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::: After the confirmation, all information is no longer editable and a banner on the head of your organisation details page indicates this.
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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>
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<br>
 +
== 2.5 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.
 +
<br>
 +
'''2.5.1. ZR Approves your organisation'''
 +
::: If ZR approves your organisation, you will receive a mail indicating the approval.
 +
::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 015.png|frameless|left|Mail indicating the approval of your organisation]]<br clear=all>
 +
::: 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.
 +
<br>
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::: When you click on Organisations in the menu, you’ll see your organisation with an APPROVED indicator to the right.
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 016.png|frameless|left|Your organisation with an APPROVED indicator to the right]]<br clear=all>
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'''2.5.2 ZR Disapproves your organisation'''
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In case ZR does not (yet) approve your organis
 +
ation, 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
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::: - expired safety certificate
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 017.png|frameless|left|Your organisation data has been refused]]<br clear=all>
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::: <br> You will also see this as a banner in your organisation’s data:
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::: [[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 018.png|frameless|left|Incorrect registation]]<br clear=all>
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== 2.6 Duration of approved organisation ==
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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 keeping 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.
 +
'''2.6.1 Expired documents'''
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For some of the provided documents, a validity period, needs to be given. Example is for a company safety certificate (VCA), where both a start and end-date need to provided. You can upload new documents either when you have them or after you receive a notification by the portal about the expiration.
 +
'''2.6.2 Expired RFI/Questionnaire'''
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Before the validity period expires (after 5 years), 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.
 +
:: <span style="color: red"> 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 important you act on these messages! </span>
 +
== 2.7 Viewing Organisation Statuses ==
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A symbol on the organisation view indicates the status of the organisation. The following symbols exists:
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<br>
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{| class="wikitable"
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 019.png|frameless|center|registered]]
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|| Registered || Organisation is being registered and not submitted for approval
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 020.png|frameless|center|Waiting for approval]]
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|| Waiting for Approval || Organisation has been submitted for approval, ZR to have a look at it
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 021.png|frameless|center|Approved ]]
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|| Approved || Organisation is approved by ZR
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|-
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|
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[[File:Manual for Contactpersons of Organisations (UK) - Part 1 - Managing organisation Data 022.png|frameless|center|Declined]]
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|| Declined || Organisation is declined by ZR. Data can be changed by the contact person of the organisation and resubmitted for approval.
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|}
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<br>
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: <span style="color: red">Please note that access of persons to the site is depending on the status of your organisation. Only with organisation status Approved, your people will have access to the site.</span>

Revision as of 11:47, 25 February 2020

2 Registering your own organisation for the first time

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


2.1 Contact Zeeland Refinery

1. 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:
a. Name of the company (fully spelled & correctly according the official registration)
b. Country of your company
c. VAT-nr (to uniquely identify your organisation)
d. Initials, prefix (optional) & lastname of the contact person for your company (ex: E. the Flyer)
e. 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])
f. Short textual description of the type of work you will do on ZR site.


2. ZR Purchasing will, based on the provided information, perform a ‘basic registration’ of your company in the system, alongside the registration of a you as a contact person for this company.
Figure 1: E-mail as confirmation of the registration of you as a contactperson for your organisation

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


2.2 First logon in the system


4. 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 changed your password and accepted the terms & conditions, you will automatically be logged off for security reasons).


2.3 Fill in your Organisation Data

5. Please logon again and now, you’ll see your organisation. 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.


2.3.1 General Data

Figure 3: Requested Company Information –tab General Information

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


2.3.2 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.


2.3.3 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


2.4 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


2.5 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.


2.5.1. 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

2.5.2 ZR Disapproves your organisation In case ZR does not (yet) approve your organis ation, 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

2.6 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 keeping 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. 2.6.1 Expired documents For some of the provided documents, a validity period, needs to be given. Example is for a company safety certificate (VCA), where both a start and end-date need to provided. You can upload new documents either when you have them or after you receive a notification by the portal about the expiration. 2.6.2 Expired RFI/Questionnaire Before the validity period expires (after 5 years), 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 important you act on these messages!

2.7 Viewing Organisation Statuses

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

registered
Registered Organisation is being registered and not submitted for approval
Waiting for approval
Waiting for Approval Organisation has been submitted for approval, ZR to have a look at it
Approved
Approved Organisation is approved by ZR
Declined
Declined Organisation is declined by ZR. Data can be changed by the contact person of the organisation and resubmitted for approval.


Please note that access of persons to the site is depending on the status of your organisation. Only with organisation status Approved, your people will have access to the site.