Inspection Companies

Created On
Last Updated On
byDarpan Mistry
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Purpose

The main purpose of this module is to enable the administrator to manage Inspection Companies in the portal. Admin be able to add, update and delete the Inspection Companies in the portal.

Navigation Path

Path: Users Accounts > Inspection Companies

Listing Screen

View list of all the Inspection Companies that were previously added by the Administrator. Admin will have an option to add and update the Inspection Companies. Admin will be able to search the Inspection Companies using the filter option that is provided on the list. Admin can view the listing in two views; admin will have the option to change the view by clicking on “Change view” Button.

Table view

Grid View

Sorting: Admin can sort the list by Company Name, Owner Name, Contact Name, Status, Added by, Date Added, Short Name..

Text Search Filter: Admin can search from the list using the text inputs provided below.

Filter: Admin can filter the listing using Status Search, Company Name, Company Reg No., company category search, Company Classification Search, Finas Entity Code Search.

Option to Conditional search, refresh, export and Invite Users

Conditional Search/Filter: User will be able to search using below pop-up

  • Admin will be able to search conditionally i.e. the search must satisfy the conditions “Any” or “All” based on the selection
  • Multiple Field conditions can be added by clicking on “+” Button
  • Field conditions can be removed by clicking on “-” Button
  • Admin will have the option to select which field the input data needs to be compared and  searched upon
  • Criteria needs to be set to compared with inputted data text input. List of Criteria are mentioned below:
  • The text area will be provided to enter the data for comparison and search in the listing.

Export

  • Admin will have the option to export data in excel and PDF format
  • Admin can either select the columns  or all the columns based on the need
  • Admin can either export the current page records or all the record

Add New Company: To add Company, click on the “Add Company” button.

View Company Details

View Summary details of the Company

View Users: View a list of users who belong to the company and are added in the portal. Admin has an option to add new company users in the system.

  • Add Users: Admin will be able to add the user account from the company view as well. A Pop-up will appear where an admin needs to fill the user data and on submitting the form, a user account will be created.

View documents: View a list of documents uploaded by the company users in the system.

View Notes (if available): Option to add notes by clicking on Add notes or Reminders button

  • Add Notes: Notes can be added by adding “Remark” and uploading remark Documents.
  • Add Reminders: Reminder Notes can be added by adding “Remark”, Remind Date and uploading remark Documents

Option to View recent activities done for the company.

  • Option to edit the company and Evaluate Membership Category.

Add New Inspection Company Form

  • Admin will be able to add a new company from this page
  • Admin needs to fill the Company information to add a new company in the system.

Fields available in the Add User Account Form

  • Company Classification (Required): Select the Company Classification from the dropdown list.
  • Company Name (Required): Enter the Name of the company in text input.
  • Parent Company (Required): Enter the Name of the company. Upon entering the name of the company, the suggestion box will appear which consists of a list of companies.

  • Short Name: Enter the Short Name of the Company in text input.
  • Contact Name: Enter the Contact Name of the person belonging to the Company in text input.
  • Customer Code: Enter the Customer Code of the Company in text input.
  • Type of Company (Required): Select the type of company from the dropdown list.
  • Trading Name (Required): Enter the Trading Name of the Company in text input.
  • Nature Of Business (Required): Select the nature of the business from the dropdown list.
  • Type of Business (Required): Select the type of Business from the dropdown list.
  • Company Reg No (Required): Enter the Registration Number of the Company in text input.
  • Insurance Policy Number (Required): Enter the Insurance Policy Number of the Company in text input.
  • DPR License Number: Enter the DPR License Number of the Company in text input.
  • DPR Certificate Number: Enter the DPR Certificate Number of the Company in text input.
  • DPR Expiry Date: Select the DPR expiry date from the calendar.
  • CAC Certificate No (Required): Enter CAC Certificate Number in the text input.
  • Tax No. (Required): Enter the Tax Number in the text input.
  • Company Logo: Upload the company logo.
  • Managed By: Select if the account is managed by Customer or Supplier
  • Profile Image (Required): Upload the profile image of the company.

Contact details

  • Primary Number (Required): Select the ISD Code from the dropdown list and enter the phone number.
  • Alternative Number: Select the ISD Code from the dropdown list and enter the alternative number.
  • Email (Required): Enter the Email ID of the User in text input.
  • Company Website: Enter Website of the company in the text input
  • Address (Required): Enter the Address of the company in the text area.
  • Country (Required): Select the country of the company from the dropdown list
  • State (Required): The dropdown of the State will be populated based on the Country Selected. Select the state of the company from the dropdown list.
  • City (Required): The dropdown of the City will be populated based on the State Selected. Select the City of the company from the dropdown list.
  • Zip Code: Enter the Zip code of the company in the text input.

Manage Company

  • Status: Set the status of the company from the dropdown list – Active or Inactive

Referral Details

  • Referral (Required): Select “Yes” if the company is referred by any contact. Select “No”, if no referral

Enter Referral details (if admin selects referral is “Yes”, user need to enter the details of the referral.

  • Email (Required): Enter the Email ID of the Referral in text input.
  • Name (Required): Enter the Name of the referral in text input.
  • Referral Phone No. (Required): Select the ISD Code from the dropdown list and enter the referral phone number.
  • Attachments (Required): Upload attachment for the referral.
  • Remarks (Required): Enter the remark in the text area provided.

Edit Existing Company Form

  • Admin will be able to edit the Company entry from this page
  • Admin needs to fill the Company information to edit the company in the system.
  • Admin will be provided 6 tabs – Edit Company, Company Classifications, Company Bank Details, Documents, Departments & Company Wallets

Edit Company: This page is similar to Add New Company Info. Admin can edit the information of the company based on need.

Company Classifications: View list of added classifications. Admin will have the option to add multiple classifications in the list. To add new/ edit existing classification, Admin needs to click on “Add New” Button/ Click on the name of the existing classification name. Admin will also be able to search the classification using conditional search and filter text search.

  • Add/Edit Classification: Admin need to add the classification information on the form and save the form. Admin can also discard the form as well. On submitting the form successfully, the classification will be listed on the classification listing page.

Company Bank Details: View list of added Bank accounts in the portal. Admin will have the option to add multiple Company Bank Accounts in the list. To add new/ edit existing Bank Accounts, the admin needs to click on “Add New” Button/ Click on the name of the existing Bank account no. Admin will also be able to search the Bank details using conditional search and filter text search.

  • Add/Edit Bank Details: Admin needs to add the Bank Details on the form and save the form. Admin can also discard the form as well. On submitting the form successfully, the Bank Details will be listed on the Bank Details listing page.

Company Departments: View list of added Departments of the company in the portal. Admin will have the option to add multiple Company Departments on the list. To add new/ edit existing Departments, the admin needs to click on “Add New” Button/ Click on the name of the existing Departments. Admin will also be able to search the Bank details using conditional search and filter text search. Admin will have option to activate/de-activate departments as well.

Add/Edit Departments: Admin needs to add the department info in the form and save the form. Admin can discard the form as well. On submitting the form successfully, the department will be listed on the department listing page.

View Wallets Data: Admin will be able to view wallet data of the company on this page. Admin will be able to search wallet data using Text filter and Conditional Filter

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