All Organisations – An area to view all organisations on your Centrik site
to add a new organisation.
1. Click on the ‘+ Add Organisation’ button
2. On the highlighted ‘General’ tab enter in the information relating to this organisation
Name – The name of the organisation
Location – The location of the organisation
TLA – The Three Letter Acronym of the organisation
Oversight Period – How many months you want to have oversight for
Internal? – defaulted to an external organisation.
Organisation Type – The type of org this is, selectable via the checkbox
3. Enter the information and click on the ‘Save’ button
4. Select the Key People tab.
5. Click on the ‘Edit’ button or click on a highlighted area to put the page into edit mode
6. Input the information in the boxes regarding the main point of contact
7. Under the Key Individuals area this is the area for the Regulator to enter their team including the Accountable Manager (if there is one) and any designated Inspectors (if an individual is within your organisations contact list you will be able to select them, you are able to add multiple individuals in this box)
8. After entering in all of the relevant information, click on the ‘Save’ button
9. Within the Contact tab you can enter in an individual from the added organisation as a contact or as a contact with system access. If a finding is raised during an audit this contact can respond with a corrective action plan, root cause analysis directly in Centrik.
10. Click on the ‘Add Contact’ button
11. Add in the Name of the contact, Job title, Email address alongside any other information you wish to include, and click on the ‘Save’ button
12. To grant them Centrik system access, click on the ‘Grant Access’ button and follow the steps of adding a contact