The adding of organisations allows you to create the organisation within your Centrik system, once added you can include key contacts, organisational information and allow individuals access to your Centrik site. This will allow you to raise Actions for them to complete, answer findings, and allow them access to submit applications.
1. Click on the ‘Operators’ button, you arrive on the landing page allows you to search for organisations
2. Click on the ‘+ Add Organisations’ button.
3. Within the General tab complete the mandatory information that’s required
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
4. When complete click on the ‘Save’ button
Now you enter information about the main contact from the organisation.
5. Select the ‘Key People’ tab.
6. Click on the ‘Edit’ button, or click on the screen to place it into edit mode
7. Input the information in the boxes regarding the main point of contact of this organisation
8. After entering in all the relevant information, click on the ‘Save’ button
9. Select the ‘Contact tab, here can enter in an individual from the added organisation as a contact or as a contact with system access. If given system access and a finding is raised during an audit this contact can respond with a corrective action plan, and 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
13. Choose how they will log into Centrik (Authentication Method), a username is autogenerated but can be changed, a default password is provided
14. You are able to select if they are exempt from tracking alongside an email exemptions area, if they are to become a contact with access email notifications should remain enabled. It is also possible to hide this contact from your contacts list for all users not a Centrik Admin
15. Click on the ‘Save’ button.
An additional tab becomes active titled Access
16. Click on the ‘Access’ tab.
17. Click on the ‘Edit’ button or click on the screen to place it into edit mode.
The registry subsystems previously created are displayed, each subsystem has its own set of access rights.
18. Select the checkboxes that will enable system access to this user in the appropriate modules, the access right to Add and edit Own Applications and to See Applications is required for this contact / organisation to submit applications
19. When all the access rights required are icked click on the ‘Save’ button
20. Navigate back to the Organisation you are adding, under the Contacts are you will see the contacts added
21. Click on the ‘Reg Apps’ tab.
22. Click on the ‘Edit’ button.
23. Ensure that the area that the Registry area you wish to allow access to is selected by checking the checkbox
24. Click on the ‘Save’ button.
There are oversight areas to view (by selecting the appropriate tab), these include Findings, Occurrence reports, Approvals and associated items within the Relationship area.
These areas will become populated when a Finding is raised, an occurrence report submitted or via linking objects through the Config area of Centrik.