Online Induction >> Online Induction Tutorials

Archive Companies

Archiving takes inactive companies out of your day-to-day list, so admins work faster and are less likely to refer to the wrong contracting company. Meanwhile it keeps their induction and compliance records safe for audits and makes it easy to reactivate them if they come back. 


How to Archive and Restore a Company

Admins and Supervisors with full company permissions can archive a company by opening its Company Profile in the MANAGE CONTRACTING COMPANIES area and choosing Archive from the ACTION menu.


Archived companies are still able to login and access their account. If they do login, the Company will automatically restore and appear in the main company list. Restore an archived company via the ACTION button in the profile. 



View Archived Companies


View archived companies by selecting the ARCHIVED tile at the top od the screen, or by selecting the SHOW ARCHIVED checkbox in the filter settings. 

Archived companies will be shaded Yellow. 






 
  • Create the induction types first
  • Enter in the steps you want per induction type
  • Upload or create content per step
  • Create notifications
  • Link to your portal from your website
  • Tell your users to register
 


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