Last updated: November 19, 2024
What are companies in eAuditor?
Learn about the Companies feature in eAuditor and how to efficiently track and manage the contractor companies your organization works with.
- The Companies feature is currently in Early Access. If you're interested, go to the web app , select Companies from your organization name on the lower-left corner, and click Get Early Access. Is Companies not in your menu? Reach out to your Customer Success Manager to express your interest.
What are companies in eAuditor?
The Companies feature in eAuditor helps organizations maintain an organized register of contractor companies they work with. It allows administrators to efficiently manage contractor details, primary contacts, workers, and key compliance documents, such as certifications and licenses.
You can categorize contractor companies by type and manage their details through their company profiles. Additionally, you can add users to a company, monitor user activity, and track the validity and expiration dates of stored documents associated with each company.
- If you have "Companies: Manage" permission, you can view and manage contractor companies associated with your organization.
Exploring Companies in eAuditor
Exploring Companies in eAuditor
Easily organize and manage contractor companies under different types to provide a way to categorize the companies you engage with, ensuring you reach the right contractors for each project.
When adding a company, you can also view its status within each company type to see if a contractor meets essential requirements, such as certifications or insurance. This status helps you quickly assess whether the company is compliant or needs follow-up to meet compliance standards.
Company profile
Within a company’s profile, you can view all relevant company details, such as phone numbers and email addresses, ensuring key contacts are easily accessible for communication. You can also add users to a company and view a complete list of associated workers, providing a clear overview of everyone actively engaged with the specific contractor.
In addition, you can keep track of each associated user’s activity across the platform, including relevant inspections, reported issues, and assigned actions. Tracking these activities helps assess each user’s compliance and performance across the different areas of the platform, such as Inspections, Issues, and Actions.
Documents on companies
Easily store and manage important company documents, like insurance certificates, contracts, and budgets, securely in one place. Categorize them by type and track expiration dates to receive alerts and stay on top of expiring documents. You can also archive outdated documents and easily restore them when needed to keep your space organized.
Filter credentials by company
To improve the efficiency of managing credentials within your workforce, you can filter them by the contractor company they are associated with. This allows you to monitor validity and stay on top of expiration dates for each company user’s credentials.
