Companies

These are the companies that are by default, already in the platform.

The user may ADD, EDIT, and DELETE in any case that it needs to be amended. It will save time and efficacy in work by doing so.

When adding a NEW COMPANY, just go to the ‘Settings’ tab, then COMPANIES.

It will show the default companies, and on the upper right, click on the ADD NEW COMPANY

Fill in the information of the company that is to be added to the platform.

The LOGO BELOW is optional but would be best to upload one for better identification.

Click ADD.

The added company should show on the page of COMPANIES.

For necessary changes, make use of the hand-like and the trash bin icons beside its description.

The hand-like icon is to EDIT, while the trash bin icon is to DELETE

To EDIT

To DELETE

IMPORT NEW COMPANY

This is for a large number of companies because this will be through an excel file, which will be filled out and imported back to the platform.

This saves time on adding a new company one by one, instead, fill it out on a spreadsheet and then just upload it back.

On the same page of the ASSET STATUS, go to ACTIONS, then look for IMPORT NEW COMPANIES.

The user will have the option to download its template and then fill it out when it has been downloaded.

Fill out the necessary information on the spreadsheet.

Download the file that has been filled out.

Click on NEXT, then a MAP FIELD will be shown with all the guideline on the template.

The Import spreadsheet will look like this and should be viewable on the company’s page.

Company's Page

Was this article helpful?

Related Articles

Need Support?

Can't find the answer you're looking for?
Contact Support