The Company page provides the logged-in user with the data fields to view or update the details of a Company. If the details are to be viewed only, the fields are read only i.e. not editable. The fields are editable however if they are to be modified by the logged-in user for example on creating a new Company or editing an existing Company.
When editable, fields with an asterisk (*) behind the field name are required fields and may not be left blank. Some fields are not available depending on whether the details are being viewed or edited or the Company is being created.
The Company Name field is only available on creating a new Company in which case it is required and must therefore be completed.
Enter the name of the company to be created in the system. Company names are unique in the system so make sure to use the full, legal company name to avoid duplications. If the client or contractor you are creating is an individual rather than a company or CC, enter the person’s full name and surname in this field.
Once created, company names cannot be changed so please double check the name for correctness, including spelling, before proceeding. In the event that a company was created with an incorrect name, the easiest way to remedy the problem is to Close the incorrect company and recreate it correctly.
The Company Type field is only available on creating a new Company in which case it is required and must therefore be completed. There are 3 possible company types.
Client company type designates a company or person that needs to commission and will ultimately pay for one or more construction projects and will therefore need safety specification(s) to be generated for the projects.
Contractor company type designates a company or person that will be involved in one or more construction projects as either a principal contractor or a subcontractor and will therefore need safety file(s) to be generated for these projects.
H&S Practitioner company type designates a Safety Practitioner or company of Safety Practitioners representing construction project clients and/or principal contractors and/or subcontractors. H&S Practitioner type companies creates Client and/or Contractor type companies and generates safety specification(s) and safety file(s) for them respectively.
Only companies of type Client and Contractor may be created via the Company page.
The Telephone field should be populated with the official telephone number of the company. The field is optional but should be completed if possible as the data may be used to pre-populate new project fields if applicable. Correct and complete data in this field reduces effort and minimises typing mistakes when creating new projects.
The Fax field should be populated with the official fax number of the company. The field is optional but should be completed if possible as the data may be used to pre-populate new project fields if applicable. Correct and complete data in this field reduces effort and minimises typing mistakes when creating new projects.
The Cell Phone field should be populated with the official cell phone number of the company. The field is optional but should be completed if possible as the data may be used to pre-populate new project fields if applicable. Correct and complete data in this field reduces effort and minimises typing mistakes when creating new projects.
The Email field should be populated with the official email address of the company. The field is optional but should be completed if possible as the data may be used to pre-populate new project fields if applicable. Correct and complete data in this field reduces effort and minimises typing mistakes when creating new projects.
The Address field should be populated with the legal address of the company. The field is optional but should be completed if possible as the data may be used to pre-populate new project fields if applicable. Correct and complete data in this field reduces effort and minimises typing mistakes when creating new projects.
The Postal Code field should be populated with the postal code of the company. The field is optional but should be completed if possible as the data may be used to pre-populate new project fields if applicable. Correct and complete data in this field reduces effort and minimises typing mistakes when creating new projects.
The Description field may be populated with a short description of the company and its operations. The field is useful for H&S Practitioner type companies registering more than one Client and/or Contractor type companies but is completely optional and for informational purposes only. It is not used to pre-populate any project fields.
The documentation generated by eSafeT can be customized to reflect a company or project logo or theme.
A Safety Practitioner can customize the documentation of all its Clients and Contractors by specifying a logo or page background(s) in the Safety Practitioner's Company Detail page.
A Safety Practitioner can also customize the documentation of a Client or Contractor by specifying a logo or page background(s) in the Company Detail page of the relevant Client or Contractor. If both a Safety Practitioner and a Client/Contractor logo or background are configured, the Client/Contractor configuration takes precedence.
A Client or Contractor can customize their documentation by specifying logo or page background(s) in their Company Detail page.
In addition to the configuration in Company Detail, the logo or theme for documentation can also be specified for a project in the Project Detail page, in which case the Project Detail configuration takes precedence.
The pages can be customised by populating either of:
Trying to load both a logo and a background will result in the following error being displayed:
The acceptable image file formats are:
Trying to load an image file with an unacceptable format will result in the an error similar to the following being displayed:
The page background for the pages of all documentation generated for the company can be derived from the company logo by uploading the company logo only. Each page will contain the logo in the top 25mm margin and aligned right by default or as specified by the value of the Logo Alignment field.
To configure the logo, click in the Logo field. The Upload Logo popup window which allows you to upload a new logo, remove a previously uploaded logo or disable an inherited Logo is displayed.
A new logo is uploaded by clicking on the Browse button to the middle, right of the Upload Logo window, browse for the logo file and double-click the logo file or select the file and click the Open button at the bottom right of the browse window. Most image type files can be uploaded but the logged-in user will be notified if the image format of the uploaded file is not recognised.
The logged-in user is returned to the Upload Logo window. The upload is completed by clicking the Ok button at the bottom right of the Upload Logo window. The logo will be resized to fit within the top 25mm margin of the pages and positioned at the top right of each page by default.
If the logo must be located on the left hand side or in the centre of the top margin, select the desired position from the Logo Alignment dropdown box.
If a previously uploaded logo needs to be removed, click on the Delete button on the bottom right of the Upload Logo window and then click the Ok button to complete the removal.
If an inherited logo needs to be disabled i.e. the logo of the owner H&S Practitioner company, click on the Use Blank button on the bottom, right of the Upload Logo window and then click the Ok button to complete the action.
If a logo was uploaded or deleted and the logged-in user decides to cancel the action before saving the Company changes, click the Reset button at the bottom right of the Upload Logo window.
The page background for the pages of all documentation generated for the company can be loaded as a complete background image. Separate images can be loaded for pages with a portrait orientation and pages with a landscape orientation but a single image may be used in which case only the Portrait Background field needs to be populated.
Uploaded background images are resized to the maximum size that will fit on an A4 page of the relevant orientation without changing the aspect ratio of the image. Most image type files can be uploaded but the logged-in user is notified on saving the Company changes if the format of the uploaded file(s) is not recognised as an accepted image format.
Background images are applied as follows:
Portrait Background Layout
Landscape Background Layout
Backgrounds configured by the user are not evaluated graphically so if the background results in very dark or black regions behind the text generated by eSafeT it will render the relevant text unreadable.
To configure the Portrait Background Image, click in the Portrait Background field. The Upload Portrait Background popup window which allows you to upload a new portrait background image, remove a previously uploaded portrait background image or disable an inherited portrait background image is displayed.
A new portrait background image is uploaded by clicking on the Browse button to the middle, right of the Upload Portrait Background window, then browsing for the image file and double-clicking the file or selecting the file and clicking the Open button at the bottom right of the browse window. The logged-in user is returned to the Upload Portrait Background window. The upload is completed by clicking the Ok button at the bottom right of the Upload Portrait Background window. Once uploaded, the image will be resized to the maximum size that will fit on an portrait oriented A4 page without affecting the aspect ratio of the image.
If the no landscape background image is uploaded, the image will also be be resized to the maximum size that will fit on a landscape oriented A4 page without affecting the aspect ratio of the image and used as the background of landscape oriented document pages .
If a previously uploaded Portrait Background needs to be removed, click on the Delete button on the bottom right of the Upload Portrait Background window and then click the Ok button to complete the removal.
If an inherited Portrait Background needs to be disabled i.e. the Portrait Background of the owner H&S Practitioner company, click on the Use Blank button on the bottom, right of the Upload Portrait Background window and then click the Ok button to complete the action.
If a portrait background was uploaded or deleted and the logged-in user decides to cancel the action before saving the Company changes, click the Reset button at the bottom right of the Upload Portrait Background window.
The process of managing the Landscape Background is exactly the same as the process of managing the Portrait Background. See Portrait Background Image
The Use Reference Number drop down box controls whether eSafeT uses company reference numbers when listing projects, searching for projects and naming project files. The field is required and the drop down selector provides 3 possible values.
Required - eSafeT will provide data fields and columns for a reference number. The data fields will be mandatory and require logged-in users to enter a reference number for each project.
Disable - eSafeT will not provide data fields or columns for a reference number and logged-in user will be unable to associate company reference numbers with projects.
Optional - eSafeT will provide data fields and columns for a reference number. The data fields will be optional and logged-in users may choose to enter a reference number for a project or not.
Clicking the Done button saves the changes made by the logged-in user. The Cancel button cancels the action and does not save any changes.
An area labelled Covid-19 only is displayed at the bottom of the page if the Company being edited is a Client or a Contractor. The fields in this area do not need to be completed. They are used to pre-populate the corresponding Project fields on creating a new Covid-19 Plan Project. Filling in these fields will ease the creating of projects if the Client or Contractor will be commissioning multiple projects needing Covid-19 Plans.
The Responsible Person field is optional. Enter the name of the person legally responsible for Covid-19 Health and Safety within the company, normally the CEO, Managing Member or Sole Proprietor.
The Designation field is optional. Enter the designation of the person entered in the Responsible Person field. The value would normally be CEO, Managing Member or Sole Proprietor.