User Guide: Creating New Companies
Contents
1. User Guide Creating New Companies Rev 06 AN 20C kane D a A a eo DP Adding New Companies to the Database C In the System Navigation area of the screen click on the beside System Setup and select Company List from the expanded list Click on the Create New Item icon found at the top left hand corner of the upper screen EY Projects r J Refresh G3 Exit Online Barts The London Training Syste ae Barts amp The London Training 7 Inbox 17 LE Contracts oe ie Barts EL Central Registry ae Documents Z Deleted Documents Unapproved Documents 3 E a System Functions fit Master Data ce Harthope Tunnel 1 BMP ITSD Training p The London T System Setup 1 Expand the System Set Up area of the System Le Contract dr _ _ 2 Highlight a alias Company List E rojeci In the bottom screen type In the company details Note 1 Company Initials and Company Name are mandatory fields that must be completed Note 2 When typing in company initials try to use initials that are relevant to the company Note 3 If the company postcode matches an existing postcode in the company list an alert message will appear Possible Duplicate Company asking the user to confirm or change the new company s details The remaining address fields below the Postcode field are optional data entry fields however if the2. be ah Contractual Paragraph thes op Di Distribution List 1 Expand the Master Data area of the System T eE Toper a Locations 2 Highlight ip Media Document Owner os Packages A Reason hee n Gize a eee Status m ot Harthope Tunnel H 1 ITSD Training EF The London H 4 System Setup h In the upper screen select the category where you wish the new company s name to appear in the Document Owner drop down menu s SKA Skanska Document Online Collaboration System a _ Pa a op M i Inthe lower screen click anywhere in the blank field beside Document Owner to reveal the icon Click on this icon to reveal the Assign Selected box os 1 Select the category where Drawings you wish the new das company to appear Revisable Documents in the company Test Folder drop down menu 2 Click anywhere within the blank area beside the Document Owner OMESpondence r H PT Owner EN TE PARTNERSHIP LTD ne reveal this j In the left hand Available Owners area of the box search and highlight the name of the new company k Either by double clicking or using the available arrows transfer the company name over to the right hand Assigned Owners area of the box Multiple selections can be made by holding down the Cirl key on the keyboard and highlighting selected names before clicking on the arrows I Click on the OK box to
3. Fr ALT ADT Fire and Security p po 4 w Cancel pee Company Initials 2CL Company Mame ZCL Communications Ltd Postcode 5014 562 Address 1 Urut 3 i Address 2 The Crosshouse Centre Type in the company Address 3 Crosshouse Road name or part of the Address 4 Southampton company name and County Hampshire click OK to search for Country specific companies Phone 0203 8033 6411 logged in the database Fax 0203 8022 6762 Skanska Document Online Collaboration System
4. confirm the selection before clicking on the Save Changes icon to save the new entry ini x Available Owners Assigned Owners gc ALEXANDER FORGES ANDRIES WAN STE ANSTEY HORNE amp COMPANY 1 Select amp transfer company names from the Available Owners box to the Assigned Owners box by using the middle arrows or by double clicking on a company name ATIS REAL WEATHERALLS BARNES MASON BARTS amp THE LONDON NHS TRUST EURO HAPPOLD CAPITA PROPERTY CONSULTING CAPTIAL amp FACILITIES DIRECTORATE CASELLA STANGER CE RICHARD ELLIS LTO CEL BUILDING SERVICES ENGINEERS amp L CLADTECH ASSOCIATES CLIFFORD CHANCE COLE JARMAN ASSOCIATES CONSTANTIN WALSH LOWE LIMITED CORPORATION OF ON OON gt ge OK X Cancel E and E Limited M Jordan Company MHS Trust NOELLE HYDE SSSOCIATES Fee Phee Limited PRINCESS JULIE 2 Click on OK once the final selection has been made amp then click on the Save Changes icon SKAN SKA Skanska Document Online Collaboration System SS a Ea M M m Re select the project from the project drop down list to ensure that the database has been updated with the new details Searching for Companies in the Company List Area A user can search for specific company details logged in the database To search for a company a Inthe System Navigation area of the screen click on the beside System Setup and select Company List from the ex
5. panded list b Click on the Find icon and in the Find Company window type in the company name or part of the company name in the Containing Text field Click on OK c The system will list all results if any relating to the information entered in the search field Ca Projects EJ Refresh EJ Exit a Skandocs Training Area Ci Inbox 3 H E Outlook if S Contracts Ez oe og Acme Warehouse E a i Barts amp The London Project EEF Bristol BSF Le Documents B 04 Drawing amp Sketches be EJ Defect Maintenance be B Ruth ve Z Deleted Documents bre Bl Unapproved Documents fa m System Functions H E Master Data E Hassockfeld LG Training Area B i SMS Replacement E Training Contract E a i Will s testing area a z System Setup 3 vee Project Security i ST a L ger Fe Autoue Online Skandocs Traming Area System Setup Company List Z Comp Company Name Courir Phone AE 2CL Communications Ltd 0203 8033 36411 407 40Seven 0113 a 9700 ARAC A BE Ar Conditioning Ltd AT 1 Bridge Flue Systems BINN AJ Binns Limited 01707 65 5655 APLAN A Plant ACP AC Perspectives Ltd O20 39 3954 ACPL ALC Plastices Limited ABI ABI 0151353 3500 AP amp M Access Planning And Managemer 0645 634 0555 A Access Training UK Ltd ATUE Access Training UE Ltd O1ede 765474 ACCO Accord Find Company E x 1 ADRAC Adcock Refrigeration amp ALU Addison Decorations Lt Containing text
6. se fields are left blank the company address will be incomplete on any Transmittal Note generated for that company e Click on the Save Changes icon to save the new entry SKAN SKA Skanska Document Online Collaboration System The Company List Data Entry Screen The Save gt Changes icon Value Will only appear Company Initiale ZCL after all Company Name 2CL Communications Ltd mandatory red Postcode 5014 56Z fields have been Address 1 Unit 3 completed Address 2 The Crosshouse Centre Address 3 Crosshouse Road Address 4 Southampton County Hampshire Country Phone 0203 8033 6411 Fax 0203 8022 5762 f Repeat steps b e to add additional companies to the database Note Although the new company or companies has been added to the database its name will not appear if conducting a search in the Document Owner drop down list until the company s details have been added to the Document Owner area of the system To allocate a company to the Document Owner list g In the Navigation area of the screen click on the beside Master Data and select Document Owner from the expanded list Co Projects EJ Refresh Exit nline Barts The London Training Contra At Barts amp The London Training J Inbox 17 a r Contracts E LR Barts T Central Registry ci Documents rs ED Deleted Documents oo a Unapproved Documents 3 m System Functions 5 Master Data gh Category
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