All information relating to third parties (customers, suppliers or projects) can be accessed and managed using the Companies area of Activ’s Customers & Suppliers module. The Customers & Suppliers: Companies area provides a full register of your third parties, enabling you to record and search for individual customers, suppliers, or projects. In addition, this area organises all third-party information by Company, enabling you to view and manage each Company’s information in one place.
Companies is a critical component of Customers & Suppliers, and is used throughout the rest of the module. All other areas of the module require you to have at least one Company recorded within the Companies area, as their information is saved directly to individual Company records.
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The Customers & Suppliers: Companies area has two tabs which are used to manage and configure Company records.
Search – this page provides a register of third parties, enabling you to search, view, and manage Company information in one place.
Settings – this page is available to administrators only, and is used to configure menus within the area’s forms. See Configure Company Menus for more information.
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Each Company’s record consists of eight standard tabs: Details, Addresses, Contacts, Communications, Feedback, Assessments, Library, and Graphs. Depending on your package, there may also be tabs for Compliance, Improvement Logs, Business Risk Manager, and Agreements. A brief explanation of each tab’s use is provided below.
Details – houses the third-party’s basic details, including the Company name, whether it is a customer, supplier, project, or sub-contractor, and the main Contact for the Company.
Addresses – provides a register of all business addresses associated with the Company.
Contacts – provides a register of all Contacts associated with the Company.
Communications – provides a register of past and planned Communications with or from the Company.
Feedback – provides a record of any Feedback Surveys that have been sent to or completed by the Company.
Supplier Assessments – provides a record of any Supplier Assessments that have been sent to or completed by the Company, enabling you to maintain a register of approved suppliers.
Legal Compliance – enabled if your package includes the Legal Compliance Manager. This tab provides a record of any Compliance obligations that are associated with the Company, allowing you to manage and review your compliance with these obligations.
Improvement Logs – enabled if your package includes Improvement Logs. This tab provides a quick reference list of any Improvement Logs that are associated with the Company.
Business Risk Manager – enabled if your package includes the Business Risk Manager. This tab provides a quick reference list of any Risks or Opportunities that are associated with the Company.
Agreements – enabled if your package includes the Agreements Manager. This tab provides a record of any Agreements that are associated with the Company, allowing you to manage and review your compliance with these Agreements.
Library – the Company’s File Manager Library. This is accessible to you and third-party users belonging to the Company, enabling easy management and review of important files such as certificates and membership documents.
Graphs – allows you to analyse management information relating to the Company. Feedback graphs are provided as a standard element of the Customers & Suppliers module, and Improvement Status graphs are provided if your package includes the Improvement Logs module.
