ENC - SerCAE One Manual for Client User
EN020C - Registering / editing workers of one supplier
To do this, we will have to enter the platform as the supplier the equipment will belong to. This can be done be clicking on SUPPLIER at the row corresponding to the supplier at the Home screen. Entering the platform as a supplier We can register at ...
EN019C - Regsitering / editing equipment (vehicles, machinery) of one supplier
To do this, we will have to enter the platform as the supplier the equipment will belong to. This can be done be clicking on SUPPLIER at the row corresponding to the supplier at the Home screen. Entering the platform as a supplier We can register at ...
EN058C - Registering the first Supplier User of one supplier
Once a new company has been registered as supplier, it is necessary to register its first Supplier User, as described next. Registering the first Supplier User To do this, select Administration at the Home screen and open the menu at Administration > ...
EN057C - Registering / editing suppliers
The suppliers will be registered at the Community scope, by clicking on Administration at the Home screen. Communtity scope We will differentiate: Registeriing ► through the button ADD. Editing ► by clicking on the fields Company Identification ...
EN056C - Associating / ending the association of one supplier to one contract - work
Once a supplier has been registered and associated to my client company, it has to be associated next to the contracts - works it takes part in for this client. This can be achieved following 2 paths: At the Services and works screen ► entering the ...
EN054C - Subcontracting Tree-View
As we know, for every project my company takes part in, some steps must be followed: Action User in charge Registering the company SerCAE One administrator Associating the company to the client it works for SerCAE One administrator Associating the ...
EN053C - Associating a subcontracted company to one contract - work it takes part in
SerCAE One enables that a supplier subcontracts another supplier for a contract - work, so the second one will appear at the subcontracting chain at a higher level. This is shown in a visual way at the Subcontracting Tree-View screen. This action is ...
EN051C - Consulting the access records of the elements (workers, equipment) of the suppliers to the sites of one client
We access this screen at the menu as follows: Menu option History of access records screen Some filters are useful to make a more precise search: Supplier (and subcontractor if necessary). Location (workplace / zone) where the accesses have been ...
EN050C - Functional and physical environments
Every supplier involved in a project and its elements (workers, equipment) must be registered in the platform SerCAE One and associated to the clients they work for, but it is also necessary to have more information regarding the activity that they ...
EN049C - Consulting / editing / registering services and contracts - works
We access the Services and works screen at the menu as follows. Menu option We can see the services already registered within a division. According to the permissions given to the user, it is possible to register a new service. Services and works ...
EN048C - Compliance percentages of one supplier for my client company
This new tab of the browser shows in a highly detailed way the compliance percentage of a supplier. The data displayed corresponds to the percentage figure selected in the List of suppliers screen. However, it is possible to set new filters in this ...
EN047C - Associating / editing / ending the association of one supplier for my client company (list of suppliers)
Once a supplier has been registered in the platform, it is necessary to associate it to the client it works for. This task is carried out at the client scope. Client scope For this purpose, we will open the menu at Elements > Suppliers. Menu option ...
EN046C - Consulting the access authorisation / registering the access of one element to one site
This screen shows the access status of one element (worker, equipment) to one site. We enter this screen following 2 paths: When selecting an element at the List of access control status per location screen. When selecting the option Access control ...
EN045C - Consulting / registering the access authorisation / denial of the elements of the suppliers to one location
We access this screen at the menu option as shown next. Menu option This screen shows the access control status for the elements for one site. List of access control status per location screen The location can be either a workplace or a zone inside ...
EN042C - The Client User (CU)
The Client User belongs to a company acting as a client. Client User and companies it may belong to Various actions can be available for the CU, depending on its roles. We will divide them into thematic groups: 1) Managing own data. Managing my user. ...
EN041C - Uploading / editing / validating files for a document request
We access this Document request details screen when clicking on the magnifying glass or on the Requirement column at any row in any of the next 5 cases: When consulting the Current document requests screen. When consulting the Past document ...
EN039C - Details of the association of one supplier to a contract - work
The suppliers must be associated in SerCAE One to the contracts - works they take part in. These contracts - works can be consulted following 2 different ways: From the Services and works screen: selecting a service ► selecting a work ► associating a ...
EN038C - Attributes of the document requests
Some attributes are defined when configuring the requirements and they affect the way the documentation is requested and its impact on several questions. Entity the document is requested to: Supplier. Worker. Equipment (vehicle / machinery). Expiry ...
EN036C - Consulting / uploading / validating the current document requests of one equipment element for one contract - work
We refer to document requests defined as: This can be done at the Details of the element associated screen, that is accessible from the Operation option at the menu through 2 alternative ways: From the Services and Works screen: service details ► ...
EN035C - Consulting / uploading / validating the current document requests of one worker for one contract - work
We refer to document requests defined as: This can be done at the Details of the element associated screen, that is accessible from the Operation option at the menu through 2 alternative ways: From the Services and Works screen: service details ► ...
EN034C - Consulting / uploading / validating the current document requests of the companies for one contract - work
We refer to document requests defined as: This can be done at the Assigned work details screen, that is accessible from the Operation option at the menu through 2 alternative ways: From the Services and Works screen: service details ► work details ► ...
EN033C - Consulting / uploading / validating the past document request to the companies and every element
We refer to document requests defined as: We access the Current document requests screen at the menu (Document requests > Current document requests). List of document requests as seen on the Past document requests screen The documentation requested ...
EN032C - Consulting / uploading / validating the current document request to the companies and every element
We refer to document requests defined as: We access the Current document requests screen at the menu (Document requests > Current document requests). List of document requests as seen on the Current document requests screen The documentation ...
EN028C - Associating / ending the association of equipment to a contract - work for a client
Once the equipment element has been registered and associated to the client, the next step consists of associating it to the contracts - works it will take part in. This task is carried out at the contract - work scope. Contract - work scope This can ...
EN027C - Associating / ending the association of equipment to one client
Once the supplier has registered its equipment elements, it will be necessary to associate them to my client company. This task is carried out at the client scope. Client scope This is achieved at the menu, as follows: Menu option The next screen ...
EN026C - Accreditation of one supplier / its elements for one contract - work
At SerCAE One every supplier and their elements (workers, equipment) must be associated to those contracts - works they all take part in. Due to this association, some documentation can be requested to the company, their workers and their equipment. ...
EN025C - Managing my user
At the main header of the SerCAE One screen, an icon enables to edit my user. Accessing the User profile screen User profile screen It is allowed to: Edit the fields of the user. Generate a new password ► SerCAE One will send a mail containing the ...
EN024C - Entering SerCAE One with an invitation
SerCAE One envisages the possibility of inviting a company to be registered at the platform as a supplier to start taking part in a contract - work for a client. This is carried out via invitations. When this happens, the supplier will receive a mail ...
EN023C - Associating / editing / ending the association of workers to one client
Once the supplier has registered its workers, it will be necessary to associate them to my client company. This task is carried out at the client scope. Client scope This is achieved at the menu, as follows: Menu option The next screen shows all the ...
EN021C - Associating / ending the association of workers to a contract - work for a client
Once the worker has been registered and associated to the client, the next step consists of associating him/her to the contracts - works he/she will take part in. This task is carried out at the contract - work scope. Contract - work scope This can ...
EN016C - Managing the users of my company
We access this screen from the Home screen when clicking on Administration. Entering the Administration menu This screen shows the users registered of my company. It is allowed both to edit them / to add a new one. List of users of my company The ...
EN014C - Types of expiry for documentation requested
SerCAE One deals with 4 different types of documental requests according to their expiry dates: Types of expiry Date from Date to No expiry Does not apply Does not apply By dates Entered when uploading the document Entered when uploading the document ...
EN013C - Notice days
For the documental requests with expiry dates it is possible to arrange the option of uploading a document corresponding to a future period of time not started yet. It enables to have the document already uploaded and even validated when the request ...
EN011C - Entities to which documentation is requested
SerCAE One requests documentation to different types of elements. Each one of them will be identified by an icon at the column Type of item: Entities registered in SerCAE One The documentation will be requested in each case: Documental request ...
EN010C - Documental request status according to its validation
Every documental request evolves through different stages during its validation procedure. Each one of them will be identified by an icon at the column Status. Documental request status according to its validation This status can change due to ...
EN008C - Document request status according to its period of validity
According to its period of validity, there can be 3 types of documental requests. Each one of them will be identified by an icon at the column Type. Icons of types of documental requests according to its period of validity This concept means as ...
EN007C - Entering SerCAE One as a client
The user can access this screen: From the Home screen. From the Company details screen. Accessing from the home screen Accessing from the Company details screen Once entered as a client, the side menu will show some options, according to the user ...
EN005C - SerCAE One screen design
The screen has been divided in the following areas: Areas of the screen The main header contains the following information: Link to the user manual. End of session, so a login will be necessary next time you enter SerCAE One. Language selection. ...
EN004C - Managing my company
We access this screen when clicking on the name of our company at the home screen of SerCAE One. Managing my company We enter the following screen: Company details screen The information shown at the header includes: Company role: Client. Company ...
EN003C - Company roles and types of user in SerCAE One
Every company involved in the Community will be registered in SerCAE One. Each one can have different roles and there will be different types of users for them as well. For the companies registered, according to the roles they play, there will be: ...
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