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CPCHEM ENG

Created by Amelie
Last updated: Jan 27, 2020

Roadmap

Roadmap contractors CPChem


1. Invitation from hiring client

  • Email from Hiring Client
  • Personal account
  • Registration of your company

2. Complete contractor qualification (CQ) and personal qualification (PQ)

  • Complete Contractor Qualification (CQ)
    • Option 1: CQ form 'approved'
    • Option 2: CQ form 'update requested'
    • Option 3: CQ form 'Rejected'
  • Complete your own Personal Qualification (PQ)

3. Purchase a license plan

  • What is a license?
  • Preparation
  • What do you want to do? 
    • Activate free plan
    • Purchase a plan
    • Renew plan
    • Upgrade plan
    • Downgrade plan
  • Payment methods

4. Manage your team

  • Add employees to your team
  • Link teammember to portal
    • Complete PQ
    • Change the PQ level
    • Send credentials
      • First time
      • Reset password from teammember
      • Send message to teammember
    • Add users to the portal at a later time
    • Complete PQ at a later time
  • Inactivate teammembers
    • Inactive on portal level
    • Inactive on company level
      • Option 1 : using the wheel 
      • Option 2 : Using menu below
    • Show users that are inactive on company level

5. Invite a subcontractor

  • Invite subcontractor
    • By company
    • By email
  • Check the status and details of the CQ of your subcontractor

6. Jobs and Entries

  • View jobs / job entries
  • Assign teammember to job
    • Option 1: Via assign teammember
    • Option 2: Via view jobs / jobs entries
  • Delegate Job to subcontractor








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Training info on your team members

Team member: Complete training


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