Company Details

The Company Information pane contains a non-editable list of all of the parameters that were defined when the company was created. For information about these fields, see Create Company.

At the top of the pane are links to the following functions:

• Clicking the Edit Company Details link allows you to edit company information or delete a company. Before a company can be deleted, it cannot have any documents, properties, regions, comments, or users associated with it. For more information, see Edit Company Details.

• Clicking the Edit Terms and Conditions link allows you to edit the terms and conditions associated with the company. For more information, see Company Terms and Conditions.

The Company Documents pane displays a list of all documents, such as leases, contracts, or certificates of insurance, that are associated with a company. For each document, the following information is displayed:

• Document # – This column displays the document number. The document number appears as a link if either an electronic version of the document has been stored, or if an Online Document has been defined. Clicking a link opens the electronic file or the online document to display its contents.
• Company – This column displays the company the document is associated with. If displayed as a link, clicking this link opens the Company Details page, allowing you to see more information about the company, including other documents that are stored with the company.
• Type – This column displays the type of document (for example, lease, contract, or certificate of insurance).
• Contract – If the document type is contract, this column displays the type of contract.
• Status – This column displays the document status (for example, pending or approved). It does not indicate whether or not the document is active or inactive.
• Expiration – Below the status, the expiration date of the document is displayed. If the document will expire within thirty days, a yellow square is displayed to warn you of the upcoming expiration. If the document has expired, a red square is displayed.
• Property – This column displays the property, if any, associated with the document. This value is the property associated with the document, not the company. MULTIPLE is displayed if the document is associated with multiple properties.
• Description – The description of the document is displayed below the document number, company, and type.
• DETAILS – With every document record, a DETAILS button appears. Clicking this button opens the View Document Details page for the document where you can view more information about the document, Edit the Document, or create an Online Document.

If you want to add a new document to the list of company documents, click the Add Document link. For more information, see Create Document.

The Company Comments pane displays a list of all comments entered about a company and allows you to enter additional comments. The Company Comments pane is only displayed for companies that are defined as vendors.

For each comment entered, the following information is displayed:

• Update Date – the date and time on which the comment was entered
• Comments – the full text of the comments entered
• Rating – any rating selected when the comment was entered
• Updated By – the name of the user who entered the comment
• DEL – a link that allows you to delete comments you entered; you cannot delete other user's comments

To add a comment:

1. In the New Comment field, enter the text of your comment.

2. In the Rating field, enter a rating for the company that is associated with the comment.

3. Click OK.

The Current Properties pane displays a list of the properties associated with a company and allows you to associate additional properties. Only properties that you have access to are displayed.

Associating a property allows you to search for the company based on the property on the Find Company page. Associating a property was also initially how a certificate of insurance (COI) was associated with a company. This was done by associating the property and then adding COI information on the Vendor Company-Property Details page. New functionality has been added and now, Creating Company Documents and using the expiration date functionality is the preferred method of tracking COIs.

For each associated property, the following information is displayed:

• Property – the name of the property

Note:

The following columns of information are only defined if information was added on the Vendor Company-Property Details page.

• COI – Yes if a certificate of insurance (COI) was added for the property and also any entered COI expiration date
• Description – a description of the COI
• Other Rules – Yes if other rules were added for this property
• Description – a description of the other rules
• Contact Info – contact first name, last name, phone number, and license information

To associate a property:

1. Click the SELECT PROPERTY button.

   A dialog box opens allowing you to locate a property.

2. Enter the required search criteria to locate the property.

3. Click FIND.

4. Select the check boxes preceding the properties you want to add and then click SELECT.

   If you want to add a single property, you can click the property name.

The Current Regions pane displays a list of the regions associated with a company and allows you to associate additional regions. Associating a region allows you to run reports for the company based on the region on the Run Reports page.

Only regions that you have access to are displayed. If you do not have access to any regions, the Current Regions pane is not displayed.

For each associated region, the name of the region and the name of the company managing the region are displayed.

To associate a region:

1. Click the SELECT REGION button.

   A dialog box opens allowing you to locate a property.

2. Enter the required search criteria to locate the region.

3. Click FIND.

4. Select the region name.

The Company Details page provides the following convenient links to other pages.

• Find Company – Opens the Find Company page allowing you to search for a company.
• Create Account – Opens the Add Account page in a separate window allowing you to create a Property Account.