The Company Profile contains five system field lists that Administrators must populate with selections: Company Group, Company Category, Company Type, Company Additional Name Type, and Company Status. These lists allow Administrators to control how companies are categorized, typed, named, and grouped, which facilitates searching for specific company data.
The Company Group field list is used as a security measure to control user access to the Company Profiles in your Novatus system. Therefore, Administrators should create a proprietary, confidential, or restricted company group list item and assign companies whose profiles need to be available to only select users to this proprietary, confidential, or restricted group.
Administrators can also identify the required fields in a Company Profile, as well as provide a Quick Tip for a field, which displays when a user "mouses-over" the field. Managing the items in the field lists in a Company Profile is accomplished from the List Administration screen.
Administrators can perform the following tasks associated with the default field lists in a Company Profile:
- Adding an Item to a Company List
- Editing and Moving Items in a Company List
- Disabling and Deleting Items in a Company List
- Identifying a Required Company Field
- Setting Up a Company Quick Tip
Company Additional Fields
Within the Company Profile is a section where Administrators can add additional fields to the Profile in order to customize it to their specific data-capturing needs. If any of the fields added to the Company Additional Fields section of the Profile are field lists, Administrators must also provide these list selections and then manage the selections, which includes editing and moving list items, and disabling and deleting list items.
Company Locations List
The Company Profile contains a Locations link, which displays a Locations screen where users can provide multiple addresses for a company. This screen contains a Location Type field list that Administrators must populate with selections (e.g., billing location, shipping location) so users can identify the type of location for every address they add. Administrators can also designate the required fields in the Locations screen, as well as provide Quick Tips to assist users in populating a field or making the correct selection in a field list.
Administrators can perform the following tasks associated with the field lists in the Locations screen:
Company People Lists
The Company Profile contains a People link, which takes users to a screen where they can add all of the people associated with a company and/or the company's contracts to the Novatus system. The People screen contains one Functions field list, which allows users to identify one or more functions for each person. Administrators are responsible for identifying all of the functions associated with creating, managing, and negotiating contracts.
Administrators can perform the following tasks associated with the People "Functions" field list:
Company Document Lists
The Company Profile contains a link to the Documents screen, where users can upload, edit, and download documents in the Novatus system. The Documents screen contains two field lists used to capture specific data about the document: Document Type Groups and Document Types. Administrators are responsible for providing the selections in both of these field lists.
Administrators can perform the following tasks associated with the field lists in the Documents screen:
Company Relationships List
The Company Profile contains a link to the Relationships screen where users can add, edit, and delete relationships between companies. The relationships screen contains a field list that identifies the various types of relationships that can exist between companies. Administrators are responsible for providing the selections in this field list.
Administrators can perform the following tasks associated with the field list in the Relationships screen:
The Company Profile contains a Workflows button in the Action bar, which displays a Workflow Wizard when selected. The Workflow Wizard walks the user through the process of creating a new workflow. If there is a Routing Table Selection step in the wizard, one or more of the steps in the workflow require approval. Users are required to select a routing table, which identifies the user functions that can approve the "Gateway" steps, or steps that require authorization. Administrators are responsible for providing the selections in this Routing Table list.
Administrators can perform the following tasks associated with the Routing Table field list in the wizard:
Dynamic Form Lists
The Company Profile contains an Additional Forms link, which takes users to a browse screen listing all of the forms that Administrators have linked to the profile for the purpose of capturing additional company information. Administrators design these forms using the Dynamic Forms feature and the forms are listed as categories in the List Administration screen, according to the name given to the form. The dynamic form is only listed in the List Administration screen if the form contains one or more field lists. Field lists appear as entries under the form name category and Administrators must manage the selections in the dynamic form field lists using the same procedures used to manage those in other Company Profile lists.