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Flow360 Contractor Update Newsletter
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Update Newsletter - Service Provider Focus


Good Morning,

We're sending you this email as your company is a service provider to one or more Flow360 customers, and you may be receiving works orders via the system from these customers.

We've recently made some changes that will help the way you interact with these customers and so wanted to share specific changes we have made for client & contractor interaction.  We always value feedback, so if you do have any on the new update, or indeed other recent updates please click to
email us!

The Flow360 team would love to show you in more detail what the service allows customers to do, and how it can help your interaction with your other customers. If you'd like to find out more, get in touch using one on the buttons at the top of this email and we'll happily arrange a free webinar for you and your colleagues. 

Although you have received this email, feel free to circulate the information to any staff who will find it beneficial and email anyone you would like to add to the list to
James Betts.

User guide!

We've also created a special user guide, which you can view here:

http://flow360.net/providers_guide/Flow360_Service_Providers_Guide.html

 



 
The Flow360 Team

Publish employees certifications and competencies

The employee record - accessible to employer and employee only

With Flow360 you can set up and manage training programmes for employees and members of your teams. This can include your own internal courses as well as courses, certifications and  accreditations from other agencies.

Now we have added an easy way for you to publish those qualifications and certifications so that other users (your team, staff, clients etc) can confirm the specific competencies that any individual holds. This information can be made transparently available as required and there is no need to set it up for each client or user separately. 

You can even make electronic versions of the certificates directly accessible in Flow360.

The employee’s contact record as viewable by others

Share Contractor / Service Provider key documents

The new docs tab on the contractor’s contact record allows both contractor and client to add relevant documentation and share with each other. A contractor can now publish the key certification that applies to the business and make that information immediately visible to all clients. Similarly a client can add documentation here that relates to the contractor directly and share that information with the contractor.

The document record for a certification

Certification records are no different to any other documents and can be shared and updated as required making the certificate visible to other users for verification.

View certificates directly

A popup button allows certificates to be viewed directly without even having to go to the relevant document record. Certificates can be sent to others internally and by email if sharing the certificate outside Flow360 is required. Because the documents are stored centrally in Flow360 they are accessible anywhere at any time.

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