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Understanding the company details overview in EPP
📝 Summary
This article explains how Level 1–3 users can access and use the Company Details page in the Manage Worksite module. The page provides a comprehensive view of company information, documents, records, and user accounts associated with each contracting company.
Details
What it is:
The Company Details page displays key information about active and inactive companies registered under a worksite. It includes tabs for employee management, mobilisation documents, company records, contact details, and change history.
Why it matters:
This page helps users manage company-related data efficiently, ensuring compliance with site requirements and maintaining accurate records for mobilisation, communication, and auditing purposes.
💡Key points:
- Access the Company Details page via Manage Worksite → Company Management → All Contracting Companies, then click the Company Name (hyperlink) or Details button.
- The page includes the following tabs:
1. Workforce Management
View all employees associated with the selected company.
[Learn more → Workforce Management tab]
2. Mobilisation Documents
View global and worksite-specific documents required for employee mobilisation, including expiry dates and values.
- Global documents apply across all worksites (e.g., public liability insurance).
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Worksite documents are specific to individual sites (e.g., contract papers).
[Learn more → Mobilisation Documents tab]
3. Company Records
Upload and manage company records or create folders for organizing documents under each worksite.
[Learn more → Company Records tab]
4. Details & Settings
View and manage company contact details, physical addresses, Damstra Card delivery address, invoice address, and primary contacts for mobilisation and accounts.
Also view user login accounts registered under the selected company.
[Learn more → Details & Settings tab]
5. Change History
Track all changes made to the company’s profile and settings.
[Learn more → Change History tab]
6. View More
Click the View More button to see emails sent to the company.
[Learn more → Sending Emails to the Company]
📝 FAQs
Can I view inactive companies?
Yes, the Company Details page includes both active and inactive companies under your accessible worksites.
What kind of documents are shown in the Mobilisation tab?
You’ll see both global and worksite-specific documents, including expiry dates and required values.
Can I manage user accounts for a company?
Yes, user login accounts are listed under the Details & Settings tab.