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GN Supply Chain Mgmt – Overview/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | of 3

Supply Chain Management Guidance Note July 2015 | Version 1.0

1. Process Overview

1.1. Introduction

1.1.1. The Supply Chain Management system is used by the Landmarc commercial team to record and manage the approval and accreditation process for all external suppliers and contractors.

1.1.2. It has an external facing portal which allows third party suppliers and contractors to manage their company details via a secure logon, thus ensuring that external third parties retain control over their own data and reducing the effort required by the Landmarc commercial team.

1.1.3. The commercial team use an internal portal to complete the approval and accreditation process.

1.1.4. The accreditation process has five stages:

• Activate Login – Supplier • Submit Basic Details – Supplier • Approval to Proceed - Landmarc • Application - Supplier • Evaluation - Landmarc

1.1.5. Once a supplier or contractor is approved and accredited, the company details are provided to the Landmarc finance management system to permit the raising of purchase orders and invoices.

1.1.6. The Supply Chain Management system is the master data source for all approval and accreditation information.

1.1.7. Notifications are used to alert external partners and the Landmarc commercial team when an application’s status has changed or actions are required on approved partners. An example of this is forthcoming expiry of insurance cover.

1.1.8. Access to the system for external suppliers is controlled via secure logon utilising an email address and unique password, and for Landmarc staff using single sign-on via Active Directory.

1.1.9. This application has been tested with Microsoft Internet Explorer version 8 and 9, and may not function correctly on other browsers or versions.


2. Conventions

2.1. System

2.1.1. Throughout the system mandatory fields are marked with a red asterisk.

2.2. Guidance Notes

2.2.1. References to on-screen fields are shown in square brackets e.g. [Registered Company Name].

2.2.2. References to links are shown in single quotation marks e.g. ‘Home’.

2.2.3. References to buttons are shown in parenthesis e.g. (Submit).

2.2.4. Notes are highlighted in bold text e.g. Note that the (Submit) button is not available until an application is complete

3. Glossary

Term Definition Contractor Supplier of services

Supplier Supplier of physical goods

Third Party Supplier of services or physical goods

GN Supply Chain Mgmt – Register Supplier/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 3


1. Activate Login

1.1. Introduction

1.1.1. This document describes the process to activate a login as a supplier in Landmarc’s Supply Chain Management service.

2. Stage 1 – Activation

2.1. Overview

2.1.1. Stage 1 in the 5 stage approval and accreditation process is for a third party to activate a logon, whereby their email address is validated; this process prevents erroneous requests being made.

2.2. Method

2.2.1. Navigate to the Landmarc Supply Chain Portal via the web address as provided by the Landmarc commercial manager.

2.2.2. Click ‘Login/Register’, see figure below.

Login/Register


2.2.3. Navigate to the Register New User screen by clicking the ‘Register’ link, see figure below.

2.2.4. Enter requested data, as described in the table below

2.2.5. Click the (Register) button see figure below.

Register

Register


2.2.6. The email address provided is then validated via an automated email sent to the user with a link to verify the email address see figure below. Note: If the validation email does not appear in your inbox please check the junk email folder.

2.2.7. Once the email is received and the link is followed the account is activated, see figure below. The third party is then able to request approval to proceed. Note: It is not possible to progress any further in the application process without the email address being validated and the account activated.

2.2.8. The following table lists the available fields, the data types and whether or not they are mandatory.

Field Type Description MandatoryEmail Alpha/Numeric User email address Yes

Confirm Email Alpha/Numeric User email address Yes

First Name Alpha User first name Yes

Last Name Alpha User last name Yes

Password Alpha/Numeric User chosen password Yes

Confirm Password Alpha/Numeric User chosen password Yes

GN Supply Chain Mgmt – Request Approval to Proceed/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 3


1. Submit Basic Details

1.1. Introduction

1.1.1. This document describes the process for a supplier to submit basic details in Landmarc’s Supply Chain Management service.

2. Stage 2 – Submit Basic Details

2.1. Overview

2.1.1. When a third party user has an activated account they are able to proceed to stage 2 in the approval and accreditation process, and submit basic details to become a supplier, contractor or both. This entails entering minimal information into the system, which is sufficient to provide the commercial team with the ability to vet potential third parties at an early stage and decide if that service is required. If not it enables the process to terminate at an early stage before excessive time or effort has been expended by either party.

2.2. Method

2.2.1. Navigate to the Landmarc Supply Chain Portal, see figure below, via the web address as provided by the Landmarc commercial manager

2.2.2. Click ‘Register Supplier’.

Register Supplier


2.2.3. Enter the required information as described in in the table below.

2.2.4. Click the (Register) button, see figure below. Once this is successfully completed a confirmation message will be displayed, see following figure.

Please ensure you fully describe the Products or Services you offer as Landmarc will use these details to allocate appropriate categories to you on the database.

Register


2.2.5. The following table lists the available fields, data types and whether or not they are mandatory.

Field Type Description Mandatory Business Name Alpha/Numeric Full business name Yes

Product/Services Alpha/Numeric Enter textual description of products or services

offered Yes

Country Drop down list Country of registered business. Note that this

cannot be changed once submitted Yes

Line 1 Alpha/Numeric First line of registered business address Yes

Line 2 Alpha/Numeric Second line of registered business address No

Town Alpha Town of registered business address Yes

County/State Alpha County of registered business address Yes

Postcode/Zip Code Alpha/Numeric Postcode of registered business address Yes

Region(s) Multiple select drop

down list

Select all entries that apply. Note: at least one

selection must be made Yes

Landmarc

Contact/Comment Alpha Landmarc commercial manager name Yes

Website Address Alpha/Numeric Business website address No

Company

Registration No Alpha/Numeric Company registration number No

VAT Registration

No Alpha/Numeric Company VAT registration number No

GN Supply Chain Mgmt – Supplier Landmarc Policies/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 1


1. Landmarc Policies

1.1. Introduction

1.1.1. All external users of Landmarc IT systems must read and agree to all appropriate policies before access to the systems is permitted. Appropriate policies are checked at logon and any outstanding policies are displayed. Once all appropriate policies are agreed to, or if there are no outstanding policies then the system will automatically navigate to the home page.

1.2. Method

1.2.1. After a user has logged on, but before access to the system is granted, a screen with any outstanding policies is displayed – see figure below.

1.2.2. Click the (View Policy) button for each policy

When satisfied that you agree to be bound by the terms within the policy click the (Accept Policy) button for the appropriate policy.

GN Supply Chain Mgmt – Supplier Logging On/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 2


1. Logging On

1.1. Introduction

1.1.1. Once you have activated a login you can log on to the system to complete an application and to update and maintain company details.

1.2. Method

1.2.1. Navigate to the Landmarc Supplier Portal.


Login/Register

GN Supply Chain Mgmt – Supplier Logging On/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 2 of 2

1.2.3. Enter registered email address and password, see figure below, and click the (Logon) button.


Field Type Description MandatoryEmail Alpha/Numeric User’s registered email address Yes

Password Alpha/Numeric User’s password Yes

Logon



1. Manage Logon

1.1. Introduction

1.1.1. Once you have an activated account you can use the ‘My Account’ functionality to manage your contact details.

1.1.2. You can only change details for the existing user, to change the registered user please contact the Landmarc Commercial team.

1.2. Overview

1.2.1. From any screen click ‘My Account’ on the menu bar, see figure below.

1.2.2. Click ‘Edit’ to change any contact information.

1.2.3. Click ‘Change Password’ to change your logon password.

1.2.4. Click the (Update) button to save any changes.

Change Password

Edit My Account


1.3. Edit

1.3.1. Information can be updated by overtyping the required fields and then clicking the (Update) button.


Field Type Description Mandatory First name Alpha User’s first name Yes

Last Name Alpha User’s last name Yes

Email Alpha/Numeric User’s registered email address Yes

Confirm Email Alpha/Numeric User’s registered email address Yes

1.4. Change Password

1.4.1. To change the current password used to logon to the supplier portal complete all fields.


Field Type Description Mandatory Current Password Alpha/Numeric User’s current password Yes

New Password Alpha/Numeric Chosen password Yes

Confirm Password Alpha/Numeric Chosen password Yes

GN Supply Chain Mgmt – Supplier Reset Password/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 2


1. Reset Password

1.1. Introduction

1.1.1. Provides the ability to reset the supplier’s password.

1.2. Method

1.2.1. Navigate to the Landmarc Supplier Portal.


Login/Register

GN Supply Chain Mgmt – Supplier Reset Password/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 2 of 2

Registered Email

Submit

Reset password

1.2.3. Click the ‘Reset password’ link, see figure below.

1.2.4. Enter the email address that you registered.

1.2.5. Click the (Submit) button, see figure below. You will then receive an automated email. Click the link in the email and it will take you to a screen where you can enter a new password.


Field Type Description MandatoryEmail Alpha/Numeric User’s registered email address Yes

GN Supply Chain Mgmt –Supplier Complete Application/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 13


1. Complete Full Application (Products)

1.1. Introduction

1.1.1. This document describes the process for a Products supplier to complete a full application in Landmarc’s Supply Chain Management service.

2. Stage 4 – Application

2.1. Overview

2.1.1. Stage 4 in the accreditation process is the submission of a full application to become an approved supplier.

2.2. Method

2.2.1. Once informed that you have been approved for accreditation as a Landmarc contractor via an email from Landmarc, full functionality is provided when logging on to the supply chain portal.

2.2.2. Click the ‘Accreditation’ link, see figure below.

Accreditation


2.2.3. A tabbed page is presented to allow the completion of all relevant details, with a summary tab at the start to show the current status of the application, see figure below. Once all information has been entered the application can be submitted by clicking the (Submit) button on the summary tab. Note that the (Submit) button is not available until an application is complete.

2.2.4. Two buttons, (Save and Quit) and (Save and Continue) are available on each tab. (Save and Quit) will save entries made to date and navigate to the ‘Home’ page, whilst (Save and Continue) will save all entries made to date and navigate to the next logical tab in the accreditation process. All mandatory fields must be completed along with any optional fields that are relevant. The following tabs are applicable to a supplier of goods:

Supplier Details Contacts/Bank Products Contract Details Documents


2.3. Supplier Details

2.3.1. Enter details into the appropriate fields.


2.3.3. Click either of the (Save) buttons.

Field Type Description Mandatory

Company Details Business Registered

Name Alpha/Numeric Business registered name Yes

Is a Trading Name

used? Checkbox Indicates if a trading name is used No

Trading Name Alpha/Numeric

Trading name if different from business

registered name. Note that this is mandatory

if ‘Is a Trading Name used?’ selected

Conditional

Company Type Drop down list Type of company Yes

Is the company an

SME? Checkbox Is company a Small and Medium Enterprise? No

Is it a Social

Enterprise? Checkbox Is company a social enterprise No

Has Branches? Checkbox Indicates if business has multiple branches No

Branch Specific POs

Required? Checkbox

Indicates if purchase orders must be raised

against each branch. Note only available if

[Has Branches] checked

No


down list

Select all relevant regions that company

operates in Yes

Registered Office Address

Country Drop down list Country of registered head office address. This

cannot be amended once saved Yes

Line 1 Alpha/Numeric First line of registered head office address Yes

Line 2 Alpha/Numeric Second line of registered head office address if

appropriate No

Town Alpha Town of registered head office address Yes

County/State Alpha County of registered head office address Yes

Postcode/Zip Code Alpha/Numeric Postcode of registered head office address Yes

Head Office Address

Type Address Below Radio button

Select to enter address manually. Note that

these fields are mutually exclusive and only

1 may be selected

Conditional

Copy Registered

Address Radio button

Select to copy registered address. Note that


1 may be selected

Conditional





appropriate No





Contact Details

Phone No Numeric Telephone number of registered head office

address Yes

Fax No Numeric Fax number of registered head office address if

appropriate No

Company Email Alpha/Numeric Company email address No

Landmarc

Contact/Comment Alpha Name of contact within Landmarc Yes

Website Address Alpha/Numeric Company website address No

Company

Registration No Text Company registration number if appropriate No

VAT Registration No Text Company VAT registration number if

appropriate No


2.4. Contacts/Bank Tab





Account Manager First Name Alpha Company account manager first name Yes

Surname Alpha Company account manager surname Yes

Phone No Numeric Company account manager telephone number Yes

Fax No Numeric Company account manager fax number if

applicable No

Email Alpha/numeric Company account manager email address Yes

Bank Details Bank Account

Name Alpha/Numeric Company bank account name Yes

Is this a Factor

Company a/c Checkbox

Bank Account

Country Drop down list Country where bank account is held Yes

UK Bank

Account Number Numeric Company bank account number Yes

Sort Code Numeric

Company bank account sort code nn-nn-nn,

where n represents a digit 0 – 9. Note that the

focus automatically moves to the next box

when 2 digits are entered

Yes

USA Bank


Account Holding

Branch Alpha / Numeric Account holding branch Yes

Bank Identification

Code Yes

ABA Routing

Transit No. Yes

Other Bank


Account Holding


Bank Identification

Code Yes

IBAN Yes

Accounts Dept Accounts Phone

No Numeric

Company accounts department telephone

number Yes

Accounts Fax No Numeric Company accounts department fax number if

applicable No

Accounts Email Alpha/Numeric Company accounts department email address Yes

Payment Options


Payment Currency Drop down list Required payment currency Yes

Payment Address

Type Address

Below Radio button


these fields are mutually exclusive and only 1

may be selected

Conditional

Use Registered




may be selected

Conditional

Use Head Office


Select to copy head office address. Note that


may be selected

Conditional





appropriate No



2.5. Branches Tab

2.5.1. This tab is used to add additional branches. Note that this tab only appears if [Has Branches] is checked on the ‘Supplier Details’ tab.

2.5.2. Branches only need to be added if purchase orders have to be branch specific.

2.5.3. Click the ‘Add a Branch’ link.

2.5.4. Enter details as described in the table below.

2.5.5. Click the (Save) button.


Field Type Description Mandatory Branch Name Alpha / Numeric Branch Name No

Branch Address

Country Drop down list Country Yes

Address Line 1 Alpha/Numeric Address Line 1 Yes

Address Line 2 Alpha/Numeric Address Line 2 No

Town Alpha Town Yes

County/State Alpha County/State Yes

Postcode/Zip Code Alpha/Numeric Postcode/Zip Code Yes

Contact Details

Branch Contact

First Name Alpha Branch Contact First Name No

Branch Contact

Surname Alpha Branch Contact Surname No

Phone No Numeric Phone No Yes

Fax No Numeric Fax No No

Branch Email Alpha / Numeric Branch email address No

Security Contact

First Name Alpha Security Contact First Name No

Security Contact

Surname Alpha Security Contact Surname No

Security Contact

Phone No Numeric Telephone number No

Security Contact

Email Alpha/Numeric Security Contact Email No


2.6. Products Tab

2.6.1. Product categories selected by Landmarc based on the information provided under the Submit Basic Details process are automatically displayed in the Product Categories Supplied section; see guidance note Request Approval to Proceed.

2.6.2. To add Product Categories:

Select the product category from the drop down list Click the (Add) button, see figure below Repeat first 2 steps for any additional categories Click the ‘Continue’ link

Add button Category list

Categories selected

No. of sub-categories

Edit & Edit/Delete



Field Type Description Mandatory New Category Drop down list Product category list Yes

Supplied? Checkbox Checkbox to indicate that selected product is

supplied No

2.6.4. To delete Product Categories:

Product categories that have been added can be deleted if added in error Click the ‘Edit/Delete’ link for the selected category, see figure below. Click the (Delete

All) button on the Product Sub Category screen, see Figure 6 4 Delete Category. Note: Categories selected during the initial request to proceed cannot be deleted

Click the (Save) button.

Delete All


2.6.5. To amend Product Sub Categories:

Click the ‘Edit/Delete’ link for the selected category, see figure below Select or deselect the required sub categories. Note: At least one sub category must be

selected for each product category listed Click the (Save) button, see figure below

2.6.6. The number of sub-categories selected for each category listed is shown in the Sub-Cats column on the Products tab, see figure below.

Sub Categories

Save


2.7. Contract Details Tab

2.7.1. Suppliers must either agree to the NEC3 framework or provide their own terms for Landmarc’s approval. For those wishing to abide by the NEC3 agreement:

Download the Framework Contract by clicking the ‘Download’ link next to the agreement Download the Contract Information by clicking the ‘Download’ link next to the information Print and sign the Framework Contract which must be uploaded Tick the [NEC3 Framework Agreed?] checkbox

2.7.2. For suppliers wishing to provide their own terms:

Tick the [Credit Term Agreement?] checkbox Click either of the two (Save) buttons. Note: If the data is not saved the option to upload

the supplier Terms and Conditions will not be available Upload own credit terms



2.7.4. Landmarc will subsequently review, and if agreed, sign and upload the credit terms. Once this has been completed the application will be passed back to the supplier who then needs to complete the following tasks:

Enter the [Credit Limit] Enter the [Payment Terms] Click the (Save) button



Main Details

NEC3 Framework

Agreed? Checkbox

NEC3 Framework Agreed? Note: either the

[NEC3 Framework Agreed?] or the [Credit

Term Agreement?] must be selected

Conditional

Credit Term

Agreement? Checkbox

Credit Term Agreement? Note: either the [NEC3

Framework Agreed?] or the [Credit Term

Agreement?] must be selected

Conditional

Credit Limit: Numeric Credit Limit Note: Mandatory if [Credit Term

Agreement?] selected Conditional

Payment Term Numeric Payment Terms (Days) Mandatory if [Credit

Term Agreement?] selected Conditional

Landmarc Account

Reference Alpha / Numeric Landmarc account reference number No

Volume Discount Percentages

Level 1 Numeric

Level of discount applied at this level, in the

format n.nn where n is a digit in the range 0 – 9

inclusive

No

Level 2 Numeric



inclusive

No

Level 3 Numeric



inclusive

No

Level 4 Numeric



inclusive

No

Level 5 Numeric



inclusive

No

Level 6 Numeric



inclusive

No

Level 7 Numeric



inclusive

No


2.8. Documents Tab

2.8.1. This tab is used to upload required documents. Suppliers must upload either a signed NEC3 Framework Contract or signed copy of their own terms and conditions. Note: the figure below may be different depending on whether the supplier has agreed to the NEC3 Framework Agreement or their own Terms and Conditions.

2.8.2. Select the document type from the drop down list, see figure below.

2.8.3. Click the (Browse) button, see figure below.

2.8.4. Navigate to and select the required file.

2.8.5. Click the (Open) button.

2.8.6. Click the (Upload) button, see figure below.


Field Type Description Mandatory Document Type Drop down list Type of document to be uploaded Yes

File Name Browse function Enables explorer window to navigate to the

required document Yes

Document Type

Browse Button Upload Button

GN Supply Chain Mgmt –Contractor Complete Application/1.0/Jul 2015 UNCONTROLLED DOCUMENT IF COPIED OR PRINTED | Page 1 of 16


1. Complete Full Application (Services)

1.1. Introduction

1.1.1. This document describes the process for a Service supplier to complete a full application in Landmarc’s Supply Chain Management service.

2. Stage 4 – Application

2.1. Overview

2.1.1. Stage 4 in the accreditation process is the submission of a full application to become an approved contractor.

2.2. Method

2.2.1. Once informed that you have been approved for accreditation as a Landmarc contractor via an email from Landmarc, full functionality is provided when logging on to the supply chain portal.

2.2.2. Click the ‘Accreditation’ link, see figure below.

Accreditation


2.2.3. A tabbed page is presented to allow the completion of all relevant details, with a summary tab at the start to show the current status of the application, see figure below. Once all information has been entered the application can be submitted by clicking the (Submit) button on the summary tab. Note that the (Submit) button is not available until an application is complete.

2.2.4. Two buttons, (Save and Quit) and (Save and Continue) are available on each tab. (Save and Quit) will save entries made to date and navigate to the ‘Home’ page, whilst (Save and Continue) will save all entries made to date and navigate to the next logical tab in the accreditation process. All mandatory fields must be completed along with any optional fields that are relevant. The following tabs are applicable to a contractor:

Supplier Details Contacts Contractor Details Services Contract Details Upload Documents Insurances


2.3. Supplier Details





Company Details Business Registered

Name Alpha/Numeric Business registered name Yes

Is a Trading Name

used? Checkbox Indicates if a trading name is used No

Trading Name Alpha/Numeric

Trading name if different from business

registered name. Note that this is mandatory

if ‘Is a Trading Name used?’ selected

Conditional

Company Type Drop down list Type of company Yes

Is the company an

SME? Checkbox Is company a Small and Medium Enterprise? No

Is it a Social

Enterprise? Checkbox Is company a social enterprise No

Has Branches? Checkbox Indicates if business has multiple branches No

Branch Specific POs

Required? Checkbox

Indicates if purchase orders must be raised

against each branch. Note only available if

[Has Branches] checked

No


down list

Select all relevant regions that company

operates in Yes

Registered Office Address





appropriate No




Head Office Address

Type Address Below Radio button



1 may be selected

Conditional

Copy Registered




1 may be selected

Conditional





appropriate No





Contact Details

Phone No Numeric Telephone number of registered head office

address Yes

Fax No Numeric Fax number of registered head office address if

appropriate No

Company Email Alpha/Numeric Company email address No

Landmarc

Contact/Comment Alpha Name of contact within Landmarc Yes

Website Address Alpha/Numeric Company website address No

Company

Registration No Text Company registration number if appropriate No

VAT Registration No Text Company VAT registration number if

appropriate No


2.4. Contacts Tab





Account Manager First Name Alpha Company account manager first name Yes

Surname Alpha Company account manager surname Yes

Phone No Numeric Company account manager telephone number Yes

Fax No Numeric Company account manager fax number if

applicable No

Email Alpha/numeric Company account manager email address Yes

Bank Details Bank Account

Name Alpha/Numeric Company bank account name Yes

Is this a Factor

Company a/c Checkbox

Bank Account

Country Drop down list Country where bank account is held Yes

UK Bank


Sort Code Numeric

Company bank account sort code nn-nn-nn,

where n represents a digit 0 – 9. Note that the

focus automatically moves to the next box

when 2 digits are entered

Yes

USA Bank


Account Holding


Bank Identification

Code Yes

ABA Routing

Transit No. Yes

Other Bank


Account Holding


Bank Identification

Code Yes

IBAN Yes

Accounts Dept Accounts Phone

No Numeric

Company accounts department telephone

number Yes

Accounts Fax No Numeric Company accounts department fax number if

applicable No

Accounts Email Alpha/Numeric Company accounts department email address Yes

Payment Options


Payment Currency Drop down list Required payment currency Yes

Payment Address

Type Address

Below Radio button



may be selected

Conditional

Use Registered




may be selected

Conditional

Use Head Office


Select to copy head office address. Note that


may be selected

Conditional





appropriate No



2.5. Contractor Details Tab

2.5.1. Enter the required information as described in the table below.

2.5.2. Click either of the 2 (Save) buttons, see figure below.



National Insurance

Number Alpha/Numeric

National insurance number. Note: Only

applicable for companies with a status of sole

traders and partnerships

Conditional

Unique Tax

Reference No Numeric

Unique tax reference number 10 digits with no

space Yes

Security Point of Contact First Name Alpha Point of contact first name Yes

Surname Alpha Point of contact surname Yes

Phone No Numeric Point of contact telephone number Yes

Email Alpha/Numeric Point of contact email address Yes

Save and Quit Save and Continue


2.6. Branches Tab

2.6.1. This tab is used to add additional branches. Note that this tab only appears if [Has Branches] is checked on the ‘Supplier Details’ tab.

2.6.2. Branches only need to be added if purchase orders have to be branch specific.

2.6.3. Click ‘Add a Branch’ to add a branch

2.6.4. Enter details as described in the table below.

2.6.5. Click the (Save) button.


Field Type Description Mandatory Branch Name Alpha / Numeric Branch Name No

Branch Address

Country Drop down list Country Yes

Address Line 1 Alpha/Numeric Address Line 1 Yes

Address Line 2 Alpha/Numeric Address Line 2 No

Town Alpha Town Yes

County/State Alpha County/State Yes

Postcode/Zip Code Alpha/Numeric Postcode/Zip Code Yes

Contact Details

Branch Contact

First Name Alpha Branch Contact First Name No

Branch Contact

Surname Alpha Branch Contact Surname No

Phone No Numeric Phone No Yes

Fax No Numeric Fax No No

Branch Email Alpha / Numeric Branch email address No

Security Contact

First Name Alpha Security Contact First Name No

Security Contact

Surname Alpha Security Contact Surname No

Security Contact

Phone No Numeric Telephone number No

Security Contact

Email Alpha/Numeric Security Contact Email No


2.7. Services Tab

2.7.1. Service categories selected by Landmarc based on the information provided under the Submit Basic Details process are automatically displayed in the Service Categories Supplied section; see guidance note Request Approval to Proceed

2.7.2. To add Service Categories:

Select the service category from the drop down list Click the (Add) button, see figure below Repeat the first 2 steps for any additional categories Click the ‘Continue’ link

The following table lists the available fields, data types and whether or not they are mandatory. Field Type Description Mandatory New Category Drop down list Service category list Yes

Supplied? Checkbox Checkbox to indicate that selected service is

supplied No

Add button Categories No. of sub-categories

Edit & Edit/Delete Categories

selected


2.7.3. To delete Service Categories:

Service categories that have been added can be deleted if added in error. Click the ‘Edit/Delete’ link for the selected category, see figure below. Click the (Delete

All) button on the Service Sub Category screen, see figure below. Note: Categories selected during the initial request to proceed cannot be deleted.

Click the (Save) button

Delete All


2.7.4. To amend Service Sub Categories:

Click the ‘Edit/Delete’ link for the selected category, see figure below. Select or deselect the required sub categories. Note: At least one sub category must

be selected for each product category listed. Click the (Save) button, see figure below.

2.7.5. The number of sub-categories selected for each category listed is shown in the Sub-Cats column on the Products tab, see figure below.

Save Sub

Categories


2.8. Contract Details Tab

2.8.1. Contractors must agree to the NEC3 framework:

Download the Framework Contract by clicking the ‘Download’ link next to the agreement Download the Contract Information by clicking the ‘Download’ link next to the information Print and sign the Framework Contract which must be Tick the [NEC3 Framework

Agreed?] checkbox





Main Details NEC3 Framework

Agreed? Checkbox NEC3 Framework agreed? Yes

Volume Discount Percentages

Level 1 Numeric



inclusive

No

Level 2 Numeric



inclusive

No

Level 3 Numeric



inclusive

No

Level 4 Numeric



inclusive

No

Level 5 Numeric



inclusive

No

Level 6 Numeric



inclusive

No

Level 7 Numeric



inclusive

No

SSIP Details SSIP Categories Multi-select list Categories No

SSIP Expiry Date Date SSIP expiry date Yes


2.9. Documents Tab

2.9.1. This tab is used to upload required documents.

2.9.2. Select the document type from the drop down list, see figure below.


2.9.4. Navigate to and select the required file.

2.9.5. Click the (Open) button.



Field Type Description Mandatory Document Type Drop down list Type of document to be uploaded Yes

File Name Browse function Enables explorer window to navigate to the

required document Yes

Document Type



2.10. Insurances Tab

2.10.1. Contractors must upload all relevant insurance certificates. Note: Only PDF files can be uploaded.

2.10.2. Select the [Insurance Type], see figure below.



2.10.5. Enter the [Level of Cover]

2.10.6. Enter the [Expiry Date.

Document Type




Field Type Description Mandatory Insurance Type Drop down list Type of insurance Yes

Level of Cover Numeric Level of cover provided by insurance Yes

Expiry Date Date Insurance expiry date Yes

File name Browse function Filename of insurance certificate image Yes