The Companies and Contacts section is an important part of QAntrol as the information entered is widely referenced and used by other Registers. Companies to be referenced in the QAntrol database and their associated personal will need to be entered into this section including at a minimum Companies for the Client, Superintendent, Main Contractor and Major Suppliers for testing, concrete, quarry, reinforcement and precast supply.

To access the Companies and Contact section from the PROJECT view, select “Companies and Contacts” and the “Companies and Contacts” register will display.   The grid displays the Company Name in the Parent Row.  The associated Child rows for each Company maybe expanded to show the contact details of individual Employees.

IMPORTANT:

The Companies and Contacts register has one default entry titled “Main Contractor”, this entry cannot be deleted and should be adopted for use by the Main Contractor with the default Company Name “Main Contractor” changed to suit the actual Company name using “Edit”.

 

Adding, Editing Companies

 

•Select Add or Edit from the register control buttons located on the bottom right hand side of the screen

•The “Company Details” editor will appear.  The minimum entry requirements for this screen is the Name of the Company (mandatory field), the remaining fields are optional.

•Select “OK” to save the record

•The new Company will appear in the grid.

A Company has to be created and saved into the Company and Contacts Register before any associated Contacts can be added.

 

Deleting Companies

 

•In the “Company and Contacts” register select the Company to be deleted by pointing and clicking using the mouse. The selected Company will be highlighted in blue.

•Select “Delete” from the register control buttons located on the bottom right hand side of the screen

•A Delete Company Confirmation Popup is displayed confirming the name of the Company to be deleted

•Select “Yes” to delete the Company

•Select “No” to cancel delete

NOTE:
Companies and Contacts are used widely in other Registers, QAntrol will not allow a Company and/or Contact to be deleted where it is linked or referenced to other  records in the database.  “A QAntrol Error…” will be encountered when attempting to delete Company and/or Contacts linked to other records, where these Error Statements are displayed then the Company and/or Contact will not be deleted.

 

Adding, Editing Contacts of a Company

Contacts are added and edited in the Company Editor Window.

 

•In the “Company and Contacts” register select the Company to be edited by pointing and clicking using the mouse. The selected Company will be highlighted in blue.

•Select Edit from the register control buttons located on the bottom right hand side of the screen

•The “Company Details” editor will appear with the default “Company Details” Tab displayed.

•Select the Tab titled “Contacts” located on the top row of the Editor and to the right of the “Company Details” Tab.

•The “Contacts” list is displayed showing any previous entries.

•Click Add or Edit to open the Contact Editor

•Enter the Name of the Contact, this is a mandatory field and must be entered before the record is saved.

•Enter the Position, Phone, Mobile and Email address of the contact, entry in these fields are optional.
IMPORTANT: Entry of the email address will allow automatic emailing of reports from the QAntrol Registers.

•Select the “OK” button to save the contact details back to the Company Editor, then Click OK again (on the Company Editor) to save the changes to the database.