Overview of the Platform

Greenfence Information

• What is Greenfence's role?
• What is the relationship between AuditOne and Greenfence?
• What is the level of involvement for our organization?
• How does Greenfence work?

Who will I encounter on Greenfence?

• Organization vs Operation
• People
• Organizations

Getting started on Greenfence

Organization Onboarding

• Joining the Greenfence platform
• Step 1: Connect your organization
• Step 2: Structure your organization
• Step 3: Add services
• Step 3: Add products
• Step 4: Connect employees

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Employee Onboarding

• Joining the greenfence platform
• Step 1: Complete your profile
• Step 2: Upload personal identification
• Step 3: Upload qualifications
• Step 4: Invite others to connect
• Step 5: Request roles

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Uploading Certification Body Credentials

• How to upload credentials

Icons and Tools

• Toolbar icons
• Message Center

AuditOne Requirements

AuditOne Information

• AuditOne Payment Process Overview
• Certification Body Handbook

Overview of the 'AuditOne Certificate' Requirement

• Description of the 'AuditOne Certificate' requirement
• Requirement Process Overview

Brand Owner User Guide

• Status of Assigned Requirement Dashboard
• Multiple Brand Owners Assigning the AuditOne Requirement to the Same Supplier
• How to assign an 'AuditOne Certificate' requirement
• Retracting an Issued Requirement

Supplier User Guide - If you DO NOT HAVE a valid certificate

• Access your requirement document and monitor progress
• Stage 1 - Contracting for the audit - RFP and Contract
• Stage 2 - Audit Related Documents

Supplier User Guide - If you HAVE a valid certificate

• Uploading and Verifying (Authenticating) a Certificate

Certification Body & Auditor User Guide

• Stage 1 - Contracting for the audit - RFP and Contract (CB)
• Stage 2 – Audit Related Documents

Managing your Personal Profile

Editing your Personal Profile

• How to change my email address?
• How do I manage my personal profile?
• Forgotten Password
• Managing Passwords

Personal Authentication

• How do I authenticate my account?
• What is personal authentication?

Notifications

• How to access your notification preferences

Managing your Organization

Organizational Hierarchy

• Managing Your Organization and Hierarchy
• Managing Operations in Your Organizational Hierarchy
• Managing Direct Suppliers in Your Organizational Hierarchy
• Managing Requirements within Your Organizational Hierarchy

Editing your Organization's Profile

• How do I manage my organization's profile?

Employees

• How do I add an employee?
• How do I invite employees to my operations?
• Understanding Pre-Created Roles and Permissions
• How are roles and permissions managed?

Products/Services

• How do I add products/services?
• How do I update products/services?

Operations

• How do I add an operation?
• How do I update my operation?

Supply Chain

• How do I manage my network?
• Method 1: Map View
• Method 2: Tree View
• Method 3: Tier View

Connecting with Others

How the Platform Operates

• Platform Messaging
• Messaging Groups
• Connecting on the platform

Connecting with Other Users

• How do I invite employees?

Connecting with Organizations

• How do I invite suppliers to my network?

Documents

Viewing Other Users' Documents

• How do I view other users' documents?

Managing my Documents

• How do I upload documents?
• How do I update my documents?
• Document Authentication Request Status Guide

Privacy

Greenfence's privacy policies

• Privacy and information sharing
• Is my information secure?
• Profile Removal from the Greenfence Platform

How to Manage my Privacy Settings

• How do I manage the privacy of business information?

Miscellaneous

Platform Release Notes

• Release Notes - 9/14/2018
• Release Notes - 9/10/2018
• Release Notes - 8/11/2018
• Release Notes - 8/7/2018
• Release Notes - 7/26/2018
• Release Notes - 7/18/2018

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Glossary of Terms

• ★ Glossary of terms