Manage B-BBEE
Select PlanSmart
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Select Other
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Select B-BBEE
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Click on B-BBEE Reminder Setting
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Click on Show Report
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Select the relevant renewal month
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Click on Update Details
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Click on B-BBEE Renewal Month
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Select the submission month
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Click on Show Report
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This report will display all clients marked for the B-BBEE certification service along with their registration number.
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Click on B-BBEE Certs Not loaded
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Filter the report as required
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Click on Show Report
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Click on Files
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Click on Upload to current file categories
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Select the category
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Select the file
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Select who to send the email too or add another recipient.
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Click on Upload Files
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The client will now have a green tick to show a file was uploaded for this client.
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Click on the green tick and you can now add notes and set as complete. You can also notify other users.
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Click on Save
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The report will show you which B-BBEE Certificates have been done, or not done, if the files have been uploaded and if there are notes.
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The report will also display the total B-BBEE clients, and the % of each year that has been completed.
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Select Other
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Select B-BBEE
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Click on B-BBEE Reminder Setting
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Click on Show Report
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Select the relevant renewal month
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Click on Update Details
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Click on B-BBEE Renewal Month
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Select the submission month
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Click on Show Report
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This report will display all clients marked for the B-BBEE certification service along with their registration number.
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Click on B-BBEE Certs Not loaded
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Filter the report as required
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Click on Show Report
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Click on Files
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Click on Upload to current file categories
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Select the category
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Select the file
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Select who to send the email too or add another recipient.
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Click on Upload Files
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The client will now have a green tick to show a file was uploaded for this client.
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Click on the green tick and you can now add notes and set as complete. You can also notify other users.
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Click on Save
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The report will show you which B-BBEE Certificates have been done, or not done, if the files have been uploaded and if there are notes.
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The report will also display the total B-BBEE clients, and the % of each year that has been completed.
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Updated on: 31/10/2024
Thank you!