Consult the most frequently asked questions here
A small repository to clear up the most common doubts that arise.
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Frequently asked questions about the application
A review of the most frequently asked questions by users.
I have registered, what is the next step?
When you register, the system displays a red alert bar. Click on the alert box and you will be prompted to make some assignments so that the system can generate the requests for the documents required by the client.
Is there a manual or guide available?
Yes, within our Need Help bubble (bottom right corner of the page) you have access to Download the quick guide, help by topic or Contact us (support team).
What are allocations?
It is a configuration of parameters that allow the system to generate the requirements that the client will request depending on the activity, risks, type of machinery, type of worker.
What should I do if when managing assignments there is no option that matches the type of work my workers will be doing?
In these cases you should contact the support team and detail the tasks to be performed. In this way, they will be able to guide you with the assignment to be made and if there is no suitable group, they will contact the client to confirm which one to assign or if it should be configured.
How can I assign a new client to an existing subcontractor?
You must search for your contract in the search engine and access your dashboard. Then in the menu on the left margin go to Assignments. On the right hand side, click on Configure clients. Select the checkbox for the clients of the contracting chain and click on Save. Then do not forget to make the mandatory assignments of the end customer for whom the documentation is managed on the platform.
Why don't I get the documents to upload in the workers or in my company?
This is because the system to display the customer's requests requires that the assignments are first made in your company or in the employee. You must assign everything that applies and that is marked as a mandatory assignment.
How should I proceed to make assignments for a group that I do not see available in the list of options shown when making assignments for an employee or machine?
In this case, the first thing to do is to verify that we have added all the options configured by the client in our company's assignments. To do this, we will go to the main dashboard of our company by clicking on the dokify logo at the top left edge of the page. Then we will go to Assignments in the left margin menu. In the client's assignments tab, we will display the options in the corresponding section (risk, activities, positions) and if there are unassigned options, + Add new assignment will be displayed. Click on this sentence and we will see the rest of the groups configured, if we find ours or one that fits with what we want to assign to the employee or the machine, select the box and click on save configuration. This way when we return to the employee or machine assignments we can assign that option.
How can I see in the system if my employee is already accredited to access the customer centre?
The employee's dashboard shows Accreditation customers. This shows the clients for which the worker or machine has been assigned and the icon of a smiley face which, in red or green, indicates Not accredited or Accredited. This face shows the obligatory documents of the company and of the worker or machine necessary for access to the client's installation.
I cannot see my subcontractor's employees.
In this case you should instruct your contractor to connect their employees to your company.
Just go to customers, click on your company name and then go to Employees→Disconnected, select the relevant employee checkboxes and click on the connect button.
How can I change or reset my password?
Just log in to Dokify.net and go to Login. There you will click on Forgot your login details? Enter the captcha code indicated and enter your username or email address associated with the user and then click on Submit. You should receive a password reset email from noreply@dokify.net.
How can I obtain or download the documents that my client requests to sign to have received?
All you have to do is go to company, employee or machine documents and click on the Templates tab. Inside you will find the documents that the customer makes available in folders.
Glossary of documents
I'm sure that many of the documents sound like Chinese to you, so here's a little help.
What is a risk assessment?
Document that lists the risks that may exist in each and every one of the workstations, equipment and work centres that may affect the health and safety of workers.
Which document must be provided in the application for risk training for the post?
Occupational risk training that the worker receives on being hired, adequate and specific for the job that he/she is going to perform in compliance with art. 19 of the law on occupational risk prevention.
What is preventive activity planning?
Document that describes the preventive activity plan in order to control the risks resulting from the risk assessment. It must include the necessary human and material resources, as well as the allocation of the economic resources required to achieve the proposed objectives. It is the prevention technician who has drawn up the Risk Assessment who determines the measures that the company must plan and implement.
Which document is to be provided with the application Mutual accident insurance?
Document accrediting the relationship established between a natural or legal person (company) and a Mutual Insurance Company collaborating with the Social Security, for the coverage of work-related accidents and occupational illnesses of each and every one of its employees.
What certification do I need to provide when applying for training for work at heights?
Specific on-site training for work at heights, given by an approved training entity or prevention technician on-site.
What is the Designation of Preventive Remedy?
This is when the company designates a worker for a specific work or job with the function of supervising compliance with the preventive activities foreseen in the planning for risk control, checking that they are effective and adapting such activities to the risks to be prevented, and for which he/she must have 50/60 hours of basic prevention training.
What is the proof of risk information?
This is the document signed by the worker, certifying that he/she is informed of the risks involved in his/her job.
What is the training certificate in the use of machinery?
This is a specific training certificate on the use and operation of machinery. Specifically, the one that corresponds to the type of machinery assigned to the worker on the platform must be provided. For example, if the worker is assigned to a lifting platform, a certificate of training in the use and handling of lifting platforms must be provided, in compliance with the criteria established by the client (theoretical-practical, on-site).
If I have my own prevention service, what do I upload in the SPA contract application and what do I receive?
If your company has a PPS or PPS for all specialities (Occupational Safety, Hygiene, Ergonomics and Health Surveillance), it will be sufficient for you to provide only the act of constitution of the PPS or PPS in both sections. If it is mixed, that is to say, if you have SPP and SPA for Health Surveillance, it will suffice to make a single file containing the act of constitution of the SPP and the contract with the external prevention service for Health Surveillance. In the receipt section, you will only upload the proof of payment of the contract with the SPA for Health Surveillance.
What is the ITA (Report of discharged workers)?
This is a report issued by the Social Security General Treasury specifying the employees who are active in the company at the time the report is requested.
How will dokify help me?
We show you the most common doubts our clients have.
You want to fully automate your management of the CAE
You've come to the right place. At dokify, we have been helping companies to manage the coordination with their contractors in a fully automated way for more than 10 years. The peace of mind of a job well done is priceless.
You need a personal consultant
If what you are looking for is to have a person at your disposal to take care of the whole process, to have someone with maximum dedication to resolve any doubts, to attack any situation that may arise quickly and swiftly, then you have come to the ideal company.
Need advice on adopting the CAE industry standard?
If you need personalised assistance to adhere to the successful CAE+ standard, this is the platform for you, as more than 90% of our clients have adhered to our standard smoothly.
The CAE+ standard has been created by experts and heads of PRL from clients such as Alcampo, Leroy Merlín, Makro and Ikea, together with the developers of the CAE dokify platform. The standard was created to unify criteria and streamline the coordination of business activities (CAE), to ensure greater legal certainty and reduce costs for everyone.
You want the best training for your users
If you need a CAE platform that includes online training services for all your company's users, dokify is for you.
If you also want to include free training for your new users who are added to the platform, and if you want the trainers to be as friendly as a penny, then dokify CAE is the platform you are looking for.
You want the fastest validation service in the West
At dokify you have the urgent validation service, an exclusive service that allows your contractors to request an urgent review of their documentation by a technician.
Although we promise to have it in 24 hours, the reality is that the average time for urgent validation is less than 1 hour, exactly 31 minutes.
You need a trained team who are experts in document review.
Dokify is for you, whether you want to do the document verification internally in your company or have us take care of it for you.
We put at your disposal a team of technical experts in PRL who will be in charge of checking all your documentation.
You want to have transparent and clear costs
Our aim is to be transparent with our prices, that's why we have created a specific section where you can check the price of your licence:
Price of the platform for the coordination of business activities: CAE Rates
Price of the supplier approval platform: Approval rates
Price of the working time control platform: Working Time Rates
Preventive maintenance management platform price: Maintenance Rates
And if you have any questions you can contact us at any time: Contact us
You want the implementation of the CAE to go smoothly Filipino
If you are concerned about the complexity of implementing a CAE platform, you have come to the right place.
We accompany you hand in hand in the implementation, by assigning an expert consultant to you, who will make everything run smoothly.
You need efficient and effective commissioning.
If you're looking for us to take care of the complexity of start-up, you've landed on the right CAE platform.
The implementation department, together with our support force, employs a multi-media communication system with your contractors so that they have all the necessary means to make the registration and uploading of documents as simple and agile as possible.
You want your hires to be supported by experts
If you are concerned about any questions or needs your contractors may have, you can rest assured. Dokify has an automatic notification system to guide your contractors in the management of their documents. And if they need it, they will have the best technical support on the market at their side.
You want to have an automatic notification system for your contractors.
With dokify your contractors will always be informed of the status of their documents, so you don't have to worry about that. They will automatically receive email notifications about the status of their documents and what action they need to take in the event of expiry, rejection or new applications.
You are looking for efficient support and a friendly service
If what you need is to count on a group of charming people, always available to solve your doubts and those of your contractors, you have come to the right place.
At dokify we have the solution whisperers, the biggest and best team you have available to solve any event.
You want to keep a quick and easy contact with your contractors
With dokify you are always in direct contact with your contractors. Send them personalised communications or activate informative pop-ups so that they are always up to date with all your news.
You want to have personalised reports
Generate customised reports from your company's data and export them to a pdf or excel file to share with your team.
You need contractors to be able to coordinate their documents with other platforms automatically.
dokify is integrated into Konvergia, the first network of CAE platforms that enables connectivity for the automatic exchange of documents. Thanks to this collaboration, you can upload a document only once, and Konvergia will distribute it to the other applications you need.
Companies requesting documents from their contractors (recipients) benefit from this system, thanks to the reuse of documents and the interconnection of platforms.
The benefits for contractors will multiply thanks to the agility and automation of the exchange.
Complete guide
Download our step-by-step manual of the functionalities.
⏱ Response time
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🙂 Satisfaction
That's what it is about being nicer than a penny, that after passing through here you find a 98% satisfaction rate.
