This document is an instruction guide, designed to walk you through using the Encompass Training or Demonstration area. This environment is an exact replica of the functionality in the ‘live’ system. However, all reports you run are at no cost and the data you will use is only a sample of what can be achieved using the real registers and live databases of the authorities we partner with.
The tables below provide a series of ‘Example Exercises’ which you can complete, in order to experience the basic functionality that encompass has to offer. Specific ‘search data records’ are listed within each exercise, for the different ‘search types’ available. Use these records and follow the corresponding ‘instruction steps’ provided. You will not be able to deviate from the steps and search criteria to use.
Using this scenario, the following searches and steps will showcase all the key features of Encompass.
You are reviewing an application for a loan received from Paul Pettigrew for his company Mach Technology Group Pty Ltd. You wish to confirm the status of this company and identify any other companies Mr Pettigrew has an interest in.
You commence your research by undertaking an ASIC Company Current & Historical Extract, followed by an ASIC person current & historical extract on Paul Mackenzie Pettigrew.
You also note that ASIC lists Mr. Pettigrew with an address in New Farm, Queensland. You undertake a Land Title search on his address to confirm if the title for this property is held by Mr. Pettigrew.
|Policy - Conflict of Interest||MACH TECHNOLOGY GROUP PTY LTD||
|ASIC Current & Historical Extract||MACH TECHNOLOGY GROUP PTY LTD||
|ASIC Person Current & Historical Extract||Paul Mackenzie Pettigrew||
|Add a Note||Paul Mackenzie Pettigrew||
4. Close the Details
|PPSR Organisation Grantor Search||
CUSTOMTEC PTY LTD
Note the difference between the two features. The details panel now has information related to Customtec Pty Ltd
5. Right-click and select Follow-on Search
You can also click on the Follow-on search button
6. Select a PPSR Organisation Grantor Search
7. Purchase the ACN report - Click Submit
8. Open the Chart view
9. Select CUSTOMTEC PTY LTD
10. Apply a hierarchy layout
|Filter the Chart||You want to focus on a specific subset of the data||
1. Click on the More Toolbar button
2. Select Chart Filter
3. Expand the Reports section at the top of the Filter panel
4. Uncheck all the reports except the PPSR
5. Close the Chart Filter panel
|Retrieve PPSR Certificates||
7.Open the Documents view.
8. Click to Retrieve PPSR Search Certificates.
9. Click on Download Combined Reports
Note: Encompass also includes a PPSR Summary report as well as an Excel spreadsheet with the PPSR Registration details.
|Share the Workspace||
This will copy the link to the clipboard. You can paste it in an email to send to a colleague. Depending on the link you copy, the recipient will have read-only access or read and write.
Please sign in to leave a comment.