- Knowledge Base
- Specification Manager
- Initial Setup For Specification Manager
-
FAQs
-
Activation Process
-
One Pagers
-
Document Request Manager
-
Settings- Company Settings
-
Settings- Company Users Email & Security
-
Supply Chain Manager
-
Product Check Manager
-
Internal Document Manager
-
Production Models
-
Supplier Manager
-
Settings- Manage Products
-
Supplier Questionnaire Manager
-
Supplier Check Manager
-
Supplier Document Manager
- Tool Documentation
- Initial Setup of Supplier Document Manager
- Creating A Supplier Document Template
- Building The Document
- Approving The Document Internally Before Sending Out
- Delete Documents
- View Selected
- Sharing A Document With Suppliers To Sign Off
- Exceptions
- Sign Off Review
- Viewing A Customer Document
- Sign Off The Document
- Assign Responsibility
- Delete/Reject Selected
- Receiving & Viewing An Exception
-
Risk Assessment Manager
-
Incident Manager
- Tool Documentation
- Initial Setup
- Create Incident Forms – Supplier & Customer Confirmations
- Edit Incident Forms – Supplier & Customer Confirmations
- RASFF Notifications
- Create An Incident From The RASFF Notifications
- View Incident
- Edit Incident
- Share An Incident
- View Company Incident Shares
- View Responses From Supplier
- Request More Info
- Respond To Incident/Confirm/Close Out Incident
- Supplier Side Incident Manager
-
Remote Audit Manager
-
Specification Manager
- Tool Documentation
- Initial Setup For Specification Manager
- Creating Specification Templates
- Creating And Managing Company Specifications
- Creating and Managing Collaborative Specifications
- Creating and Managing Ingredient Specifications
- Sharing and Managing External Specifications
- Providing Customer Access To Linked Specifications
- Managing Specification Exceptions
- Viewing Specifications On The App
-
Customer Complaint Manager
-
Internal Check Manager
-
Workflow Manager
-
Stock Manager
-
Forecast Manager
-
Order Manager
-
Meeting Notes Manager
-
Customer Tool Guides
-
Traceability Manager
-
Supplier Audit Manager
- Tool Documentation
- Initial Setup
- Building A Custom Audit
- Using And Completing An Audit
- Update An Audit
- Request An Internal Review
- Mark Audit As Complete
- Notify Team Members
- Send PDF Report
- Export Full Audit Table To PDF
- Export Full Audit Table To Excel
- Recall Audit
- Reopen Audit
- Managing Activity Subscriptions
- Supplier Provided Audits
-
Purchasing & Sales Manager
-
Visit & Audit Schedule
-
Formbuilder
1.2. Setting Up Internal Review And Approval Settings
Step 1: Select Quality Management tab and select Specification Manager. Select Admin tab, selecting General Admin.
Step 2: The Internal Approval section allows you to set the version incrementing for new specifications (a specification’s version will update when a change is made to an approved specification). You can also select the settings for turning on whether approval is required. Make sure to click on Save Settings at the bottom of the page after selecting your options.
Step 3: If the internal approval has been turned on, add on approvers by clicking on the Add Internal Approvers. This will open a window with the approver options:
- Site – select site for specifications.
- Product type – you can set different approvers for different product types or leave as ‘All’.
- Specification template - you can set different approvers for different specification templates or leave as ‘All’.
- Sign off type – if you are selecting more than one approver, the All Selected Users option will force all the selected users to sign off the specification before becoming approver, or the One Selected Users option will update the specification to approved after one user signs off the specification.
- Users – select the user(s) who will be asked to sign off specifications that match the selected settings.
Step 4: To save click on Add Approvers and these can be edited or deleted by clicking on the buttons to the right of them.