- 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
1.3. Setting Up External Approval Settings
Step 1: Select Quality Management tab and select Specification Manager. Select the Admin tab, selecting General Admin.
Step 2: The External Approval section allows you to set the sign off declaration that your customers and suppliers will see when you share a specification with them for sign off. If you make changes, make sure to click on Save Settings.
Step 3: Select External Spec Approval to set up approvers for signing off specifications that have been completed by your suppliers.
Step 4: Click on Add Received Approvers to add new approvers, this will open a window with the approver options:
- Site – select site for specifications.
- 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.
- Approvers applicable to – select whether you want these approvers to be set for previous and future specifications or only future.
- Users – select the user(s) who will be asked to sign off specifications that match the selected settings.
Step 5: To save click on Add Approvers and these can be deleted by clicking on the button to the right of them.
