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FAQs
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Activation Process
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One Pagers
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Document Request Manager
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Settings- Company Settings
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Settings- Company Users Email & Security
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Supply Chain Manager
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Product Check Manager
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Internal Document Manager
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Production Models
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Supplier Manager
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Settings- Manage Products
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Supplier Questionnaire Manager
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Supplier Check Manager
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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
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Risk Assessment Manager
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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
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Remote Audit Manager
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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
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Customer Complaint Manager
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Internal Check Manager
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Workflow Manager
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Stock Manager
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Forecast Manager
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Order Manager
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Meeting Notes Manager
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Customer Tool Guides
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Traceability Manager
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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
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Purchasing & Sales Manager
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Visit & Audit Schedule
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Formbuilder
2.1 How To Create A Product Check Template
Step 1: Sign in and go to Product Check Manager under Quality Management
Step 2: Select Add New
Step 3: This is where you setup the details for that Product Check
Note that when details are added in this screen there may be different options that then require populating (see examples below)
Step 4: The Check also allows for a PRODUCT CHECK to be Auto Shared. This function allows for Product Checks to be automatically shared upon Completion to supplier users or teams. To turn this on, enable “Supplier/User Auto Share”.
In addition, there is the option to set Auto Share to "Always” on or only “When Requires Response”. The email Auto Share will ultimately be dictated by the user completing the check on the desktop site or the app, where they’ll be prompted in a dialog box to set “Require response” to Yes or No at submission. .
Auto share users can be setup at the top of the "Edit details" screen, in the "Auto Share suppliers / users" tab.
Step 5: Once done above select Save & edit then select Product Check Template
Step 6: Build your check using the form builder to suit your needs. To add a new section select Add New Section.
New Section looks like this below
Step 7: To add a new field or question select Add New – Standard Field
Step 8: Now add in the details of the question & how you want it answered using the field types.
Step 9: Once done select Add Field
New Field looks like this below
Step 10 : Repeat steps to build up your check
Step 11: Deleting a field from a Product Check Template will result in a loss of historical data associated with that field and a warning message will appear as below, requiring confirmation before proceeding.
Step 12: Product Check Scoring. Edit Product Check Template.
Step 13: Product Check Scoring templates – Colour coded dropdowns.
For product check templates with scoring enabled, colours can be set against “Weighted dropdown” options. These will pull through when completing the check and viewing completed records. Click on the edit button beside each dropdown option to add a colour from the palette.
Step 14: Using the result from a calculation field to setup conditional fields.
When setting up conditional fields using the value from another numerical field, it’s possible to also use the numerical result from a calculation to determine field visibility or requirement, by selecting the calculation field in the "Field conditions” dialog box and setting the “Comparison type” and “Comparison value”.
