- Knowledge Base
- Workflow Manager
- Actioning A Notification Email
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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
4.2 Creating a New Template Version – Updating a Workflow Already in Progress.
Step 1: If any changes are now made to a template and it is approved the template will have a new increased version number associated with it.
Step 2: There may be already workflows created using the previous version which does not include the new changes.
Step 3: If you would like the workflows which are already in progress to take on the changes recently added to the template, open the workflow and there will be a new icon displayed – ‘Update Template Version’
Step 4: By clicking on this icon will open a new model, which will allow you to select the latest version of the template from the dropdown list.
Step 5: After updating to the latest version of the template all the steps in the workflow will be set back to ‘Not Started’ and the first step will be set to ‘In Progress’