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Knowledge Base

Supplier Audit Manager

Supplier Audit Manager

Tool Documentation

Supplier Audit Manager - Full Guide

Supplier Audit Manager - Overview

Initial Setup

1. Initial Setup

1.1 Terminology

1.2 Visible Columns

1.3 Outcomes & Scoring

1.3.1 Enable Or Disable Audit Outcomes & Scoring System

1.3.2 Set Audit Outcomes

1.3.3 Add New Score Rating

1.4 Custom Fields

1.4.1 Custom Dropdowns

1.4.2 Edit Or Delete Options In Custom Dropdowns

1.4.3 Custom Free Text Fields

1.5 Audit Schedule Default Settings

1.6 Export To Pdf Settings

1.7 Internal Review Setting

1.8 Additional Settings

1.9 Setting Up Audit Type Approvers

1.10 Setting Supplier Provided Audits Visible Columns

1.11 Sharing Audit Template With Third Party

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Building A Custom Audit

2.1.1 Add Locations

2.1.2 Edit Or Delete Locations

2.1.3 Add Types

2.1.4 Edit Or Delete Types

2.1.5 Add Categories

2.1.6 Edit Or Delete Categories

2.1.7 Add New Checklist

2.1.8 Edit Checklist (And Delete Sections In A Checklist)

2.1.9 Turn Checklist Off

2.1.10 Delete A Full Checklist

2.1.11 Use/Add Checklist Comments

2.1.12 Edit Or Delete Comments

2.1.13 Add Score Ratings

2.1.14 Edit Or Delete Score Ratings

2.1.15 Setting Corrective Actions

2.1.16 Edit Or Deselect Options In Corrective Actions

2.1.17 Duplicate An Audit

2.1.18 Sending An Audit Template For Approval

2.1.19 Approving An Audit Template For Use

2.2 Audit Form

2.3 Changing/Updating An Audit Template

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Using And Completing An Audit

3.1 Completing On Desktop

3.1.1 Adding An Audit Item On Its Own

3.1.2 Editing An Audit Item

3.1.3 Delete An Audit Item

3.1.4 View Audit Items

3.1.5 Delete A Full Audit

3.2 Completing An Audit On App

3.3 Sending The Audit To Your Suppliers For Response

3.4.1 View Audit

3.4.2 Export To PDF

3.4.3 Respond To The Audit Items & NCs

3.4.4 Edit A Response

3.4.5 Delete A Response

3.4.6 Send The Response

3.4.7 Responding To Further Detail Required

3.5 Send Reminder To Recipients

3.6 Edit Share Visibility

3.7.1 Viewing The Response

3.7.2 Export To PDF

3.7.3 Respond To The Audit Items Or NCs

3.7.3.1 Awaiting Supplier Action Response

3.7.3.2 Further Detail Required Response

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Update An Audit

4. Update An Audit

Request An Internal Review

5. Request An Internal Review

5.1 Approve/Confirm An Internal Review

Mark Audit As Complete

6. Mark Audit As Complete

Notify Team Members

7. Notify Team Members

Send PDF Report

8. Send PDF Report

Export Full Audit Table To PDF

9. Export Full Audit Table To PDF

Export Full Audit Table To Excel

10. Export Full Audit Table To Excel

Recall Audit

11. Recall Audit

Reopen Audit

12. Reopen Audit

Managing Activity Subscriptions

13. Managing Activity Subscriptions

Supplier Provided Audits

14.1 View Audits In Progress

14.2 Finalising Completed Audits