Supply Chain Management Module Tabs
In the Supply Chain Management module, there are a number of tabs that contain smart interactive grids that display key information, e.g. a list of completed Records for the module.
Image: Navigating to the Tabs of the Supply Chain Management Module
Supply Chain Management Module Tabs
Smart interactive grids that display key information can be seen for:
The Approved Supplier List shows all the Supplier who have been Approved either by Full Assessment or Supplier Audit. Under each Supplier there will also be a list of Materials which have been Approved by Material Full Assessment for this Supplier.
Image: Approved Suppliers List Tab
1. Supplier: The Name of the Supplier will appear here.
2. Material: The Materials which the been related to the Supplier and Approved by a Material Full Assessment, will appear under the Supplier name.
Note: If the Supplier has not been Approved (either by a Supplier Full Assessment or Supplier Audit), the Materials that are related to them will not show up. The Supplier should be Approved in order for the Material to be Approved.
3. Risk: The Risk of the Material as detailed in the most recent Material Full Assessment for the Supplier will appear here.
Note: This Risk will come from the 'Risk Assessment - Presence of Control', unless the 'Risk Assessment - Presence of Control' was not completed in the Full Assessment, the Risk will come from the 'Risk Assessment - Absence of Control'.
4. Last Assessment: The Date the last Material Full Assessment was completed from this Supplier will appear here.
5. Next Assessment: The Date the next Material Full Assessment is due to be completed for the Material from this Supplier will appear here.
Note: The 'Next Assessment' will only populate if a Scheduler has been noted in the Material Full Assessment Program.
6. Arrow Icon: Use the arrows to move through pages of Suppliers. The arrows will appear in blue when multiple pages are available to move through.
7. Refresh Icon: Click the refresh icon button to ensure the Suppliers that are listed are up-to-date.
8. Search Bar: Use the search bar to search for the name of the Supplier you are looking for.
9. Print Icon: Click the print icon to print the Approved Supplier List tab page.
The Complete tab is where you will find all the completed Supply Chain Management Records, e.g. Full Assessment Records (Supplier and Material), Pre-Assessment Records, Supplier Audit Records and Supplier Corrective Actions Records.
Image: Complete Tab
1. Search Bar: Use the search bar to search for the name of the Record you are looking for, e.g. use the name of the Supplier.
2. No.: The number of the Record will appear here. The system automatically provides the Record with a number starting from 1 and working its way up.
Note: Each Record Type will be assigned a numbering from 1. Therefore you may see the same number multiple times.
3. Date: The Date the Record was generated on will appear here.
4. Name: The Name of the Record will appear here. Click the blue text link to access the Record.
5. Type: The Type of the Record will appear here.
Tip: You can filter the Type column by clicking the arrow to the right side of the column name and choose the filter option to select a specific Record Type to filter by, e.g. supplier corrective actions. See the section below for more details on filtering/sorting.
6. Supplier: The Name of the Supplier the Record relates to will appear here.
Tip: You can filter the Supplier column by clicking the arrow to the right side of the column name and choose the filter option to detail a specific Supplier to filter by. See the section below for more details on filtering/sorting.
7. Risk: The Risk associated with the Record will appear here. Not all Record Types will contain a Risk. Therefore some Risks may be left blank, e.g. Supplier Audit Record.
Note: The Risk for the Full Assessment Records will depend on which workflow stages are completed. The system will pick the Risk from the 'Risk Assessment - Presence of Control' workflow stage if completed. If this workflow was not completed, the system will pick the Risk from the 'Risk Assessment - Absence of Control' workflow stage.
8. Completed By: The Name of the person who completed the Record.
9. Archived: The Archive column allows you to see if the Record is Archived (Yes) or not (No). By default, the grid will show 'No'. Point 12 below explains the use of the Archive button, which is used to see Archived Records in the grid.
10. Arrow Icon: Use the arrows to move through pages of Records. The arrows will appear in blue when multiple pages are available to move through.
11. Refresh Icon: Click the refresh icon button to ensure the Records that are listed are up-to-date.
12. Display Archived Records: Click the Displayed Archived Records dropdown to select from the options, Yes, No or Both. Yes will allow you to see only the Archived Records. Both will allow you to see both Archived and live Records together. By default this is set to 'No', meaning only live Records are displayed in the grid.
Image: Display Archived Records Dropdown
13. Show Entries: Click the Show Entries dropdown to select from the option, 10, 20, 30 or 40. This will allow you to see this number of Completed Records on one page. By default, 10 Completed Records are displayed and you can use the arrows to move through the pages of Records. However, you can use the 'Show Entries' button to change how many Record are displayed.
Image: Show Entries Dropdown
14. Print Icon: Click the print icon to print the Completed tab page.
The Plan tab is where you will find all your Full Assessment (Supplier and Material), Pre-Assessment, and Supplier Audit Programmes that have been created.
Image: Plan Tab
1. Search Bar: Use the search bar to search for the name of the Program you are looking for, e.g. use the name of the Supplier.
2. No.: The number of the Programme will appear here. The system automatically provides the Programme with a number starting from 1 and working its way up.
Note: Each Programme Type will be assigned a numbering from 1. Therefore you may see the same number multiple times.
3. Date: The Date the Programme was created on will appear here.
4. Name: The Name of the Programme will appear here. Click the blue text link to access the Programme.
5. Type: The Type of the Programme will appear here.
Tip: You can filter the Type column by clicking the arrow to the right side of the column name and choose the filter option to select a specific Programme Type to filter by, e.g. Full Assessment. See the section below for more details on filtering/sorting.
6. Repeat: The frequency of which Records will generated from the Programme will appear under the Repeat column. If the Programme does not have a scheduler set (or the scheduler was not set in the Template selected when creating the Programme), the Repeat field will be blank.
7. Last Actioned: The Date the last Record was Actioned from the Programme will appear here. 'Actioned' refers to when a workflow stage of the Record has been Saved and Submitted. If a Record has been opened on the first workflow stage, but has only been 'Saved', the Last Actioned will appear blank. If a Record has not been opened for the Programme at all, the Last Actioned will also appear blank.
8. Last Completed: The Date when the last Record generated from the Programme was completed will appear here.
9. Next Due: The Date the next Record is due to be completed for the Programme. If the Programme does not have a scheduler set (or the scheduler was not set in the Template selected when creating the Programme), the Next Due field will be blank.
10. Archived: The Archive column allows you to see if the Programme is Archived (Yes) or not (No). By default, the grid will show 'No'. Point 13 below explains the use of the Archive button, which is used to see Archived Programmes in the grid.
11. Arrow Icon: Use the arrows to move through pages of Programmes. The arrows will appear in blue when multiple pages are available to move through.
12. Refresh Icon: Click the refresh icon button to ensure the Programmes that are listed are up-to-date.
13. Display Archived Records: Click the Displayed Archived Records dropdown to select from the options, Yes, No or Both. Yes will allow you to see only the Archived Programmes. Both will allow you to see both Archived and live Programmes together. By default this is set to 'No', meaning only live Programmes are displayed in the grid.
Image: Display Archived Records Dropdown
14. Show Entries: Click the Show Entries dropdown to select from the option, 10, 20, 30 or 40. This will allow you to see this number of Programmes on one page. By default, 10 Programmes are displayed and you can use the arrows to move through the pages of Programmes. However, you can use the 'Show Entries' button to change how many Programmes are displayed.
Image: Show Entries Dropdown
15. Print Icon: Click the print icon to print the Plan tab page.
The Actions tab displays the records which have been opened and have not been fully closed out yet. The 'Action Required' column will allow you to see what stage the Record is on and for Assessment Records if the 'Data Collection' workflow stage is still with the Supplier, e.g. Awaiting Data [Collection Supplier], or back with the Primary Assessor, e.g. Awaiting Data Collection [Assigned Assessor].
Image: Actions Tab
The Dashboards analyse the Open Actions (Open Records) for the Actions tab. It then breaks down the overall Open Actions (Open Records) by the Record Type.
1. Open Actions:
- Actions Open: This shows the number of overall Open Actions the Supplier has.
- Actions Overdue: This shows the number of Open Actions that are are Overdue, regardless of the Risk assigned to the Action.
- Significant Risk Actions Overdue: This shows the number of Open Actions that are Overdue and have been assigned a Significant Risk, e.g. High Risk.
Note: The Open Actions Dashboard only includes Pre-Assessments, Full Assessments, Supplier Audits and Supplier Corrective Actions. It does not include the Supplier Complaints or Performance Reviews.
2. Assessments:
- Assessments Open: This shows the number of Open Assessment (Pre-Assessment and Full Assessment) Records the Supplier has.
- Assessments Overdue: This shows the number of Open Assessment (Pre-Assessment and Full Assessment) Records that are Overdue, regardless of the Risk assigned to the Record.
- Significant Risk Actions Overdue: This shows the number of Open Assessment Full Assessment Records that are Overdue and have been assigned a Significant Risk, e.g. High Risk.
Note: Pre-Assessment Records do not have a Risk assigned to them. Therefore, they will not sit within the Significant Risk Actions Overdue.
3. Performance: Not available in system - currently being developed
4. Supplier Corrective Actions:
- Corrective Actions: This shows the number of Open Supplier Corrective Action Records the Supplier has.
- Corrective Actions Overdue: This shows the number of Open Supplier Corrective Action Records that are Overdue, regardless of the Risk assigned to the Record.
- Signifi. Risk Corrective Actions Overdue: This shows the number of Open Supplier Corrective Action Records that are Overdue and have been assigned a Significant Risk, e.g. High Risk.
5. Supplier Complaints:
- Supplier Complaints Open: This shows the number of Open Complaint Records raised against the Supplier.
- Supplier Complaints Overdue: This shows the number of Open Complaint Records raised against the Supplier that are Overdue, regardless of the Risk assigned to the Record.
- Supplier Complaints Significant Risk: This shows the number of Open Complaint Records raised against the Supplier that are Overdue and have been assigned a Significant Risk, e.g. High Risk.
6. Audits:
- Audits Open: This shows the number of Open Supplier Audit Records the Supplier has.
- Audits Overdue: This shows the number of Open Supplier Audit Records that are Overdue, regardless of the Risk assigned to the Record.
- Significant Risk Audits Overdue: This shows the number of Open Supplier Audit Records that are Overdue and have been assigned a Significant Risk, e.g. High Risk.
7. Search Bar: Use the search bar to search for the name of the Record you are looking for, e.g. use the name of the Supplier.
8. No.: The number of the Record will appear here. The system automatically provides the Record with a number starting from 1 and working its way up.
Note: Each Record Type will be assigned a numbering from 1. Therefore you may see the same number multiple times.
9. Date: The Date the Record was generated on will appear here.
10. Name: The Name of the Record will appear here. Click the blue text link to access the Record.
11. Type: The Type of the Record will appear here.
Tip: You can filter the Type column by clicking the arrow to the right side of the column name and choose the filter option to select a specific Record Type to filter by, e.g. supplier corrective actions. See the section below for more details on filtering/sorting.
12. Supplier: The Name of the Supplier the Record relates to will appear here.
Tip: You can filter the Supplier column by clicking the arrow to the right side of the column name and choose the filter option to detail a specific Supplier to filter by. See the section below for more details on filtering/sorting.
13. Responsible/Assessor: The Name of the Responsible Person/Assigned Assessor for the Record will appear here. The Assigned Assessor will relate to Full Assessments and Pre-Assessments Records, while the Responsible will relate to Supplier Corrective Actions and Supplier Audit Records.
Note: The Responsible Person/Assigned Assessor will show both Internal Employees and Supplier Contacts depending on who is Responsible for the workflow stage of the Record.
14. Risk: The Risk associated with the Record will appear here. Not all Record Types will contain a Risk. Therefore some Risks may be left blank, e.g. Supplier Audit Record.
Note: The Risk for the Full Assessment Records will depend on which workflow stages are completed. The system will pick the Risk from the 'Risk Assessment - Presence of Control' workflow stage if completed. If this workflow was not completed, the system will pick the Risk from the 'Risk Assessment - Absence of Control' workflow stage.
15. Due: The Date the Record is due to be completed will appear here. If the Programme did not have a scheduler set when the Record was opened, the Due field will be blank.
16. Action Required: The Name of the workflow stage the Record is currently within will be displayed here. Click on the name of the workflow stage in blue text to access the Record.
Note: For Full Assessment and Pre-Assessment Records, the Data Collection workflow stage 'Action required' will note if the Record is currently under the Responsibility of the Supplier, Awaiting Data Collection [By Supplier], with the Assigned Assessor, Awaiting Data Collection [Assigned Assessor] or with an Internal Employee, Awaiting Data Collection [Employee] (If you have assigned this Record to an Internal Employee to complete on the Suppliers behalf).
Tip: Use the Action Required Filter to easily locate Records of a certain workflow stage. However, note that if you have first used the 'Type' filter to select the Record Type, e.g. Full Assessment, the 'Action Required' Filter will not only show the workflow stages of the Full Assessment. It will still show all workflow stages from all Types of Records.
Image: Action Required Filter
17. Archived: The Archive column allows you to see if the Record is Archived (Yes) or not (No). By default, the grid will show 'No'. Point 20 below explains the use of the Archive button, which is used to see Archived Records in the grid.
18. Arrow Icon: Use the arrows to move through pages of Records. The arrows will appear in blue when multiple pages are available to move through.
19. Refresh Icon: Click the refresh icon button to ensure the Records that are listed are up-to-date.
20. Display Archived Records: Click the Displayed Archived Records dropdown to select from the options, Yes, No or Both. Yes will allow you to see only the Archived Records. Both will allow you to see both Archived and live Records together. By default this is set to 'No', meaning only live Records are displayed in the grid.
Image: Display Archived Records Dropdown
21. Show Entries: Click the Show Entries dropdown to select from the option, 10, 20, 30 or 40. This will allow you to see this number of Records on one page. By default, 10 Records are displayed and you can use the arrows to move through the pages of Records. However, you can use the 'Show Entries' button to change how many Record are displayed.
Image: Show Entries Dropdown
22. Print Icon: Click the print icon to print the Actions tab page.
The Template tab displays all the Full Assessment and Pre-Assessment Templates that have been created.
Image: Template Tab
1. Search Bar: Use the search bar to search for the name of the Template you are looking for, e.g. type of the Supplier.
2. No.: The number of the Template will appear here. The system automatically provides the Template with a number starting from 1 and working its way up.
Note: Each Template Type will be assigned a numbering from 1. Therefore you may see the same number twice.
3. Date: The Date the Template was created on will appear here.
4. Name: The Name of the Template will appear here. Click the blue text link to access the Template.
5. Type: The Type of the Template will appear here.
Tip: You can filter the Type column by clicking the arrow to the right side of the column name and choose the filter option to select a specific Template Type to filter by, e.g. Full Assessment. See the section below for more details on filtering/sorting.
6. Folder: The Name of the Folder the Template was added into will appear here.
7. Assigned Assessor: The Name of the Assigned Assessor (Primary Assessor) of the Template will appear here.
Remember: The Assigned Assessor (Primary Assessor), along with the Secondary Assessor, can be changed when the Template is selected when creating Assessment Programmes.
8. Archived: The Archive column allows you to see if the Template is Archived (Yes) or not (No). By default, the grid will show 'No'. Point 11 below explains the use of the Archive button, which is used to see Archived Template in the grid.
9. Arrow Icon: Use the arrows to move through pages of Templates. The arrows will appear in blue when multiple pages are available to move through.
10. Refresh Icon: Click the refresh icon button to ensure the Templates that are listed are up-to-date.
11. Display Archived Records: Click the Displayed Archived Records dropdown to select from the options, Yes, No or Both. Yes will allow you to see only the Archived Templates. Both will allow you to see both Archived and live Templates together. By default this is set to 'No', meaning only live Templates are displayed in the grid.
Image: Display Archived Records Dropdown
12. Show Entries: Click the Show Entries dropdown to select from the option, 10, 20, 30 or 40. This will allow you to see this number of Templates on one page. By default, 10 Templates are displayed and you can use the arrows to move through the pages of Templates. However, you can use the 'Show Entries' button to change how many Templates are displayed.
Image: Show Entries Dropdown
13. Print Icon: Click the print icon to print the Template tab page.
The Suppliers tab allows you to see all Suppliers that are in 'Master Data>Contacts'. Use the filters on the columns to filter for through the Suppliers, e.g. Status.
Image: Suppliers Tab
1. Search: Use the search bar to search for the name of the Supplier you are looking.
2. Identifier: The Identifier detailed in the Supplier Page in Master Data will appear here.
3. Date: The Date the Supplier was created in Master Data will appear here.
4. Name: The Name given to the Supplier in the Supplier Page in Master Data will appear here. Click the blue text link to access the Supplier in Master Data.
5. Folder: The Folder the Supplier was added into in the Supplier Page in Master Data will appear here.
6. Status: The Status of the Supplier, e.g. Approved or Not Approved, will appear here.
7. Reference: The Reference field from the Supplier Page in Master Data will appear here.
8. Category: The Supplier Category assigned to the Supplier, e.g. Ingredient Suppliers, in the Supplier Page in Master Data will appear here.
9. Type: The Supplier Type assigned to the Supplier, e.g. Agent or Broker, in the Supplier Page in Master Data will appear here.
10. Risk: The Risk of the Supplier, coming from the most recently completed Full Assessment Record, will appear here. If there is no Full Assessment Record, with either the Risk Assessment-Presence of Control or Risk Assessment-Absence of Control stage completed, there will be no Risk for the Supplier.
Note: The Risk of the Supplier will depend on which workflow stages are completed in the Full Assessment Record. The system will pick the Risk from the 'Risk Assessment - Presence of Control' workflow stage if completed. If this workflow was not completed, the system will pick the Risk from the 'Risk Assessment - Absence of Control' workflow stage.
11. Contact Person: The Contact Person, the main contact in the first row of the Suppliers Page in Master Data, will appear here.
12. Email Address: The Contact Person's Email Address in the Suppliers Page in Master Data will appear here.
13. Phone: The Contact Person's Phone Number in the Suppliers Page in Master Data will appear here.
14. Archived: The Archive column allows you to see if the Supplier is Archived (Yes) or not (No). By default, the grid will show 'No'. Point 17 below explains the use of the Archive button, which is used to see Archived Suppliers in the grid.
15. Arrow Icon: Use the arrows to move through pages of Suppliers. The arrows will appear in blue when multiple pages are available to move through.
16. Refresh Icon: Click the refresh icon button to ensure the Suppliers that are listed are up-to-date.
17. Display Archived Records: Click the Displayed Archived Records dropdown to select from the options, Yes, No or Both. Yes will allow you to see only the Archived Suppliers. Both will allow you to see both Archived and live Suppliers together. By default this is set to 'No', meaning only live Suppliers are displayed in the grid.
Image: Display Archived Records Dropdown
18. Show Entries: Click the Show Entries dropdown to select from the option, 10, 20, 30 or 40. This will allow you to see this number of Suppliers on one page. By default, 10 Suppliers are displayed and you can use the arrows to move through the pages of Suppliers. However, you can use the 'Show Entries' button to change how many Suppliers are displayed.
Image: Show Entries Dropdown
19. World Symbol: Click the World Symbol to see all the Supplier's locations on the World Map.
Image: World Map
Note: The Supplier's Physical Address must be completed in the Supplier Page in Master Data for their location to be noted on the World Map.
20. Print Icon: Click the print icon to print the Suppliers tab page.
The Materials tab allows you to see all Materials that are in 'Master Data>Products & Materials'. Use the filters on the columns to filter for through the Materials, e.g. Folder.
Image: Materials Tab
1. Search: Use the search bar to search for the name of the Material you are looking.
2. Our Material Code: The Our Material Code detailed in the Material Page in Master Data will appear here.
3. Date: The Date the Material was created in Master Data will appear here.
4. Name: The Name given to the Material in the Material Page in Master Data will appear here. Click the blue text link to access the Material in Master Data.
5. Folder: The Folder the Material was added into in the Material Page in Master Data will appear here.
6. Supplier Material Code: The Supplier Material Codes detailed in the Material Page in Master Data will appear here.
7. Category: The Material Category assigned to the Material, e.g. Ingredient, in the Material Page in Master Data will appear here.
8. Risk: The Risk of the Material, coming from the Risk in the Material Page in Master Data, will appear here.
Note: This is not the Risk from the Material Full Assessment.
9. Archived: The Archive column allows you to see if the Material is Archived (Yes) or not (No). By default, the grid will show 'No'. Point 17 below explains the use of the Archive button, which is used to see Archived in the grid.
10. Arrow Icon: Use the arrows to move through pages of Materials. The arrows will appear in blue when multiple pages are available to move through.
11. Refresh Icon: Click the refresh icon button to ensure the that are listed are up-to-date.
12. Display Archived Records: Click the Displayed Archived Records dropdown to select from the options, Yes, No or Both. Yes will allow you to see only the Archived Materials. Both will allow you to see both Archived and live Materials together. By default this is set to 'No', meaning only live Materials are displayed in the grid.
Image: Display Archived Records Dropdown
13. Show Entries: Click the Show Entries dropdown to select from the option, 10, 20, 30 or 40. This will allow you to see this number of Materials on one page. By default, 10 Materials are displayed and you can use the arrows to move through the pages of Materials. However, you can use the 'Show Entries' button to change how many Materials are displayed.
Image: Show Entries Dropdown
14. Print Icon: Click the print icon to print the Materials tab page.
Sorting and Filtering
Throughout the tabs, columns can be sorted and filtered by clicking on the white arrow to the right of the column heading. The sort and filtering options will then appear. Each column will have it's own sort and filtering options.
Note: The columns will default back to normal if the page is refreshed.
Image: White Arrows for Sort and Filtering
1. Sort Ascending or Sort Descending: Sort the column data in ascending order or descending order.
Image: Sort Ascending or Sort Descending Buttons
2. Columns: To remove certain rows from view, use the Columns button and untick the columns you wish to remove.
Image: Column Buttons
3. Filters: To filter through the data, use the Filter button. The options for the Filter button will be different for each column. See examples of the different Filters below.
Image: Filters Button Options
Image: Filters Button Options
Image: Filters Button Options
Image: Filters Button Options
Image: Filters Button Options
