'My Actions' for the Pre-Assessment Record
Within the Pre-Assessment Record there are four workflow stages. This article will detail which Contact will have the Action on their 'My Actions' tab for each workflow stage.
Throughout the Pre-Assessment Record the Actions will move between the following Contacts:
- Internal Contacts: Primary Assessor and Secondary Assessor
- Supplier Contacts: Primary Contact and Secondary Contact
See the different workflow stages below and which Contacts will have the Action on their 'My Actions' tab.
Remember: The Actions will only be visible on the 'My Actions' tab when the User has been Contact Associated with their Contact.
Primary Contact and Secondary Contact Actions
When a Pre-Assessment Record is opened, the Supplier Details workflow stage will open first. The Primary Contact and Secondary Contact will both have an Action on their 'My Actions' tab for this workflow stage. It is the responsibility of either of these Supplier Contacts to complete this workflow stage.
Image: Opened Supplier Details Workflow Stage
Image: Example of the Action on the Primary and Secondary Contact 'My Actions' Tab in Supplier Portal
When the Supplier Details workflow stage has been 'Saved & Submitted', the Data Collection [By Supplier] workflow stage will open. The Primary Contact and Secondary Contact will both have an Action on their 'My Actions' tab for this workflow stage. It is the responsibility of either of these Supplier Contacts to complete this workflow stage.
Image: Opened Data Collection [By Supplier] Workflow Stage
Image: Example of Action on Primary and Secondary Contact 'My Actions' Tab in Supplier Portal
Primary Assessor and Secondary Assessor Actions
When the Data Collection [By Supplier] workflow stage has been 'Saved & Returned' by one of the Supplier Contacts, the Data Collection [By Assessor] workflow stage will open. The Primary Assessor and Secondary Assessor will both have an Action on their 'My Actions' tab for this workflow stage. It is the responsibility of either of these Internal Contacts to complete this workflow stage.
Image: Opened Data Collection [By Assessor] Workflow Stage
Image: Example of the Action on the Primary and Secondary Contact 'My Actions' Tab
When the Data Collection workflow stage has been 'Saved & Submitted' by one of the Assessors, the Nonconformance & Corrective Action workflow stage will open. The Primary Assessor and Secondary Assessor will both have an Action on their 'My Actions' tab for this workflow stage. It is the responsibility of either of these Internal Contacts to complete this workflow stage.
Image: No Corrective Actions Raised within Data Collection Workflow Stage
Image: Corrective Action Raised within Data Collection Workflow Stage
Image: Example of the Action on the Primary and Secondary Contact 'My Actions' Tab
When the Nonconformance & Corrective Action workflow stage has been 'Saved & Submitted', the Determination of Action workflow stage will open. The Primary Assessor and Secondary Assessor will both have an Action on their 'My Actions' tab for this workflow stage. It is the responsibility of either of these Internal Contacts to complete this workflow stage.
Image: Blank Determination of Action
Image: Example of the Action on the Primary and Secondary Contact 'My Actions' Tab
