Edit a Supplier Full Assessment Programme
There may be certain situations where you may need to edit a Supplier Full Assessment Programme. For example, the Programme Name has changed, the Primary Assessor needs updating or a workflow needs to be removed/added.
Below are the steps that must be carried out in order to edit a Supplier Full Assessment Programme. Expand each step below for further explanation.
To edit a Programme in Safefood 360°, navigate to the Supply Chain Management module via the 'Supplier Management>Supply Chain Management' button and click the 'Plan' tab. Within the 'Plan' tab, click on the name of the Programme you wish to edit. The Programme name will be in blue text, which indicates a link.
Image: Navigating to Programmes via 'Supplier Management>Supply Chain Management', Clicking the Plan Tab, Clicking Programme Name
Image: Clicking Programme Name
Within the Programme page, click the 'Actions>Edit' button to access the Programme page to edit the Programme.
Image: Programme Overview Page 'Actions>Edit' Button
Once you have accessed the Programme page under the 'Edit' function, you can make changes to any fields.
Note: For further explanation on each of the fields of the Programme, see here.
Image: Programme Page Ready for Edits
After completing the changes to the Programme, scroll to the bottom of the Programme page and click the 'Save' button to save the changes.
Note: It's very important to click the 'Save' button, otherwise the changes will not be made.
Image: 'Save' Button
You will be prompted with a 'Reason for Change' screen, where you will need to detail the reason why you have made a change to the Programme page before confirming and saving the changes.
Once you have confirmed the edits using the 'Confirm' button, the system will take you back to the Programme Overview Page.
If you do not wish to make edits, click the 'Cancel' button to be brought out of the Programme page.
Image: 'Reason for Change' Pop-Up Screen after 'Save' Button Clicked
Note: If you wish to discard the edits/changes made at this point, click the 'Cancel' button within the 'Reason for Change', and click the 'Cancel' button again within the Programme page. The system will take you back to the Programme Overview page.
Image: Detail Reason for Change and Click 'Confirm' Button
Image: Programme Overview Page after Edits Saved
Edits made to a Programme will be recorded in the Audit Log. The Audit Log can be accessed via the 'Actions>Audit Log' buttons.
Image: Navigating to Audit Log Via 'Actions>Audit Log' Button
Image: Audit Log Recording Edits
Important Notes on Programme Editing
If you want to simply update a building block, e.g. a Checklist, Doclist, Decision Tree, Risk Assessment, etc, that is already selected in the Programme, you do not need to edit the Programme, you need to edit the building block itself.
Changes to building blocks already selected in the Programme will be automatically applied to the Programme.
However, remember, changes to building blocks won't be seen in old or currently opened Full Assessment Records created from this Programme. The changes will only show in newly created Full Assessment Records created from this Programme.
If you make changes, e.g. removing a building block or replacing a building block with a new one, these changes will not be automatically reflected within previously created Records from this Programme.
See the list of changes below that will not be automatically reflected in previously created Records:
- Changing the Programme Name
- Changing the Programme Primary or Secondary Assessor
- Replacing a Building Blocks with a brand new one, e.g. a new Checklist, Doclist, Rating, Decision Tree, Risk Assessment, etc.
- Disabling Workflows, e.g. Checklist, Doclist, Risk Assessment (Absence of Control), Determination of Control, etc.
- Enabling New Workflows, e.g. Checklist, Doclist, Risk Assessment (Absence of Control), Determination of Control, etc.
If you make any of the changes above, and you have any Open Records from this Programme that require these changes, you will need to delete the previously opened Record and send out a new Record from the updated Programme, as there is no link between making the changes above between Programme and previously Opened Records.
Remember: When sending out new Records, if Alerts have been created for Full Assessment Records, these Alerts will fire. Therefore your Supplier will receive an Alert for the new Record.