Add a Material Full Assessment Record
Note: Full Assessment Templates or Programmes must be set up first in the Supply Chain Management module before a Full Assessment Record can be created. Click here to access the article on setting up Full Assessment Template and here to access the article on setting up Material Full Assessment Programmes
A Material Full Assessment Record can be added in four ways. Below are the steps that must be carried out in order to add a Material Full Assessment Record. Expand each step below for further explanation.
Option 1: Using the 'Add Assessment Program>Add Full Assessment Material Programme' Button within the Supply Chain Management Module
To create a new Material Full Assessment Programme and automatically generate a Material Full Assessment from said Material Full Assessment Programme use the 'Add Assessment Program>Add Full Assessment Material Programme' buttons. Once the Assessment Programme Page is 'Save & Submitted', the Full Assessment Record can be accessed from the 'Actions' tab of the Supply Chain Management module.
Tip: For further details on completing the Assessment Programme Page, see here for Material Full Assessment.
Image: Navigation to Supply Chain Management, Clicking 'Add Assessment Program>Add Full Assessment Material Program' Buttons
Image: Completing the Assessment Programme Page for a Material Full Assessment
Image: Full Assessment Record Generated and Placed in Actions Tab
Image: Blank Material Full Assessment Record
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 1 will result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action in the Details workflow stage without the User needing to 'Save' the first workflow stage.
Option 2: Using the 'Add Record>Add Full Assessment Material' Button within the Supplier Chain Management Module
To manually add a Material Full Assessment Record in the Supply Chain Management module, click the 'Add Record>Add Full Assessment Material’ button. A pop up will appear on screen prompting you to select the Full Assessment Programme to create the Full Assessment Record from. Using the dropdown, or typing into the box, locate your preferred Full Assessment Programme and click 'Create'. Once created, the Full Assessment Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigating to Supply Chain Management, Clicking 'Add Record>Add Full Assessment Material' Button
Image: Material Full Assessment Programme Pop-Up Screen
Image: Selecting the Material Full Assessment Programme to create the Material Full Assessment Record from
Image: Clicking the 'Create' Button to generate a New Material Full Assessment Record
Image: Blank Material Full Assessment Record
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 2 will not result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action.
As the Full Assessment Record raised is not automatically placed in the Actions Tab, the User must click the 'Save' button to place the Full Assessment Record in the Actions Tab as an Open Action in the Details workflow stage.
Option 3: Using the 'Add Full Assessment Material' Button in Material Master Data Page
To manually add a Full Assessment Record in the Supplier or Material Master Data page, click the 'Add Record>Add Full Assessment Supplier’ or 'Add Record>Add Full Assessment Material’ button. A pop up will appear on screen prompting you to select the Full Assessment Programme to create the Full Assessment Record from. Using the dropdown, or typing into the box, locate your preferred Full Assessment Programme and click 'Create'. Once created, the Full Assessment Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigation 'Master Data>Products & Materials' and 'Materials' Tab
Image: 'Add Full Assessment Material' Button on Material Overview Page
Image: Full Assessment Programme Pop-Up Screen on Material Overview Page
Image: Selecting the Full Assessment Programme to create the Full Assessment Record from, on Material Overview Page
Image: Clicking the 'Create' Button to generate a New Full Assessment Record on Material Overview Page
Image: Blank Material Full Assessment Record
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 3 will not result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action.
As the Full Assessment Record raised is not automatically placed in the Actions Tab, the User must click the 'Save' button to place the Full Assessment Record in the Actions Tab as an Open Action in the Details workflow stage.
Option 4: Using the 'Scheduler' within the Material Full Assessment Programme
If the Scheduler has been set within the Material Full Assessment Programme, Material Full Assessments Records will open at the frequency selected. Therefore, Material Full Assessment Records will be automatically generated by system when the Scheduler frequency has been reached. The Material Full Assessment Record can be accessed from the 'Actions' tab of the Supply Chain Management module.
Image: Full Assessment Material Programme Scheduler
Image: Full Assessment Material Record in First Stage
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 4 will result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action in the Details workflow stage without the User needing to 'Save' the first workflow stage.
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