Copy a Supplier Audit Program
As the Supplier Audits Programs cannot be created from Templates, like the Pre-Assessment and Full Assessments, to save ourselves time in completing a Supplier Audit Program from blank each time, we can simply copy a previously created Supplier Audit Program and simple change the Supplier and other fields if necessary.
Below are the steps that must be carried out in order to copy a Supplier Audit Program. Expand each step below for further explanation.
To copy a Supplier Audit Program in Safefood 360°, navigate to the Supply Chain Management module using the 'Supplier Management>Supply Chain Management' button and click the 'Plan' tab. Within the 'Plan' tab, click on the name of the Supplier Audit Program you wish to copy. The Supplier Audit Program name will be in blue text, which indicates a link.
Image: Navigating to Templates via 'Supplier Management>Supply Chain Management', Clicking the Plan Tab
Image: Clicking Supplier Audit Program Name
Within the Supplier Audit Program page, click the 'Actions>Copy' button to copy the Supplier Audit Program into a brand new Supplier Audit Program.
Image: Supplier Audit Program to be copied, 'Actions>Copy' Button Clicked
Image: Copied Supplier Audit Program ready for changes to Save New Supplier Audit Program
Once you have copied the Supplier Audit Program, you can make changes to any fields to create the brand new Supplier Audit Program.
Image: Copied Supplier Details
The following information will need to be changed within the new Supplier Audit Program, the 'Name, Supplier, Main Contact, Site' and possibly the 'Responsible'.
Image: Changes made to Name of Supplier Audit Program to reflect new Supplier
Image: Using Supplier Dropdown, Search for new Supplier
Image: Search for Supplier using Folders
Image: Search for Supplier using Search Bar
Image: Search for Main Contact of new Supplier
Image: Search for Supplier Main Contact using Folders, Click 'Select'
Image: Search for Supplier Main Contact using Search Bar, Click 'Select'
Image: Responsible Employee Dropdown
Image: Updated Supplier Details
Image: Copied Audit Programme Details
If the Checklist, Doclist and Rating should be the same as the previous Supplier Audit Program, you can simply move past these sections. However, if needed, this information can be changed.
Note: The Scheduler may have been enabled in the previous Supplier Audit Program, and will need to be amended for the new Supplier Audit Program.
Image: Updated Scheduler
Note: For further explanation on each of the fields of the Supplier Audit Program, see here.
Once you have amended the information needed, click the 'Save' button to save the new Supplier Audit Program.
Image: New Supplier Audit Program ready to 'Save'
Remember: Clicking the 'Save' button does not automatically generate a Supplier Audit Record. You must click the 'Add Record>Add Audit' button within the Supply Chain Management module or the 'Actions>Add Record' within the Supplier Audit Program page.
Image: Newly Saved Supplier Audit Program
