As a supplier, you will have a to-do list on your dashboard that is visible to all of your business users. The to-do list is community-specific and will highlight any required assessments or documents to upload (based on requirements that have been set). Both types of tasks can be accomplished without leaving the dashboard. Once a specific to-do is completed, it will be cleared from your supplier to-do list. Note that there is no notification sent upon to-do completion.
A user must have permission to View + Edit Documents/Assessments as well as the necessary Product/Location to complete a to-do. For users with permission to View only, the to-do is visible, but the action buttons are not clickable.
Only users with the Administrator role can clear an optional to-do. Required to-dos cannot be cleared by any role in your business. Community owners can clear both optional and required to-dos. An example of a document requirement that may be assigned as optional is: a "Third Party Audit - Corrective Actions" document. Since not all audits have corrective actions or corrective actions may be included as a part of the report, the supplier can clear this if not relevant to them.
Steps to Completing Document To-dos
To see action items, add a product or location, or complete your product and location onboarding workflows. If a product or location is unshared with a community, the corresponding to-do requirements for that community are removed from the supplier to-do list.
1. Click on Dashboard in the left-hand navigation to access the To-do List.
2. If you are a member of two or more communities, select the community from the dropdown to view the to-do list for that community.
3. To narrow the scope of your to-do list, you can filter by document requirements. To start a task, click on the corresponding blue action button.
4. Once you click on the blue action button, a window will open allowing you to complete the task.
5. You can create a new document or, in cases where documents of the same type have previously been uploaded, choose from existing documents. In that case, you will see information regarding the product/location association for this document. In the example below, we’re uploading a document for Ground beef - 73% Lean. We’ve already uploaded a document with this type for Greenland Cod and for Mackerel. If it applies to Ground beef - 73% Lean too, we can decide to attach this same document.
6. An expiring document to-do displays the document and information about any locations and/or products the document supports, providing additional context for users. To complete an expiring document requirement to-do, click Update Document to update the information provided and upload the current version of the document.
Steps to Completing Assessment To-dos
1. Navigate back to your dashboard and filter by assessment requirements if you’d like. To start a task, click on the corresponding blue action button.
2. When completing an assessment to-do, you can attach previously created assessments that are already initiated and available in FoodLogiQ, or start the assessment as new.
If attaching an existing assessment that is in the “Submitted” status, the to-do is removed from the dashboard right away. If attaching an existing assessment that is in any other status, upon clicking “Attach Selected Assessment,” the assessment will be associated to that to-do, but the to-do card will remain on the dashboard until the assessment is submitted.
If you’ve started an assessment that has a corresponding to-do, clicking “Cont. Assessment” will open the assessment itself, allowing you to continue filling it out and submit.
Administrator users have the ability to clear optional to-dos from their dashboard without attaching a document/assessment. To clear a to-do, click on the “Clear To-do” option. If you accidentally clear a to-do but still want to fulfill it, we recommend adding a document via Documents in the left navigation and sharing the document with the specific community.
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