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Change Request Process on Audits & Assessments

Updated

Overview

Community Owners have the ability to submit change requests to individual questions on a submitted assessment. This action is intended for situations when you need to return the assessment back to the Supplier/Distributor to modify their response to one or more questions.  If you do not wish for them to modify their response but instead need to trigger a Corrective Action, please review the Corrective Actions article.

After a change request is submitted, the supplier is then alerted and the questions that have change requests applied will become editable.  The supplier will then need to review, modify their response and acknowledge the request to submit back to the Community Owner. Once the assessment has been resubmitted the Community Owner will need to review each change request and accept the updates prior to Approving or Rejecting the assessment. Please note: Once the assessment has been Approved or Rejected the Supplier and the Community Owner will no longer be able to submit any additional change requests.

This article will explain how to submit, reply to, and accept change requests on assessment responses for both the Community Owner and the Supplier.

 

Instructions for Submitting a Change Request (For Community Owners)

  1. Login to your business account within FoodLogiQ Connect (connect.foodlogiq.com), and click on "Audits & Assessments" on the left navigation menu.
  2. Click on the Assessment.  NOTE: Only assessments that are in the status of Submitted, can be reviewed and have change requests applied to responses. 
  3. Go to the question you wish to submit a change request on. 
  4. Next to each question is a "comment" icon. change_request.png
  5. Click on the "comment" icon that corresponds to the question you need to make a corrective action for.
  6. Enter your feedback regarding the change you wish to be made and click Save.                                  mceclip0.png
  7. Your comment will display within a "Change Request" card within the question on the assessment. If you need to edit your comment click the pencil icon. If you want to remove the feedback, click the "x" icon in the top right of the "Change Request" card. Continue until you've submitted all change requests you wish throughout the assessment.        mceclip1.png 
  8. Click on "Submit Feedback" at the top to complete your feedback. mceclip2.png
  9. The status of the Assessment will switch to "Returned" and the supplier will now get notified.

  

Instructions for Completing a Change Request (For Suppliers/Distributors)

  1. Login to your business account within FoodLogiQ Connect (connect.foodlogiq.com), and click on "Audits & Assessments" on the left navigation menu.
  2. Assessments that have been submitted with change requests the status will show as "Returned".                                                                        mceclip4.png

  3. You can locate the questions that have "Change Requests" by navigating through the navigation on the left side of the page. Where you see icons with an exclamation point in a comment icon, this is your indication a change request needs your attention.                                                                                                                 mceclip5.png
  4. Expand the questions until you locate the "Change Request" card. You will see the comment submitted with the change request. Please complete what has been asked of you. When complete, click the Complete Request button. You can save your progress by clicking the Save button at the top of the page at any time.
  5. Repeat this process in step 4 above until you see "Submit Corrections" appear in the top right corner next to the Save button. Click "Submit Corrections" to return the assessment. Status will update to "Submitted". mceclip8.png

 

Instructions for Closing a Completed Change Request on an Assessment (For Community Owners)

  1. Login to your business account within FoodLogiQ Connect (connect.foodlogiq.com), and click on "Audits & Assessments" on the left navigation menu.
  2. Assessments that have been submitted with change requests completed by the Supplier will be in Status of "Submitted". 
  3. Navigate to the questions that had change requests submitted. If the supplier completed, you will see the date the supplier completed and the card will display "Completed Change Request". You can either acknowledge your review of their update by clicking the checkmark in the top right, or you can return back to the supplier to review again by selecting the comment icon and repeating the change request process again.                                                                                                                mceclip9.png

  4. Repeat the process in step 3 until all Completed Change Request cards have been closed. Your indication that this has been accomplished is when the "Reject" and "Approve" buttons appear in the top right corner.                                                                                                                                                mceclip10.png

Please note: When you Reject or Approve an Assessment it will become locked, meaning you can no longer submit Change Requests on any questions to allow suppliers to make edits. Suppliers will not be able to modify any part of the Assessment. 

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