Community Owners can view a supplier's outstanding requirements and, when permitted, complete certain To-Dos on the supplier's behalf. This helps Community Owners monitor supplier progress and assist suppliers with document-related requirements when needed.
In this article:
- View a Supplier's To-Do List
- Understanding the To-Do Count
- Complete a Document To-Do
- Permission Requirements
- Clear Optional To-Dos
View a Supplier's To-Do List
- From the left navigation menu, select Suppliers.
- Locate and select the supplier you want to review.
- Open the Summary tab.
- In the Supplier To-Do List section, review the supplier's outstanding requirements.
Understanding the To-Do Count
The To-Do count includes outstanding:
- Document requirements
- Product requirements
- Location requirements
- Assessment requirements
You can also use the To-Do filter to reorganize or narrow the list of displayed requirements.
Note
The To-Do count is displayed in the supplier list view, but is not included in supplier list exports.
Complete a Document To-Do
If you have the appropriate permissions, you can satisfy a document requirement on behalf of a supplier.
- Locate the document-related To-Do.
- Select Attach Document.
- Choose one of the following options:
- Create New Document to upload a new document.
- Recommended Documents to select a document the supplier has previously shared that matches the requirement.
- Complete the document upload or selection process.
- Once the requirement is satisfied, the To-Do is removed from the supplier's To-Do list.
Note
When completing a document requirement, use the Attach Document action from the supplier's To-Do List. Uploading a document from the general Documents page creates a new document record and may not satisfy the intended requirement.
Permission Requirements
To complete document-related To-Dos, users must have:
- Supplier Information > Documents = View + Edit
- Products = View + Edit (when applicable)
- Locations = View + Edit (when applicable)
If you do not have the required permissions, the Attach Document button will be unavailable.
See: Creating Custom User Roles
Assessment Requirements
- Community Owners can view assessment-related To-Dos but cannot complete assessments on behalf of suppliers.
- Assessment To-Dos will display as unavailable and cannot be selected.
Clear Optional To-Dos
Community Owner administrators can clear optional To-Dos without attaching a document or completing an assessment. The To-Do will be removed from the supplier's list.
- Locate the optional To-Do.
- Select Clear To-Do.
- Confirm the action.