Creating Ad Hoc To-dos

As a community owner, you can define requirements for your suppliers that appear as tasks on their to-do list. To request a document from a supplier on a one-off basis, you can create a to-do that will appear on their dashboard, without having to set the document as a requirement beforehand. This may be helpful if you need to request a specific document from one supplier on a case-by-case basis, rather than defining a requirement that will affect all suppliers in a group. To learn more about setting requirements that impact multiple suppliers, see the article Assigning Requirements.

Steps to Create an Ad-Hoc Document To-do

Click on Suppliers from the left navigation and select a supplier to open up their details page. Click Add To-do in the right corner of their to-do list.

Select which document type you’d like to request from your supplier. Note that this dropdown is a limited list; for a document type to be listed here, it must be configured within the supplier’s group in one of the following ways:

• Listed as a business requirement.
• Listed as a product or location requirement. See the article Defining Document and Assessment Requirements on a Product and Location Level for details.
• Listed as an available document type within the business requirements page. For more information on Available Data Types, see the article Assigning Requirements.

Indicate whether you’d like the document to have any product or location associations, then click Add to To-do List. If you choose Business, you will not be asked to associate products or locations.

The to-do should now be present on the supplier's dashboard as a required document.