As a community owner, you have the ability to create and assign various workflows for your suppliers. As your suppliers work through the steps you've created, you will need to regularly check their progress, approve steps and generally communicate with them. Once your supplier has initiated the workflow, there are several things you can to to monitor their progress.
Details on Workflow Tracking
You can track your suppliers progress by utilizing the left navigation bar in the workflow. Uncompleted steps appear with a number next to them, while steps marked completed appear with a checkmark
The Step Actions section is found on the right navigation bar. There are several actions you can take in this section. This is where suppliers can mark the step as complete, or as N/A if the step does not apply to them. You can send comments to your supplier with the comments tool. This is also the section where your instructions for each step appear.
As a Community Owner, you have the ability to add private notes that the Supplier cannot see. To add a note, click on the button. The notes section will then appear and you can addad and save your note
There are five different Close states you can set the workflow to, depending on what state the supplier is in. To set the workflow state, click the button and select from the following dropdown