HOW CAN FILES BE USED?
Supplier Approval can be used to upload and manage files for individual organisations within a supply chain. These could be any files that are important as part of the approval process (e.g. certificates, codes of practice, warranties, specifications). When uploading a file, you can enter details of the version number and expiry date.
Once uploaded to the system, you can then analyse and review the files to ensure they are valid before approving a specific supplier.
UPLOAD OR ADD A FILE
To upload a new file onto Supplier Approval:
Click on Files in the menu and then click Add a new file:
The following page will appear:
You must select the Type of file from the drop-down list:
Depending on the Type of file it is (either a Document or Certificate), different information to complete will appear.
Complete the information as prompted and click Save when done.
Please note, If you are uploading a file and want another organisation to be able to see the file, it is essential that you tick that organisation as an organisation to be able to see the file.
Remember that files only need to be uploaded once, as once they are stored within the system they can be attached to any tasks by selecting the 'attach existing files' option, described in more detail in GLSA - Completing Tasks.