Who is this article for?

Users who are responsible for review processes.

Supplier Administrator (SUPADM)permissions are required.

Workflows, or Review Paths, can be utilised within the Supplier Manager module to plot and drive Supplier review, increasing traceability and confidence. These review paths are created from a series of Action Types, or templates, that must first be defined before building your required workflow. This article shows you how to go through that process.

1. Accessing Action Types
2. Creating Action Types
3. Amending Action Types
4. Accessing Review Paths
5. Creating Review Paths
   • Action List
6. Amending Review Paths

1. Accessing Action Types

Action Types are template records for Actions and must be predefined before creating an Action within a Review Path.

To access Action Types:

1. Go to Supplier Manager.
2. Select Supplier Manager.
3. Choose Workflow from the menu on the left.
4. Switch to the "Action Types" tab.

2. Creating Action Types

To create a new Action Type:

1. Select the New Action Type icon located to the right of the header bar.
   You will be presented with a blank Action Type details screen.

2. Enter a unique Code.
3. Give the Type a Title.
4. Define the Instructions for that Action Type.
5. Set a Target Period.
6. Tick Active to make the Type available for selection when defining a new Review Path.
7. There are a number of optional variable setting that can be utilised by ticking the relevant boxes.
   • • Comment on Closure - Actionee must supply comments when completing the Action..
     • Completion Date - Actionee must supply a completion date when completing the Action details.
     • Abandon Review Path - Actionee has the ability to Abandon the Supplier Review in its entirety.
     • Create New Action - Actionee has the ability to create a new Action within the Change for continuation or completion.
     • Redirect Action - Actionee has the ability to transfer ownership of the Action to another user.
     • Attach a Document - Actionee has the ability to associate a Document with the Action.
     • Repeat Sequence - Actionee has the ability to loop the Review back and select which Actions in the Review Path should be rerun.
     • Increase Priority - Actionee has the ability to amend the Action’s priority in their To Do list.
     • Hide Action History - Actionee is unable to view the previous action history.
     • Audit Trail Completed - Action results are automatically entered as a Supplier Journal entry.
     • Restrict To Do List View - Actionee will have a limited view of the Supplier record from their To Do list Action
     • Can Modify Actionee - Owner of the Action within the Review Path can be modified prior to release.
8. Click Save to the right of the header bar.
   The following system message screen will appear:

Unable to modify a greyed out field?
Action Type ID is unchangeable and defaults to a number in a sequence set by the module.

3. Amending Action Types

To edit an existing Action Type:

1. Select anywhere in the record row to display the detail of the Action Type.
   The Action Type details screen will be displayed.

2. Make required changes.
3. Click Save.
   The following system message will be displayed:

4. Accessing Review Paths

To access Review Paths:

1. Go to Supplier Manager.
2. Select Supplier Manager.
3. Choose Workflow from the menu on the left.

You should be presented with a new screen with the "Review Paths" tab active.

5. Creating Review Paths

To create a new Review Path:

1. Select the New Review Path icon to the right of the header bar.
   A blank Review Path details screen will appear.

2. Specify a Code.
3. Give the Path a Title.
4. Add an optional Description.
5. Select the Owner or Owner Group (if different from yourself).
6. Tick Enforce Repeat Sequence to require the workflow to have a repeat frequency.
7. Tick Active to make the workflow selectable.
8. Click Save.

This should refresh the details screen to reveal an Action List.

Action List

To add an Action to the list:

1. Click the Add New Action icon to the right of the Action List header.
   This will display the selection screen.

2. Choose an Action Type template by selecting anywhere in the record row.
   This will prompt a New Review Path Action screen.

3. Choose an Actionee from the dropdown.
4. Many any other optional changes.
5. Click Save.
   This will update the Review Path details.

Unable to modify a greyed out field?
Review Type ID is unchangeable and defaults to a number in a sequence set by the module.

6. Amending Review Paths

To edit an existing Path:

1. Select anywhere in the record row to display the details screen.

2. Make adjustments as needed.
   You can modify the Path details on this screen.
   You can modify Action details by clicking a record row of your choice to open the Review Path Action details.
3. Click Save to commit the changes.

You can delete Actions by clicking the Delete Action icon to the right of the record row.

You can rearrange Actions by clicking the Increase/Decrease Action arrow icons to the left of the record row.