Completing Activities

Activities are usually assigned to a supplier record through the application of a management plan, as alluded to in the previous article. The activities shipped with our system come with instructions on how to complete them and each contribute to a specific target, such as onboarding a supplier.

To review the activities assigned to a record and begin completing them, navigate to the Workspace tab of the supplier record and scroll down to the Activities tab to see the list of activities assigned to the supplier.

For every Activity that has been completed, you can mark it as 'Complete' by selecting the tick icon on the right hand side. For every activity deemed not appropriate for the supplier, you can mark it as 'Not applicable' by selecting the cross icon on the right hand side.

If you require further information on the activity, such as instructions, you can select to open it in a new tab where the specific activity will be navigated to via the Activities tab of the record, more information will be displayed.

Activities can also be viewed within the Activities tab of the navigation panel within a supplier record directly. In this view you select into each activity to view more details, such as activity instructions, without needing to do this in a new tab.

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Onboarding Management Plans

Assigning Classifications to a Supplier record

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