Management Plans

Deep-dive topics are for primarily for system administrators to fully understand the intricacies of the product. They offer detailed insights and access to advanced settings that can be crucial for tailoring the system to meet evolving business requirements. However other product related roles can leverage this in-depth knowledge, to help optimise configurations, ensuring that the product delivers the best possible outcomes in line with the organisation's objectives.

Applicable modules: Supplier

Overview

Management plans are essentially a curated collection of artifacts that can be packaged and applied to suppliers. These plans are versatile and can be combined in various ways, similar to building blocks.

Diagram showing relationship of artefacts to management plans

Management plans can be linked via three methods:

  1. they can be associated with the risk level of a Supplier category
  2. the use of a classification and trigger them
  3. they can be manually applied by a user with the supplier manager role (or higher)

Note: The diagram depicts a classification triggering another management plan when it is part of a risk-level management plan as example only. Classifications can trigger management plans regardless of how they are attached to a supplier. Also, the function of a classification to trigger a management plan is configurable, not a default behaviour.

Create and Edit

System administrators can add new Management Plans by clicking ‘+ Management plan’ via the Command Centre’s ‘Management plans’ Navigation item.

When creating a new management plan, you can save time by copying an existing plan with a similar purpose and then making the necessary modifications. Use the first drop-down menu to select the management plan you wish to copy.

If you prefer to start from scratch, leave this drop-down set to (NONE).

Give the management plan a name and a code.

Now you're ready to apply artefacts to address the plan. In the ‘Artefacts’ section you will see a sub-section for each applicable artefact. Use the “+ Add existing” button relative to the artefact type you would like to add, then use the dropdown to select the artefact.

It's important to note the mandatory status of included artefacts. Mandatory artefacts are automatically generated for an associated supplier when a supplier category risk level or classification is applied using the management plan.

Conversely, non-mandatory artefacts are presented as optional to the supply manager, who must manually initiate their generation via the "Management Plan" navigation item.

The video below demonstrates the differences in user implications of the mandatory status.

Management Plan Versions

The ‘in-use’ status of a management plan, as shown on the main view, determines the impact of any changes made to the plan.

Management plan "in-use" column shown

  • If the status is ‘In-use=No’: Administrators can make any changes without any issues.
  • If the status is ‘In-use=Yes’: Administrators can change the name and code of the management plan without any impact. However, changes to any attached artefacts will require saving a new version of the management plan.

New version button highlighted

When a new version is created, records linked to the previous version will continue to reflect the old plan, while new records will reflect the most current version.

theoretical diagram of version of a management plan

User application of Management Plans

Supplier managers will interact with management plans in three different ways

  1. When a management plan is applied via a risk rating
  2. When a management plan is applied via a classification
  3. Manually selecting and applying a management plan

 

Regardless of the method used, users will have the option to modify a management plan before applying it, generate non-mandatory items, and manage and review existing management plans.

The video below demonstrates management plans being applied using each of the three methods discussed.

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