Welcome
Login
Sign up
Support Home
FAQs
Solutions
Discussions
Training
Enter your search term here...
Search
New support ticket
Check ticket status
+44 (0)7984878840
Knowledge base
FAQs
FAQs
13
Sign up to Foods Connected
View & Update Profile
Invite a new user
User Email Settings
Grant a user access to a tool
See all 13 articles
Supplier Manager
1. Initial Setup
17
1.1 How To Create & Setup Supplier Types
1.2 How To Create & Setup Supplier Sub Types
1.3 How To Create & Setup Custom Fields On The Supplier Manager
1.4 Set Active Statuses To Use For Your Supplier Status’
1.5 Setup Documents Required
See all 17 articles
2. Adding A New Supplier
2
2. Adding A New Supplier
2.1. Requesting A New Supplier
3. Accessing Your Supplier List
1
3. Accessing Your Supplier List
4. Viewing Supplier Details
2
4. Viewing Supplier Details
4.1. Exporting Your Supplier List
5. Editing Or Updating Supplier Details
20
5.1 Associated Sites
5.1.1 Add An Associated Site
5.1.2 Edit An Associated Site
5.1.3 Request Further Info On The Associated Sites Supplier
5.1.4 Delist A Site From A Supplier
See all 20 articles
6. Activity Overview
1
6. Activity Overview
Document Request Manager
1. Initial Setup Of Supplier Document Manager
1
1.1 Setting Visible Columns
2. Creating A Document Request
2
2.1 Adding A New Request
2.2 Uploading A Company Document
3. Updating A Current Company Document
5
3. Updating A Current Company Document
3.1. Editing A Company Document
3.2. Sent Document Requests
3.3. Received Document Requests
3.4. Importing Document Request Information
4. Delete Documents
1
4. Delete Documents
Settings - Company Settings
1. My Profile
3
1.1 Edit profile
1.2 Leave Company
1.3 Delete Account
2. Task Manager
3
2.1 My Tasks
2.2 Sent Tasks
2.3 Deleted Tasks
3. User Email Settings
4
3.1 Activity Overview Email
3.2 Daily & Breaking News Alerts
3.3 Updates On New And Improved Features
3.4 Tool Emails
4. Privacy Settings
1
4. Privacy Settings
5. Changing Password
1
5. Changing Password
6. Additional Security Measures
1
6.1 Two Factor Authentication
7. Company Profile
2
7.1 Profile Overview
7.2 Edit Profile And Sites
Settings - Company Users Emails & Security
1. Company Users, Email & Security
10
1.1. Manage Users
1.2.1 By User
1.2.2 By Tool
1.2.3 Requests
1.3. Company Teams
See all 10 articles
Settings - Manage Products
1. Admin
5
1. Admin
1.1. Setting Up Product Request Process
1.2. Turn On/Off Product Operational Ready Process
1.3. Restrict Access To Brands/Groups
1.4. Importing Product Splits Which Don't Add Up To 100%
2. Initial Set Up
3
2.1. Managing Product Groups
2.2. Managing Brands
2.3. Bulk Import/Exporting
3. Managing Products
6
3.1. Adding New Products
3.2. Product Code Automatic Generation
3.3. Updating Percentage Splits
3.4. Linking Products
3.5. Approving Products
See all 6 articles
4. Customer Received Products
1
4. Customer Received Products
5. Product Activity
1
5. Product Activity
Supplier Questionnaires
Tool Documentation
3
One Pager
Overview
Supplier Questionnaires - Full Guide
1. Creating A Questionnaire Template
8
1.1 Where To Find The Questionnaire Manager
1.2 Adding A New Questionnaire Template
1.3 Creating / Editing A Questionnaire Template
1.4 Adding External Fields
1.5 Adding Issue Triggers To The Questionnaire
See all 8 articles
2. Sharing A Questionnaire
1
2.1 Sharing A Questionnaire
3. Responding To Questionnaires
4
3.1 Viewing Received Questionnaires
3.2 Updating Received Questionnaires
3.3 Responding To Received Questionnaires
3.4 Recalling A Questionnaire
4. Viewing Received Questionnaires
5
4.1 Viewing Completed Questionnaires
4.2 Requesting More Info On Questionnaires
4.3 Confirming Questionnaires
4.4 Closing Questionnaires
4.5 Filtering Received Questionnaires
5. Reporting Questionnaires
2
5.1 Creating Comparison Reports
5.2 Creating Snapshots
Supplier Check Manager
1. Creating A Supplier Check
4
1.1 Creating A Supplier Check
1.2 Creating A Non-Conformance Form
1.3 Adding Email Alerts To The Check
1.4 Adding Corrective Action Trigger To The Check
2. Recording A Check On The Tablet
1
2.1 Recording A Check On The Tablet
3. Recording A Check On The Desktop
1
3.1. Recording A Check On The Desktop
4. Viewing, Reviewing, Requesting Corrective Action & Confirming Checks
5
4.1 View Completed Checks
4.2 Sending Corrective Action Form To Supplier For Completion
4.3 Review Corrective Actions
4.4 Confirm Corrective Action Responses
4.5 Decline Corrective Action Responses And Request Further Info
5. Completing A Snapshot Report
1
5.1 Completing A Snapshot Report
Tool Documentation
3
One Pager
Overview
Full Guide
Supplier Document Manager
Tool Documentation
2
One Pager
Overview
1. Initial Setup Of Supplier Document Manager
10
1.1 Setting Visible Columns
1.2 Internal Approval
1.2.1 Version Incrementing
1.2.2 Approval Required
1.2.3 Approval Required Email Alerts
See all 10 articles
2. Creating A Supplier Document Template
6
2.1 Creating The Document Template
2.2 Edit Template Content
2.3 Edit Template Settings
2.4 Delist A Template
2.5 Activate Selected
See all 6 articles
3. Building The Document
9
3.1 Building The Document
3.2 View Document
3.3 View Document Details
3.4 Edit Details
3.5 Edit Document
See all 9 articles
4. Approving The Document Internally Before Sending Out
1
4.1 Approving The Document Internally Before Sending Out
5. Delete Documents
1
5.1 Delete Documents
6. View Selected
1
6.1 View Selected
7. Sharing A Document With Suppliers To Sign Off
1
7.1 Sharing A Document With Suppliers To Sign Off
8. Exceptions
4
8.1 Granting An Exception
8.2 Edit An Exception
8.3 Share Exception
8.4 View Shares
9. Sign Off Review
7
9.1 View Sign Off Review
9.2 View The Shared Documents With Individual Suppliers
9.3 Requires Review & Sign Off
9.3.1 Decline Requires Review Comments
9.3.2 Approve Requires Review Comments
See all 7 articles
10. Viewing A Customer Document
1
10. Viewing A Customer Document
11. Sign Off The Document
3
11. Sign Off The Document
11.1 Sign Off Approved
11.2 Sign Off Declined
12. Assign Responsibility
1
12. Assign Responsibility
13. Delete/Reject Selected
1
13. Delete/Reject Selected
14. View Selected
1
14. View Selected
15. Receiving & Viewing An Exception
1
15. Receiving & Viewing An Exception
Risk Assessment Manager
Tool Documentation
3
Full Guide
One Pager
Overview
1. Creating A Risk Assessment Template
5
1.1. Setup Details Of The Risk Assessment
1.2. Creating / Editing A Risk Assessment Template
1.3. Adding External Fields To Risk Assessment Template
1.4. Adding Scoring Criteria To Risk Assessment Template
1.5. Adding Confirmation Actions To Risk Assessment Template
2. Recording, Updating & Viewing Risk Assessments
5
2.1. Recording Risk Assessments
2.2. Viewing Completed Risk Assessments
2.3. Updating Risk Assessments
2.4. Closing Risk Assessments
2.5 Reopening Closed Risk Assessments
3. Creating Reports
3
3.1. Creating Comparison Reports
3.2. Creating Snapshot Reports
3.3. Creating Analysis Reports
Incident Manager
Tool Documentation
2
One Pager
Full Guide
1. Initial Setup
3
1.1 Setup The Sources
1.2 Edit The Sources
1.3 Delete Source
2. Create Incident Forms – Supplier & Customer Confirmations
1
2.1 Create Incident Forms – Supplier & Customer Confirmations
3. Edit Incident Forms – Supplier & Customer Confirmations
3
3.1 Edit Incident Forms – Supplier & Customer Confirmations
3.2 Delete Section
3.3 Delete Field
4. RASFF Notifications
1
4.1 View RASFF Notifications
5. Create An Incident From The RASFF Notifications
1
5.1 Create An Incident From The RASFF Notifications
6. View Incident
1
6.1 View Incident
7. Edit Incident
1
7.1 Edit Incident
8. Share An Incident
3
8.1 Share An Incident
8.2 View Share List
8.3 View All Affected Specifications
9. View Company Incident Shares
1
9.1 View Company Incident Shares
10. View Responses From Supplier
1
10.1 View Responses From Supplier
11. Request More Info
1
11.1 Request More Info
12. Respond To Incident/Confirm/Close Out Incident
1
12.1 Respond To Incident/Confirm/Close Out Incident
13. Supplier Side Incident Manager
5
1. Viewing A Shared Incident
2. Respond To Incident
2.1 Response If Ingredient Has Not Been Affected – Selecting No
2.2 Response If Ingredient Is Pending Investigation – Selecting Pending Investigation
2.3 Response If Ingredient Has Been Affected By The Incident – Selecting Yes
Remote Audit Manager
Tool Documentation
1
Full Guide
1. Initial Set Up
3
1.1 Approvers
1.2 Version Control
1.3 Settings
2. Creating / Editing Standard Template
9
2.1 Template Details
2.2 Clause Form
2.3 Non-Conformance Form
2.4 Clause Response Form
2.5 Standard Sections
See all 9 articles
3. Sharing Standard Template
1
3.1 Sharing Standard Template
4. Receiving A Shared Standard
5
4.1 Accessing Standard
4.2 Uploading Evidence
4.3 Filtering By Sections
4.4 Submitting For Review
4.5 Responding To Non-Conformances
5. Recalling A Shared Standard
1
5. Recalling A Shared Standard
6. Reviewing & Approving
3
6. Reviewing & Approving
6.1 Reviewing Clause Evidence
6.2 Selecting Outcomes
7. Accessing Activity History
1
7. Accessing Activity History
8. Updating Standard
1
8. Updating Standard
Supply Chain Manager
Tool Documentation
1
Full Guide
1. Creating A Supply Chain Template
3
1. Creating A Supply Chain Template
1.1 Setup Details Of The Template
1.2 Creating / Editing Supply Chain Template
2. Generating & Sharing The Template
2
2.1 Internal Generate & Edit
2.2 External Generate & Share
3. Completing The Supply Chain
1
3. Completing The Supply Chain
4. Viewing & Exporting Completed Supply Chains
1
4. Viewing & Exporting Completed Supply Chains
5. Extracting Path Points Into Supplier Manager
1
5. Extracting Path Points Into Supplier Manager
Specification Manager
Tool Documentation
3
One Pager
Full Guide
Overview
1. Initial Setup For Specification Manager
4
1.1. Setting Specification Features And Visible Columns
1.2. Setting Up Internal Review And Approval Settings
1.3. Setting Up External Approval Settings
1.4. Setting Up Notifications
2. Creating Specification Templates
12
2.1. Creating A Specification Template
2.2. Setting Secondary Specification Fields
2.3. Linking Secondary External Specifications
2.4. Setting Up Ingredient Specification
2.5. Editing Specification Template Details
See all 12 articles
3. Creating And Managing Company Specifications
10
3.1. Creating A Company Specification
3.2. Viewing And Searching For A Company Specification
3.3. Editing A Company Specification
3.4. Updating The Status Of A Company Specification
3.5. Sharing A Company Specification And Viewing The Sign Off Review
See all 10 articles
4. Creating And Managing Collaborative Specifications
11
4.1. Creating A Collaborative Specification
4.2. Locking Template Fields For A Collaborative Specification
4.3. Viewing And Searching For A Collaborative Specification
4.4. Editing A Collaborative Specification Template
4.5. Sharing A Collaborative Specification
See all 11 articles
5. Creating And Managing Ingredient Specifications
2
5.1. Creating An Ingredient Specification
5.2. Managing The Ingredient List For Your Ingredient Specifications
6. Sharing And Managing External Specifications
10
6.1. Sharing Templates And Products With A Supplier
6.2. Viewing And Searching For An External Specification
6.3. Re-Assigning Responsibility For An External Specification
6.4. Requesting More Information On An External Specification
6.5. Completing A Risk Assessment For An External Ingredient Specification
See all 10 articles
7. Providing Customer Access To Linked Specifications
1
7.1 Providing Customer Access To Linked Specifications
8. Managing Specification Exceptions
6
8.1. Viewing And Searching For Exceptions
8.2. Adding A New Exception
8.3. Editing An Exception
8.4. Sharing An Exception
8.5. Notifying Team Members About An Exception
See all 6 articles
9. Viewing Specifications On The App
1
9. Viewing Specifications On The App
Customer Complaint Manager
1. How To Access Customer Complaints
4
1. How To Access Customer Complaints
1.1 How To View Completed Customer Complaints
1.2 How To View Customer Complaints Awaiting Investigation
1.3. How To Change The Site You Are Viewing Customer Complaints For
2. Setup
7
2.1 How To Create A Complaint Template
2.1.1 How To Add Email Triggers
2.1.2 How To Duplicate A Complaint Template
2.1.3 How To Delete A Complaint Template
2.1.4 How To Setup Pre-Set Fields For Use In A Complaint Template
See all 7 articles
3. Customer Complaint Usage
10
3.1 How To Record A Customer Complaint
3.1.1 How To Share With A User For Investigation
3.1.2 How To Recall A Complaint
3.1.3 How To Send A PDF Report Of A Customer Complaint
3.2.1 How To View The Complaint Details
See all 10 articles
4. How To Access The Activity Overview For Customer Complaints
2
4. How To Access The Activity Overview For Customer Complaints
4.1 How To Search For Specific Activity
5. Reporting
3
5.1 How To Analyse Recorded Customer Complaints
5.2 How To Create A Completed Snapshot Report On Customer Complaints
5.3 How To View Saved Analysis & Snapshot Reports
6. User Access
11
6.1 Grant A New User Access
6.1.1 Grant View Access
6.1.1.1 View Access Per Site
6.1.2 Grant Record Access
6.1.3 Grant Create/Edit Template Access
See all 11 articles
Internal Check Manager
Tool Documentation
3
Full Guide
One Pager
Internal Check Manager - Overview
1. Initial Setup For Internal Checks
5
1.1 Setting A Default User Language
1.2 Setting Up Departments For Internal Checks
1.3 Updating Your Site Department
1.4 Setting A User Against A Site Department
1.5 Admin Setup
2. Creating A Master Internal Check Template
8
2.1 Setup Details Of The Check
2.2 Create The Check Template
2.3 Creating An Issue Template / Non-Conformance Form
2.4 Adding Email Alerts To The Check
2.5 Adding Issue Triggers To The Check
See all 8 articles
3. Create A Confirmation Template
1
3. Create A Confirmation Template
4. Create A Child Internal Check Template
1
4. Create A Child Internal Check Template
5. Recording A Check On The Tablet
1
5. Recording A Check On The Tablet
6. Viewing, Reviewing & Confirming Checks
3
6.1 View Completed Checks
6.2 Resolving Non-Conformances On The Desktop
6.3 Approving Checks
7. Creating Reports
3
7.1. Creating Comparison Reports
7.2 Creating Snapshot Reports
7.3 Creating Analysis Reports
Workflow Manager
Tool Documentation
2
Full Guide
Overview
1. Creating A New Template
12
1.1. Creating A New Template And Adding Template Details
1.2 Adding Template Steps
1.3 Duplicating & Reordering Steps
1.4 Adding Custom Fields
1.5 Adding Step Prerequisites
See all 12 articles
2. Approving A Template
5
2.1 Approving A Template
2.2 Editing An Approved Template
2.3 Using Template Filters
2.4 Duplicating A Template
2.5 Viewing/Reverting To A Previous Version Of A Template
3. Generating A New Project Workflow
10
3.1 Generating A New Project
3.2 Editing A Project Workflow
3.3 Approving / Rejecting A Step
3.4 Creating A New Version Of A Step
3.5 Exporting A Form To PDF Or Excel
See all 10 articles
4. Actioning A Notification Email
5
4 Actioning A Notification Email
4.1 Home Page Task Lists
4.2 Creating a New Template Version – Updating a Workflow Already in Progress.
4.3 Product Check Manager And Workflow Manager
4.4 Workflow Manager And The Mobile App
5. Appendix
1
5 Appendix
Stock Manager
Tool Documentation
1
Stock Manager - Full Guide
1. Accessing The Stock Manager
6
1.1 Stock Activity
1.2 Stock List
1.3 Update Requests
1.4 How To Grant Supplier Access To View Stock Manager
1.5 How To Navigate Your Stock Manager View
See all 6 articles
2. Setup & Admin
3
2.1 How To Enable/Disable The ‘Operational Ready Flag’ Validation Rules
2.2 How To Enable/Disable The ‘Supplier/Product Links Required’ Validation Rules
2.3 Admin Settings
3. Stock Manager Usage
5
3.1 How To Complete A Manual Stock Update (+Add Opening Stock)
3.2 How To Complete A Supplier Stock Update Request
3.3 How To Accept/Decline Supplier Stock Update Requests
3.4 How To Manually Make A Product ‘Operational Ready=Yes’
3.5 How To Manually Make A Product Meet The Supplier/Product Link Requirements
4.Reporting
1
4.1 How To View The Stock Manager Report
5. User Access
2
5.1 How To Grant A New User Access
5.2 How To Amend/ Remove A User’s Access
Forecast Manager
Tool Documentation
2
One Pager
Full Guide
1. Initial Setup
1
1.1. Creating A Forecast Template
2. Sending Forecasts
7
2.1. Adding Products In Bulk/Updating Forecast
2.2. Adding Products From Yield Trees
2.3. Adding Single Products
2.4. Sharing View Only Forecasts
2.5. Sharing Confirmation Forecasts
See all 7 articles
3. Shared Forecasts
3
3.1. Shared Confirmation Forecasts
3.2. Shared Collaborative Forecasts
3.3. Viewing Received Forecast
4. Reviewing Submitted Confirmation Forecasts
3
4.1. Requesting Further Info
4.2. Accepting A Forecast
4.3. Rejecting A Forecast
5. Updating Shared Confirmation Forecasts
1
5.1. Updating A Forecast/Extending A Forecast
6. Reviewing Forecasts
3
6.1. Viewing Forecasts
6.2. Exporting Snapshots
6.3. Exporting Forecasts
7. Sending Volumes To Negotiation Templates
1
7.1. Sending Volumes To Negotiation Templates
Order Manager
1. Initial Setup For Order Templates
4
1.1 Admin Section
1.2 Creating A Template
1.3 Duplicating A Template
1.4 Import / Export
2. Creating An Order Template
2
2.1 Updating And Issuing
2.2 Single Or Multi Order
3. Multi Order Drafts
2
3.1 Updating And Issuing
3.2 Notifications
4. Sent Orders
3
4.1 Updating And Issuing
4.2 Uploading A Confirmation Note
4.3 Changing The Status
5. Received Order
3
5.1 View
5.2 Uploading A Confirmation Note
5.3 Supplier Confirmation Mass Upload
6. Activity
2
6. Activity
6.1 Using Filters
Meeting Notes Manager
Tool Documentation
1
Full Guide
1. Accessing Meeting Notes Manager
2
1.1 Meeting Notes Manager
1.2 Filter Functionality
2. Company Meetings
5
2.1 Add Or Set Up New Meeting
2.2 Commence/Update Meeting
2.3 Duplicate Meeting
2.4 Delete Meeting
2.5 View Meetings
3. Received Meetings
4
3.1 Viewing Meeting
3.2 Comment
3.3 Editing And Completing A Meeting Item
3.4 Close Meeting
4. Activity Overview
1
4.1 Activity Overview
5. Admin
1
5.1 Admin
Product Check Manager
1. How To Access Product Check Manager
2
1. How To Access Product Check Manager
1.1 How To View Completed & In Progress Product Checks
2. Setup
7
2.1 How To Create A Product Check Template
2.1.1 How To Add Email Triggers
2.1.2 How To Duplicate A Product Check Template
2.1.3 How To Delete A Product Check Template
2.1.4 How To Setup Pre-Set Fields For Use In A Product Check Template
See all 7 articles
3. How To Record A Product Check
8
3.1 How To Record A Product Check
3.1.1 How To Share A Product Check And Request More Information
3.1.2 How To Send A Pdf Report Of A Product Check
3.2.1 How To View The Product Check Details
3.2.2 How To Complete The Check Template
See all 8 articles
4. How To Access The Activity Overview For Product Check Manager
2
4. How To Access The Activity Overview For Product Check Manager
4.1 How To Search For Specific Activity
5. Reporting
2
5.1 How To Analyse Recorded Product Checks
5.2 How To Create A Completed Snapshot Report On Product Checks
6. User Access
13
6. User Access
6.1 Grant A New User Access
6.1.1 Grant View Access
6.1.1.1 View Access Per Site
6.1.2 Grant Record Access
See all 13 articles
Internal Document Manager
1. Initial Setup For Internal Documents
7
1. Initial Setup For Internal Documents
1.1 Preset Fields
1.2 Visible Columns
1.3 Export To PDF
1.4 Internal Approval
See all 7 articles
2. Adding Internal Documents
6
2. Adding Internal Documents
2.1 Creating A Document Template
2.2 Creating An Internal Document
2.3 Uploading A File
2.4 Duplicating A Document
See all 6 articles
3. Managing Internal Documents
2
3.1 Updating A Document
3.2 Notifying Internal Users
Traceability Manager
1. Setting Up Traceability Manager
7
1.1. Accessing Traceability Manager
1.2.1. Adding A New Traceability Check Template
1.2.2. Adding A Traceability Response Template
1.2.3. Adding A Traceability Confirmation Template
1.3. Setting Up Scoring
See all 7 articles
2. Recording A New Traceability Check
1
2.1. How To Complete A Traceability Exercise
3. Sharing A Traceability Template
1
3. Sharing A Traceability Template
4. Confirming A Traceability Template
1
4. Confirming A Traceability Template
5. Viewing Completed Traceability Templates
1
5. Viewing Completed Traceability Templates
Supplier Audit Manager
1. Initial Setup
17
1. Initial Setup
1.1 Terminology
1.2 Visible Columns
1.3 Outcomes & Scoring
1.3.1 Enable Or Disable Audit Outcomes & Scoring System
See all 17 articles
2. Building A Custom Audit
21
2.1.1 Add Locations
2.1.2 Edit Or Delete Locations
2.1.3 Add Types
2.1.4 Edit Or Delete Types
2.1.5 Add Categories
See all 21 articles
3. Using And Completing An Audit
22
3.1 Completing On Desktop
3.1.1 Adding An Audit Item On Its Own
3.1.2 Editing An Audit Item
3.1.3 Delete An Audit Item
3.1.4 View Audit Items
See all 22 articles
4. Update An Audit
1
4. Update An Audit
5. Request An Internal Review
2
5. Request An Internal Review
5.1 Approve/Confirm An Internal Review
6. Mark Audit As Complete
1
6. Mark Audit As Complete
7. Notify Team Members
1
7. Notify Team Members
8. Send PDF Report
1
8. Send PDF Report
9. Export Full Audit Table To PDF
1
9. Export Full Audit Table To PDF
10. Export Full Audit Table To Excel
1
10. Export Full Audit Table To Excel
11. Recall Audit
1
11. Recall Audit
12. Reopen Audit
1
12. Reopen Audit
13. Managing Activity Subscriptions
1
13. Managing Activity Subscriptions
14. Supplier Provided Audits
2
14.1 View Audits In Progress
14.2 Finalising Completed Audits
Purchasing & Sales Manager
1. Initial Setup For Purchasing & Sales Manager
4
1.1. Admin Section
1.2. Creating A Template
1.3. Import / Export
1.4. Quick Send Settings
2. Sending A Template
2
2.1. Updating And Issuing
2.2. Notifications
3. Agreements
4
3. Agreements
3.1. Responding
3.2 Negotiations
3.3. Confirming
4. Pricing Grids
3
4. Pricing Grids
4.1. Creating A New Pricing Grid
4.2 Approval
5. Reporting
2
5.1. Buying Period Reports
5.2. Purchasing Reports
Visiting & Audit Schedule
1. Visiting & Audit Schedule
2
1.1 Accessing Visiting & Audit Schedule
1.1.1 Exporting Schedule To Excel
2. Viewing Recommended Audits
1
2. Viewing Recommended Audits
3. Admin Settings
3
3.1 Admin Settings Within Supplier Audit Manager
3.2 Admin Settings Within Visiting & Audit Schedule
3.3 Setting Up A Recommended Audit Frequency
4. Requesting A Visit/Audit
3
4. Requesting A Visit/Audit
4.1 Requesting A Visit/Audit (With Approval Function)
4.2 Approving A Requested Visit/Audit
5. Responding To A Requested Visit/Audit
3
5. Responding To A Requested Visit/Audit
5.1 Requesting An Alternative Visit/Audit Date
5.2 Responding To An Alternative Visit/Audit Date Request
6. Calendar View Of Visit/Audit Requests
1
6. Calendar View Of Visit/Audit Requests
Formbuilder
1. Building A Template
7
1.1 Adding The First Section To A Template
1.2 Adding Additional Sections
1.3 Adding Additional Fields
1.4 Adding Conditions To Fields
1.5 Adding External Fields To The Template
See all 7 articles
2. Reordering Sections / Fields
1
2. Reordering Sections / Fields
3. Appendix – Explanation Of Field Types
1
3. Appendix – Explanation Of Field Types