There are two ways to navigate to the request screen
Step 1: From Scheduled Visit/Audits screen select the Add New Event button
Step 1: From Recommended screen select the + button beside the record/supplier requiring a visit/audit
Step 2: Complete the details required as shown on the screen below. Any details previously put in to the Admin settings will be shown here (with the attachments and/or detail in the Audit Overview field). If this request is to be confirmed by the supplier ensure to select to send to a Company User.
Note – here it is possible to add multiple dates for the supplier to select the date that suits them best.
Step 3: Select the Save button and select the option from the drop down.
If sharing with a supplier, they will receive notification that the request has been made and it will be in their task list.
The view of a requested Visit/Audit will look as below. Note that the request can be viewed/edited/cancelled through the menu button on the right side of the record.