Help Center

Managing Requirements within Your Organizational Hierarchy

Managing suppliers with assigned requirements across your supply chain is possible within the Organizational Hierarchy.  You have the ability to add new suppliers with existing requirements to your organization and operation, and move suppliers with existing requirements within your organization.  You also have the ability to accept or reject linkage with existing requirements already assigned to your suppliers.  In this Help Center guide we will describe the following functionality:

  1. Add an existing Tier 1 Supplier to a new operation with an existing requirement
  2. Moving a supplier from one operation to another operation or to the organization
  3. Add a new Tier 1 Supplier to your organization with an existing requirement
  4. Removing a Tier 1 Supplier from an operation



Add an Existing Tier 1 Supplier to a New Operation with an Existing Requirement

 

You have the ability to add an existing Tier 1 Supplier to a new operation with an existing requirement by first selecting that supplier and adding it to the desired operation.  Please refer to the Managing Direct Suppliers in Your Organizational Hierarchy Help Center Article for more information on adding Tier 1 Suppliers to an existing operation.

 

Once the Tier 1 Supplier has been added into the desired location within the hierarchy, a notification will appear on your screen if that supplier already has an existing assigned requirement.

                    HG_57.png

You will have two options.  The first is to ‘skip’ this association, and the second is to check the one or multiple requirements and ‘assign’ that requirement to the new operation.  We will demonstrate each option.   

 

To skip assigning the existing requirement to you new operation click the ‘skip’ button.

 

                    HG_58.png

 

A notification will appear on your screen informing you that the Supplier connected to operation successfully.  It may take some time to show up in the system.’  Click ‘OK’ to dismiss this message.  Note: It is recommended that you refresh the page to view the new association.

 

                    HG_59.png


To accept the association select the requirement that you would like to have assigned to the new operation and click the ‘assign’ button.  

 

                    HG_60.png


A notification will appear on your screen informing you that the Supplier connected to operation successfully.  It may take some time to show up in the system.’  Click ‘OK’ to dismiss this message.  Note: It is recommended that you refresh the page to view the new association.

 

                    HG_38.png


Additionally, a notification will be sent to your Tier 1 Supplier informing them that you have assigned them a new requirement.  Your Tier 1 Supplier will have the opportunity to either allow granting of access or deny granting of access to the existing requirement.  You will also receive a notification informing you of your Tier 1 Supplier’s decision.  

 

If provided access you may view the status of the requirement within the Status of Assigned Requirements dashboard.  Please refer to the Status of Assigned Requirements Dashboard Help Center article for additional information.  If denied access you may either ignore this issue or assign an new requirements.  Please refer to the How to Assign an 'AuditOne Certificate' Requirement Help Center article for additional information.

 

 

 

Moving a Supplier from One Operation to Another Operation or to the Organization

 

You have the ability to move an existing Tier 1 Supplier with an existing requirement from one operation to another operation, or to the organization.  This action is performed in a similar fashion as moving a Tier 1 Supplier.  

 

You may move your Tier 1 Supplier within your organization hierarchy by clicking on the icon associated with the Tier 1 Supplier that you wish to move and dragging it into the the operation where you would like it to reside.  For reference you will see a black ‘►’ next to the operation where your move will occur.

 

HG_61.png


Similar to moving a Tier 1 Supplier You may either select ‘No, move the supplier without needing them to accept a new connection request,’ or ‘Yes, move the supplier but require them to approve the new connection request.’  Click on ‘Continue’ to record your selection.  For this example we will select ‘no.’

 

                    HG_37.png

By selecting ‘No’ a pop-up appears stating ‘Supplier connected to operation successfully.  It may take some time to show up in the system.’  Click ‘OK’ to dismiss this message.  Note: It is recommended that you refresh the page to view the new association.

 

                    HG_38.png


A subsequent notification will appear providing three options: first, to continue with the previous assigned requirement from the NEW operation; second, cancel the previously assigned requirement; and third, cancel the previously assigned requirement and assign a NEW requirement from the NEW operation.

 

                    HG_62.png


If you select option one, the following notification will appear.  

 

                    HG_59.png


If you select option two, the following notification will appear.

 

                    HG_63.png


If you select option three, the following notification will appear.

 

                    HG_64.png
                    

For options two and three, the Tier 1 Supplier will receive a notification informing them that their original requirement was cancelled.  It will be the responsibility of the operation where the Tier 1 Supplier was moved to reissue the requirement.

 

Add a New Tier 1 Supplier to Your Organization with an Existing Requirement

 

Adding a new Tier 1 Supplier with an existing requirement is similar to adding a new Tier 1 Supplier without a requirement.  You will not know that they have an existing requirement assigned until you have added them into your supply chain and have assigned them a requirement that they have already been assigned by another customer.

 

When you assign a new Tier 1 Supplier a requirement that they have received from another customer, the Tier 1 Supplier will receive a notification informing them that they have just received the same requirement from another customer.  The Tier 1 Supplier will have the option of allowing or denying access to the same requirement already in progress.  You will also receive a notification informing you of your Tier 1 Supplier’s decision.  

 

If provided access you may view the status of the requirement within the Status of Assigned Requirements dashboard.  Please refer to the Status of Assigned Requirements Dashboard Help Center article for additional information.  If denied access you may either ignore this issue or assign an new requirements.  Please refer to the How to Assign an 'AuditOne Certificate' Requirement Help Center article for additional information.

 

Removing a Tier 1 Supplier from an Operation

 

You may remove a Tier 1 Supplier from an operation; however, you will also remove the assigned requirement.  You would have to then reassign the requirement (if still needed) by either the organization or another operation.

 

To remove a Tier 1 Supplier from your operation click on the ‘ellipsis’ icon to the right of the desired entity within the identified operation and select ‘Remove from Operation.

 

HG_65.png

When you click ‘Remove from Operation’ a warning notice appears informing you that the assigned requirement will also be removed.  Select ‘yes’ to remove the Tier 1 Supplier from the operation and to remove the existing requirement.  Select ‘no’ if you wish to retain both the Tier 1 Supplier in the operation and the existing requirement.

 

                    HG_66.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.