Supplier Manager Configuration Process

Create User details, including Group memberships. Using the same convention for login names already applied to your network login will save confusion. Default passwords need to be set and must be changed by individual users as soon as they access the system. It is advisable to use different default passwords for different classes of user (e.g. Users with document management rights should have different default passwords from view-only users).

For more information on managing user accounts, see here

Groups of users, who have a requirement to have restricted Document viewing rights or receive a notification when a new version of a Document, of a particular Document Control Type is uploaded, need to be created. Each member of the Notification Group can be forced to acknowledge receipt of the Notification

For more information on managing groups, see here

Having a defined organisation structure within EQMS allows you to associate records with the relevant organisational areas within your company to help improve your reporting capabilities. Once defined, the same organisational structure will be used across all modules.

For more information on maintaining your organisational structure, see here

Metadata Type is the name given to a user defined Data field which can be added to a supplier or product record. These additional fields can be designated as mandatory or not. This is achieved by associating the Metadata Type(s) to a Supplier or Product Type record. These additional fields are then drawn into new or existing supplier or product records from the selected mandatory Supplier/Product Type record.

For more information on maintaining custom metadata in Supplier Manager, see here

EQMS Supplier Manager allows you to create and use workflows that ease the Supplier or Product review process. They ensure the relevant personnel is notified when an action is required from them and allows for easy and useful reporting on current progress.

For more information on creating and maintaining workflows in Supplier Manager, see here

Supplier Types are used as a template to help define your specific supplier records, their associated data and review methods.

For more information on creating and maintaining supplier types, see here

Product Types are used as a template to help define your specific product records, their associated data and review methods.

For more information on creating and maintaining product types, see here

Categories are created as an additional way to classify supplier records in a way that makes sense to your organisation.

For more information on defining supplier categories, see here

Now that the settings have been configured and the assets have been created you can now use the system to aid the management of Supplier and Product records. The flexibility of the system means that you can always create new and/or amend assets, settings and information to meet your current Supplier Management needs.

For more information on managing product and supplier records, see here