Dashboard

There are 3 different sections in the Dashboard.

1. My tasks

    A. Organisation Linking

    B. Outgoing requests – to be reviewed

    C. Incoming requests – to be completed

2. Summaries

    A. All requirements

    B. Outgoing requests

    C. Incoming requests

3. Insights

     A. Compliance status – required documents (graph)

1. My tasks

A.    Review link recommendations

Linking organisations to your company ensures a better experience for you and your suppliers. By creating a link, we will automatically fetch your suppliers’ public documents and automatically sync any supplier organisation updates (name, identifiers, contacts, etc.) to your account.

By clicking on this tab, the system will redirect you to the page where you can see all your linked organisations.

B. Review public documents

Public documents are documents that your suppliers have made public AND match your requirements. You can view all their public documents (not only matching your requirements) under the organisation details page -> Documents tab or by clicking on the button shown above.

C.    Outgoing requests – to be reviewed

The number shown above indicates the number of your requests that have been answered by your suppliers. This means that you are now able to review them. Click here to see how you can review them and what to do with the documents.

D.   Incoming requests – to be completed

Incoming requests - to be completed signifies that your buyer/suppliers are requesting quality information from you. To complete the incoming requests, please follow this guide.

2. Summaries

A. All requirements

The ‘All requirements’ section shows you the status of documents based on your active requirement rules.

Missing – These are the documents that are missing.

Expired - These are the documents that are Expired.

Expiring soon – These are the documents that are about to expire.

B.  Outgoing requests;

The ‘Outgoing request’ section shows you what requests need your attention.

To be reviewed – These requests have been replied to by your suppliers. This means that you are now able to review them. Click here to see how you can review them and what to do with the documents.

No progress – Here you can find all the requests that are in the No progress state. To see how to deal with no Progress request please look at this page.

Unresolved messages – A supplier sent you a message as a reply to your document requests.

C. Incoming requests;

Pending – Another Supply Chain Approval user sent you a document request and waiting for you to complete the document request.

No progress – These are incoming document requests that are older than 2 weeks and have no documents added to them.

Unresolved messages – These are messages between you and the requesting party that have not been resolved.

3. Insights

A. Compliance status – required documents

This graph is directly linked to your requirement rules, so the text highlighted in yellow are the ‘Name’ in your Requirement rules, so the ones highlighted below.

As you can see the graph bar for ‘Trader’ is empty. This is because the requirement rule ‘Trader’ is an inactive requirement rule. We can easily fix this by using the filters.

After clicking on the ‘filter’ button you should see the image below.

Then switch on the toggle that says ‘Include inactive requirements’ to ‘Yes’

Click on APPLY

After you have done that, you should see the graph bar for inactive requirement rules as well.

If you don’t want to see the graph bar for inactive requirement rules you can simply click, ‘CLEAR ALL FILTERS’.