Topics

Create topic

1. Click on the green "Create Topic" button in the "Topics" tab.
2. Enter a name and a description of the topic in the header data.
3. Click on the "Upload" link to attach documents to the topic.
4. Now select a supplier/customer and add a responsible person for the topic on the customer side.
5. If necessary, add further customer data to your topic. To do this, select values from the selection list.
6. Click on "Save".

A topic can also be copied, but which information is copied depends on whether a customer or a supplier copies it.

Assign topic to action plan

1. Select the topics (check the box)
2. Click on the "Create new action plan" or "Add to existing action plan" button.

Only those topics, that have the same customer-supplier relationship can be worked on together in an action plan.

If a topic is assigned to an action, it cannot be declined.