A Technical Review questionnaire usually consists of several pages. Each page contains at least one main question and can have several sub-questions.
Main questions offer the possibility to add actions, attach files or leave a comment. Sub-questions offer the same functions except for the comment function.
The status of main questions indicates the review stage of the question. Suppliers have the option of setting the status to “Draft” or “Ready for Review”.
In the “Team” area, the customer can define an interdisciplinary team within his company and that of the supplier. The supplier can adjust or supplement his team assignment.
Each team member receives an e-mail notification when the status of the Technical Review changes, and also before the completion date is exceeded.
The menu item “General Data” contains basic information such as the Technical Review name, the start date, the list of parts information (items) as well as information on customer and suppliers.
Under “General Data”, customer users can change the overall status of the Technical Review. The changes are visible for the supplier once they have been saved.
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Templates determine which questionnaires and questions are visible in the Technical Review.
Click the “Create Template” button, enter a title and select a template type. Upload questionnaires and name them. If you upload attachments here, they will be automatically added to all Technical Reviews.
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On this tab you can see a list of all relevant Technical Reviews, sorted by their creation date.
Click on the title of a Technical Review to open it. If you have the necessary authorization, the Technical Review will open in edit mode.
Click on the “Table properties” icon at the top right of the table. Here, you can filter the results of the table to list only the Technical Reviews that you can edit.
You can also call up line-specific functions via the context menu “...” of each line.
“Proposals” are only available for customers. Proposals are Technical Reviews which are suggested via a previous SupplyOn Sourcing request and can easily be copied into Technical Review. You will only see the proposals in which you are selected as the responsible person. You can remove this restriction in the “Settings” menu.
Creating a Technical Review from a proposal
In this area you can see all projects that are linked to the current project. A link is useful, for example, to make information from otherwise independent projects more accessible. You can also filter and sort the list of linked projects in the same way as for “My projects” and open projects for editing.
Click on the link “Download Profiles” on the main page widget “Settings and Master Data” under the section “Down- and Upload Settings.
Using the function “Download Profiles”, you can configure your own downloads and save them to a download profile.
By using the two dropdown menus “Process” and “Type”, you can select the download. The Number of available processes depends on your roles.
Customer user with “Company Administrator” authorizations:
Click on the link “Login as Supplier” on the main page widget “Settings and Master Data” under the section “Admin Functions”. You are directed to the table where the seller organizations linked to your control points are listed in alphabetical order.
With the “Create View” functionality the customer Company Administrator users are given read permissions to selected companies.
The creation of a NoE is only allowed for the supplier. On the NoE creation tab, you will need to select a single material and customer combination. After this selection you will be forwarded to the NoE Details screen, where information for the selected material and customer combination is displayed. This new NoE is always created in status “Draft”.