👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
To streamline supplier engagement, this feature enables customers to send invitations to selected suppliers immediately after performing a bulk upload. In addition, it allows the customer to automatically create a new form for the current year, ensuring suppliers receive the most up-to-date version of the modern slavery questionnaire.
🛠️ Prerequisites
Suppliers must be setup on the platform. For more information about this you may refer to Modern Slavery Dashboard - Creating Organisations (Bulk Upload).
📝 Step-by-Step Guide
💡Engagement Statuses:
Status | Description |
Not Engaged | Suppliers that have not been invited to the application. |
Queued | Suppliers that have been invited whose invitation email is queued to be sent. |
Invited | Suppliers whose invitation email has moved from Queued and has been sent to the recipient. |
Started | Suppliers that have been invited who have started working on their questionnaire. |
Completed | Suppliers that have completed and submitted their questionnaire. |
1. Go to the Supplier Engagement tab. Click Add Filter and choose the Group you created for your uploaded list of suppliers.
2. Use the filtered list to find the recently added supplier. Tick the box next to their name and send an invite to the supplier. A form will be created and added to the supplier's organisation profile at this stage.
Note:
Invitations can only be sent to suppliers with an Engagement status of “Not Engaged.” The platform will alert you if an invitation has already been sent to a supplier. This occurs when the supplier’s status is “Queued,” “Invited,” “Started,” or “Completed.”
3. A new window will open to confirm the Link request invitation you are sending. You have the option to test the email first, which will be sent to your logged-in account. Once you’ve reviewed the email, proceed by clicking SEND INVITES to finalise and send the invitation.
4. The supplier’s status should update from “Not Engaged” to “Invited” once the invitation has been sent.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.