👤 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
This article guides suppliers through the process of reviewing and completing their outstanding action items within the Forms module. By following these steps, suppliers can upload the necessary supporting files, add comments, and submit their commitments to ensure compliance with their agreed obligations.
🛠️ Prerequisites
Before completing your outstanding actions, ensure the following:
You have received an outstanding action email.
You have user access to the platform.
The target form has been submitted and is available in your dashboard.
Any supporting files or documents required for your commitment are prepared and ready to upload.
📝 Step-by-Step Guide
1. Log in to the appropriate dashboard and click on Forms.
2. Select and open the target form.
3. Navigate to the Report View.
4. All outstanding actions will be displayed for your review.
5. Click on a pending item to review it, then click Create Action to add your commitment
6. A new window will open where you can upload the necessary file and add a comment. Once finalised, click Make Commitment.
7. Ensure all pending action items have been reviewed and completed.
✋ 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.