Customer Guide
Help articles to support customers using the Informed 365 platform.
By Bryton and 1 other2 authors69 articles
- Inherent Risks Tab overview
- Supplier Engagement Tab overview
- Reports Tab overview
- Creating Organisations (single)
- Modern Slavery Dashboard - Linking with Existing Suppliers
- Modern Slavery Dashboard - Sending an Invite with Linked Suppliers
- Modern Slavery Dashboard - Creating Organisations (Bulk Upload)
- Modern Slavery Dashboard - Sending an Invite after Bulk Upload
- Modern Slavery Dashboard - Reports Tab - Available Report Widgets
- Which suppliers should I engage with first?
- Modern Slavery Dashboard - reporting period filters for calendar & financial year
- Applying Translation to Form Templates
- Opening and Closing Forms
- How to Create a New Form Template
- Manually importing data to SAQs
- Applying customised Form Instructions on a Form Template
- Available Question Types
- Question Notes
- Form Notes
- Table View (Download SAQ responses to CSV)
- How to Disable Answers for Specific Question Fields
- Outstanding Supplier Actions: Manual and Automated Email Sending
- Explaining Connection / Linking Statuses
- Creating Multiple Organisations using the Bulk Upload Process
- Create a Note on an Organisation Profile
- Creating Attributes
- Merging Organisation Profiles (SAO)
- Linking with Existing Suppliers
- Sending an Invite to Linked Suppliers
- How to add and invite users in a consortium application
- Archive Organisations
- Unlink from an Organisation Profile
- Manually Sending an Invite to a Specific Supplier User
- How to Update Discontinued Industry Classifications for your Organisation Profiles