Supplier: Document delivery
Overview
This section explains in detail the supplier delivery process for delivered files. The process involves the following activities:
- Delivery process
- Attach files to a selected folder/category
- Perform delivery of files
Supplier delivery process
To answer an RFI, the supplier can upload their answer in the document Delivery view.
The user needs to select a Work package order and then open it in the Document Delivery view to be able to perform the document delivery.
The uploaded file will be associated with a document version. It will be possible for a supplier user to change some document meta data using the manage document data tab.
Supplier: Document delivery actions
The user will be presented by a dashboard upon entry:
The Supplier user perform a delivery by selecting an Information Request and press Attach document from the toolbar. In the Attach document pop window the user choose to upload the file to deliver.
A delivered document is visible in the Document delivery view if an InformationSetSection is expanded.
The Document delivery view include a filter capability that allows the user to filter on multiple data sets. The filter do not necessarily operate on data from the visible columns. The capture below display an example on how the Supplier user filter on all Information Requests that has been delivered.
It is also possible to select more than one Information Request and deliver one document. The Attach document will list all selected Information Requests in the Attach to section of the pop-up window.
The following video demonstrates a supplier user uploading and delivering a single document.
The user can also upload several files. In that case all the files will be delivered to the Information Request as specified in the Attach to section.The following video demonstrates sharing a work package order.
The following video demonstrates a supplier user uploading several files and delivering them against multiple sections.