How Do I Assign an Action to Suppliers?

How Do I Assign an Action to Suppliers?



This guide explains how to create and assign a new action to suppliers in the POSITIIVPLUS platform. 

Step 1: Start the Assignment Process 

1.1 Navigate to the Actions section. 

1.2 Click on the "Add New Action" button to initiate a new assignment. 

Step 2: Fill Out the Action Form 

2.1 Action Number: 
 2.1.1 Enter a unique identifier or title for the action (e.g., ACT-2025-001). 

2.2 Description: 
2.2.1 Add a brief overview describing the purpose or requirement of the action. 

2.3 Action Type: 
 2.3.1 Select the appropriate category from options such as Reporting, Compliance, Training. 

2.4 Users: 
 2.4.1 Assign specific individuals or teams responsible for completing the action. 
 2.4.2 This ensures accountability and clarity on ownership. 

2.5 Custom Label (Optional): 
2.5.1 Include additional labels or tags as needed for better classification or context. 

Step 3: Submit the Action 

            3.1 After completing all required fields, click the "Submit" button. 

Step 4: Completion Confirmation 

4.1 The action will now be: 

            4.1.1 Created successfully. 
4.1.2 Assigned to the designated suppliers or users. 
4.1.3 Visible in the Action List for ongoing tracking and updates. 

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