How to View and Understand an Action Profile?
The Action Profile provides a full overview of an assigned action, including documents, status updates, and communication history. This guide walks you through each section of the profile to help you understand and manage actions effectively.
Step 1: Access the Action Profile
1.1 Navigate to the Actions tab on the platform.
1.2 Click on the Action Name to open the full Action Profile.
Step 2: Review the Detailed Action View
2.1 The profile displays detailed information about the action.
2.2 You can see the steps taken by the supplier and track their current progress.
Step 3: Check Reference Documents
3.1 These documents are uploaded by the admin to provide background or guidance.
3.2 Use these as a reference to understand the requirements or standards expected.
Step 4: Review Required Documents
4.1 These are the mandatory documents suppliers must upload to complete the action.
4.2 Uploaded documents will be reviewed by the admin for completeness and compliance.
Step 5: View the Sample Document (If provided)
5.1 If available, this optional sample serves as a template or example for the supplier.
5.2 It helps ensure formatting and content meet expectations.
Step 6: Monitor Action Status
6.1 The Action Status section shows whether the action is:
6.1,1 New
6.1.2 Accepted
6.1.3 Ongoing
6..4 Done
6.2 Relevant dates and progress indicators are also displayed here.
7.1 This is a communication thread between the admin and the supplier.
7.2 Use it to ask questions, provide updates, or clarify requirements.
Step 8: View Version History
8.1 This section logs any updates or changes made to the action.
8.2 It helps you track modifications for transparency and auditing.
Step 9: View Supplier Documents
9.1 Click “View Documents” to open and review files uploaded by the supplier.
Step 10: Delete the Action (If required)
10.1 If the action is no longer relevant, use the “Delete Action” option to remove it from the list.
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