New article
Recently updated
Filtering Entries on View Complete Information
Who is this article for?Users who want to review in-depth information stored against the supplier record.
Manufacturer Userpermissions are required.
View Complete Information provides a comprehensive overview of all data stored in your system for a supplier, including documents, emails, reports, and more. This article summarises the filters you can use to surface more granular information.
1. View Complete Information
To access the list:
- Expand the Supplier Information menu.
- Open the Supplier Overview.
- Click the icon next to a supplier.
- Select the information icon.
You will be taken to a separate page with a summary of all items associated with the supplier.
Below is an example of the content displayed when a filter is selected.
2. Filtering Results
To view more detailed summaries, select one of the available filters. Only one filter can be active at a time.
| Filter | Content |
|---|---|
| All | Shows entries for all event types. |
| Notes | Shows entries for notes added to or generated by actions. |
| Emails | Shows entries for emails sent to or by the supplier. |
| Attachments | Shows entries for attachments stored against or uploaded by the supplier. |
| Summary | Shows a count of how many items are there for the supplier. |
| Documents Outstanding | Shows outstanding documents the supplier has not yet completed. |
| Documents On Hold | Shows outstanding documents the supplier has put on hold. |
| Completed Documents | Shows documents the supplier has completed. |
| Certificates | Shows certifications the supplier has submitted. |
| Mini Questionnaires | Shows mini questionnaires the supplier has completed. |
| Allergen Validation Report | Shows allergen validation reports the supplier has submitted. |
| Allergen Risk Report | Shows risk reports the supplier has submitted. |
| QA Checks Report | Shows QA checks reports the supplier has submitted. |
| Alerts Communication History | Shows alerts communications from the last six months. |
| Document Approval by Site | Shows document approval by site. You can approve the documents from this menu. |
| Risk Assessment Report | Shows risk assessment reports submitted for the supplier. |
| On Site Audit/Visit NC & CA Report | Shows audit/visit non-conformity and corrective action reports submitted for the supplier. |
| Self Audit NC & CA Report | Shows self audit non-conformity and corrective action reports the supplier has submitted. |
| Archived Document | Shows archived documents. |
| Approve Supplier | Shows approval status for the supplier. You can approve suppliers from this menu if they have not already been approved. |