Add Optional Activities

Add an Optional Activity When Onboarding a Supplier

1. From the main menu, navigate to PROGRAMS *NEW*, then select the program to which the supplier will be associated.
2. Select the appropriate campaign from the campaign list. The workflow of onboarding activities will display.
   
   
   
3. Click the ADD ACTIVITY button.
   
   
   

   If the ADD ACTIVITY button is not visible, it is likely that the campaign has already started. To determine the campaign's start date, click the SETTINGS tab to display the Campaign's General Information page. Check the start date of the campaign.   If the campaign has already started, no activities may be added to that campaign.



4. From the ADD ACTIVITY screen, select one or more actions. Follow the screen prompts to complete each activity.
   
   
   
   • RizePoint Form - This form will open in Mobile Auditor to be completed.

   Follow the prompts to set up this form. When you set up this form, you will be required to select the form name. If the option to associate audit types to forms has been enabled for you by RizePoint, a drop-down menu of only the audit types associated to that form will display. If you do not have the audit form-audit type association option enabled, then all of the audit types associated to that user will display instead.


• Document Upload - Provide a place for the supplier to upload required documents.

• General Activity - Provide information and instructions specific to the supplier. For example, you may require this supplier to hold a training meeting, a kickoff meeting or to calibrate equipment.

5. After each activity has been set up, click ADD ACTIVITY.
   
   
   
   After an activity has been configured, it will display in the workflow as shown:
   
   
   

After you have added all of the activities for this campaign, it is time to invite the supplier to the campaign.

For an overview of the Supplier Onboarding process, see the Supplier Onboarding Workflow.