Create a Supplier Location Record

Create a Management Record for a Supplier

After you have created a form for the management record, you will now create a separate form for the location record. The location record form will also be sent via an email invitation to the location. After the location record has been set up, it will automatically be associated to the appropriate management record.
 
The invitation to fill out the management record form and/or the location record form will be sent to the supplier. If the recipient is not already a user in the RizePoint system, they will receive a prompt to set a username and password. When they have created those, the user record will automatically be created and associated to the appropriate record. That is, if the recipient received a management record form, the user will be associated with the management record. If the recipient received a location record form, the user will be associated with the location record.
  
To view the newly-created location record from the main menu, navigate to MANAGEMENT, and select the supplier from the list. On the supplier page, click the LOCATIONS tab to view locations associated with this management.

Select the LOCATIONS tab

 

After you configure the management record form for the supplier, you will configure a location record form for the same supplier.

  1. From the main menu, navigate to PROGRAMS *NEW*, then select the program to which the supplier will be associated.  

  2. Select the campaign from the campaign list. A workflow of onboarding activities will then display.

    Select a campaign

  3. Moving from left to right, select: CREATE SUPPLIER LOCATION. You will now create the location record form for the supplier.

    Some of the workflow activities are grayed out with lock icon. These activities are automated by RizePoint. They are locked and are not editable or configurable.
      
    Configurable activities display in blue font. They are automatically created in the system, but require configuration by you, the Client Administrator.
      
    Tasks that display horizontally in the activities below are considered dependent tasks.



    4. Configurable activities display in blue font

  4. Enter the description and tags, if necessary. Notice that the Activity Name and Short Name are automatically populated.

    Create the supplier's location record

  5. Specify a fixed or relative due date by activating the drop-down menu items in the DUE DATE INFORMATION field.

    Specify a fixed or relative due date

    Fixed Due Date: This is the date that you want the supplier to complete the location form. Select the calendar date picker to specify the fixed date.


    6. Select a fixed date

    Relative Due Date: The due date is the number of days the record must be completed relative to the campaign's start date, end date or a separate, dependent task. A dependent task is one that will be completed depending on the date a previous task is completed.   
      
    For example: You could set a relative due date and specify that the form is due within 10 days after the supplier receives the invitation to complete the form. In this case, the due date for the completion of the location form is dependent on (or relative to) when the supplier receives the invitation.


    Specify a relative due date

  6. Click NEXT STEP.

    Click NEXT STEP

  7. On the next screen, you can add instructions and/or add Excel, Word or PDF documents by clicking the ADD DOCUMENTS button.


    Add instructions and/or documents

  8. Enter the Location Name and Location Type. These are required fields. Enter an "L" (for "Location") next to the ADD FIELD line and select location fields to add to the form. Clicking on the name in the drop-down menu will add it to the list above the ADD FIELD as shown below.

    Add fields to the form

  9. Click the checkboxes next to fields you want to be required. The check mark is a toggle. Click it again next to any non-required fields. This functionality is the same for the management and location record forms.

    Click checkboxes next to required fields

  10. Hover over the two horizontal lines to drag and drop fields in the order you would like them to display. The field that is being moved will be bounded by a dashed line until it is dropped into place. This functionality is the same for the management and location record forms.

    Drag and drop fields

  11. Click UPDATE.

    Click UPDATE

If necessary, you may add optional activities to this campaign.

 

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