Create supplier tasks for the action plan
Create supplier tasks for the affected KPIs in the action plan.
Before you begin
Role required: sn_kpi.admin
Procedure
Navigate to the Action plan items tab of the action plan.
Select Create.
The Crate new action plan item dialog box is displayed.
Image omitted: create-supplier-task.png
Create new action plan item dialog box for creating supplier task
Create new action plan item dialog box for creating supplier task
Select Supplier task.
Select the user who will be assigned this task.
Select the action type required to close the task:
- Mark complete
- Play video
- Upload documents
- View link
- Select Create.
In the form, fill in the required fields.
Field Description Supplier Name of the supplier Priority Priority of the supplier task to complete the action plan Assigned to User to whom the milestone tracking is assigned Due date Target date for the milestone Opened by User who created the supplier task Short description Brief description of the milestone Summary details Supplier case The case to which the task is related Expected start Expected start date of the supplier task Actual start Actual start date of the supplier task Actual end Actual end date of the supplier task Related task Tasks related to this supplier task Related KPIs KPIs related to this supplier task Related location Location in which this supplier task is to be performed Select Save to create and save the new supplier task.
Result
The supplier tasks are visible to the supplier in the portal view.
Parent Topic:Create action plan for KPIs