The "My Company" module is a feature of our QM system that allows you to manage information about your company and users, as well as facility/location details and product information.
To view your company's information, click on the "Company Information" tab in the "My Company" module. Here, you can find details such as your company's name, address, and contact information.
To manage users, click on the "User Management" tab. Here, you can add, edit, or delete users. To add a new user, click on the "Add User" button and fill out the required information. To edit an existing user's information, click on their name in the user list and make the necessary changes. To delete a user, select their name in the user list and click on the "Delete User" button.
Yes, you can manage facility/location details by clicking on the "Facility/Location" tab. Here, you can view and edit the address details for each facility. To add a new facility, click on the "Add Facility" button and fill out the required information. To edit an existing facility's information, select its name in the facility list and make the necessary changes. To delete a facility, select its name in the facility list and click on the "Delete Facility" button.
To manage product information, click on the "My Products" tab. Here, you can view and edit product information for each facility. To add a new product, click on the "Add Product" button and fill out the required information. To edit an existing product's information, select its name in the product list and make the necessary changes. To delete a product, select its name in the product list and click on the "Delete Product" button.
To manage product documents, click on the "Document Library" tab. Here, you can upload, share, and publish product documents for each facility. To upload a new document, click on the "Upload Document" button and select the file you want to upload. To share a document with a customer, select its name in the document list and click on the "Share Document" button. From here, you can select the customer(s) you want to share the document with. To publish a document, select its name in the document list and click on the "Publish Document" button. This will make the document available to all customers who have requested it.
If you have any questions or need further assistance, please don't hesitate to contact our support team <mail id>.
Managing Documents in the "My Company" Module
To manage documents at the company level, click on the "Document Library" tab and select the "Company Documents" section. Here, you can upload and organize company-level documents such as policies, employee manuals, or any other document relevant to your company as a whole.
To manage documents at the facility level, click on the "Document Library" tab and select the "Facility Documents" section. Here, you can view and manage documents specific to each facility. To upload a new document, click on the "Upload Document" button and select the file you want to upload. To organize documents, you can create folders and subfolders by clicking on the "Create Folder" button.
To manage documents at the product level, click on the "Document Library" tab and select the "Product Documents" section. Here, you can view and manage documents specific to each product. To upload a new document, click on the "Upload Document" button and select the file you want to upload. To organize documents, you can create folders and subfolders by clicking on the "Create Folder" button.
To share a document with a customer, select the document you want to share and click on the "Share Document" button. From here, you can select the customer(s) you want to share the document with. You can also set an expiration date for the shared document.
To publish a document, select the document you want to publish and click on the "Publish Document" button. This will make the document available to all customers who have requested it. You can also set an expiration date for the published document.
To find specific documents, you can use the search bar located at the top of the "Document Library" tab. You can search by document name, document type, or by entering keywords that appear in the document.
To manage user permissions, click on the "My Company" tab and select the "Users" section. Here, you can view a list of all users and their current permissions. To add a new user, click on the "Add User" button and enter their information. To edit user permissions, select the user you want to modify and click on the "Edit Permissions" button. From here, you can set permissions for each module and specify the duration for which the permissions will be active.
To revoke user permissions before the specified end date, select the user you want to modify and click on the "Edit Permissions" button. From here, you can see the list of all active permissions and their end dates. To revoke a permission, simply click on the "Revoke" button next to the permission you want to remove. The user will no longer have access to the module once the permission is revoked.
To delete a user from the system, select the user you want to delete and click on the "Delete User" button. Please note that deleting a user will permanently remove their information from the system and they will no longer have access to any of the modules.
Yes, you can view a log of user activity and permission changes by clicking on the "User Activity" tab. Here, you can see a detailed list of all actions taken by each user, including login and logout times, permission changes, and other activities related to the "My Company" module.
The Supplier Profile is a detailed view of a specific supplier, which includes their connected facilities and products, and the documents they have provided on all three levels.
You can see the supplier's connection status (pending, connected, and disconnected), supplier address, supplier ID, connected facilities and products, percentage of documents provided by the supplier on all three levels (company, location, and product), and supplier creation date.
The Connected Facilities and Products feature allows you to view which facilities and products are connected to the supplier. You can see the facility and product details, such as name and location.
The Document Requests feature displays all documents requested by the supplier, and allows the supplier to upload the requested documents. You can also see the status of each request, such as pending, fulfilled, or canceled.
You can request product connections and specific documents by using the respective buttons available in the Supplier Profile. Once you make a request, the supplier will be notified and can choose to accept or reject your request.
You can add a new supplier by clicking on the create supplier, then you can search from the list of suppliers in Aster network, if the company is not registered in Aster network then you can send them invite by adding new supplier and providing a valid email ID.
To preview a document, simply click on the document name. The document will open in a preview window.
To download a document, click on the download button next to the document name.
To approve or reject a document, click on the approve or reject button next to the document name. You will be prompted to provide a reason for your decision.
To comment on a document, click on the comment button next to the document name. You can then enter your comment in the text box and click "Submit". Your comment will be visible on the Comment Page.
Yes, you can view comments made by other users on the Comment Page. Simply navigate to the Comment Page and locate the document you are interested in. All comments related to that document will be visible on the page.
To view the list of customers, click on the "My Customer" tab. Here, you can see a list of all the customers and their company details. You can also view the list of facility products that have been published by the customer, as well as any connected facilities and products.
To view customer details and their connections to facilities and products, click on the customer name from the list. This will take you to the customer details page, where you can see the company details, connected facilities and products, and any comments related to the customer. You can also view the list of document requests made by the customer.
To manage connections with customers at different levels, click on the "My Connection" tab. Here, you can view all the connections at the company, facility, and product levels. You can add new connections or edit existing ones by clicking on the "Add Connection" or "Edit Connection" buttons, respectively.
To view comments related to a specific document or customer request, click on the document or request from the list. This will take you to the details page, where you can see all the comments related to that item.
To manage document requests made by customers, click on the "Document Requests" tab. Here, you can see a list of all the requests made by customers and their current status. To provide the requested documents, click on the request and upload the necessary documents. The customer will be notified automatically once the documents have been uploaded.
You can view your connected and disconnected customers in the My Customer module. This list displays customer names, connection status, and other basic information.
To view a customer's profile, simply click on their name in the My Customer list. This will take you to the customer's profile page, where you can see their contact information, company address, customer ID, and published facilities and products.
In the customer's profile page, you can see which products and facilities are connected to the customer. This information can help you better manage your connections and customer relationships.
To send a connection request for a specific facility or product, go to the facility or product's profile page and click on the "Connect" button. This will send a connection request to the customer, who can approve or reject the request.
You can check your connection in the My connections and My customer module.
You can view all document requests from your customers at the company, facility, and product levels in the Document Request Module.
You can upload and provide a document for a specific request by selecting the request from the list and uploading the requested document.
If the requested document is not applicable, you can select the "Not Applicable" option and provide a reason for the rejection.
Yes, you can comment on a specific document request by selecting the request from the list and adding your comment in the comment section.
In the Setting section, you can set the date format, time format, and language for your company. This will affect how dates and other time-related information are displayed throughout the platform. Additionally, you can set default document requests for company, facility, and product levels. When a supplier accepts your connection request on any level, these documents will be automatically requested from them.
To set the date format and time format, go to the Setting section and select "Date & Time" from the menu. Here, you can choose your preferred date and time formats.
Yes, you can change the language of the platform in the Setting section. Select "Language" from the menu and choose your preferred language.
To set default document requests, go to the Setting section and select "Document Requests" from the menu. Here, you can choose the documents you want to request for company, facility, and product levels. These documents will be automatically requested from suppliers when they accept your connection request on any level.
Setting default document requests for suppliers saves time and ensures that all necessary documents are requested automatically. This helps to maintain consistency in document requests across the company, and helps to ensure that all suppliers meet the same standards.
The Risk Assessment module allows you to see the risk score of all your suppliers in one place.
The average risk score includes the company risk average, the average of all facility risks, and the average of all product risks.
Yes, you can see the individual facility risks as well as the average facility risk.
The risk categories are low risk, medium risk, and high risk.
Yes, there are default weightage and score for each form and company product facility.
Yes, you can configure the weightage and score based on your usage
Yes, you can view comments made by other users on the Comment Page. Simply navigate to the Comment Page and locate the document you are interested in. All comments related to that document will be visible on the page.
