Menu Path: Supply Chain Compliance >> Compliance Surveys
- Click on the Create New button.
- Under the General tab provide the Template Name, and Description, choose the Survey template, choose the survey type- whether Manual or Onboarding Surveys and provide the response due date for the survey.
- Under the Suppliers tab, choose the suppliers for the Survey.
- Under the reminder tab, the default reminder set in the Application configuration will be displayed. In addition to that, you can also add or remove reminder days. The supplier will receive reminders on the set reminder days before the response end date.
- The questions tab displays all the questions from the template chosen under the General tab.
- The Conditions Tab will show the conditions defined for the questions in the Template
- Choose the approver for each role and submit the survey for approval.