How do I add expiry dates to documents that suppliers upload?
What is the issue you're facing?
I want to enable expiry dates on my questionnaires in SIM Dojo. How do I do this?
Solution
If this is a new question
- Click on th Edit question attributes button.
- Setup the question description and if you would like it to be mandatory or not.
- On the question type drop down select 'Documents Upload'.
- Ensure the 'Include an expiry date tick box is ticked.
If the questionnaire and question already exists
- Go the the questionnaire in Supplier Onboarding that you would like to edit.
- Find the question you would like to add an expiry date to.
- Click on the 'Edit question attributes' button.
4. At the bottom there is a checkbox for 'Include an expiry date'. Ensure this is ticked.
5. Click on 'Save changes'
Note that is a supplier has already answered this question you will not be able to change this as you will be presented with this error.
In this situation you will need to add a new question to the questionnaire duplicating the old one, but adding in the include expiry date option and then delete the old question and save. Note that no information will be lost and all of the old responses and documents will still be accessible.
Related Articles
How do I add documents to my Supplier Onboarding event?
What is the issue you're facing? I would like to add documents to my Onboarding event. How can I do this? Solution To add documents to an Onboarding event that all invited suppliers will be able to see, such as an NDA you can do this in the following ...Document expiry questions (Optional)
One core benefit of SIM Dojo is that it allows you not only to take a snapshot of your supplier information at one time, but also to receive updates from your suppliers as things are updated. One way in which this is done is through the use of expiry ...What do the settings for 'Onboarding Timescales - Expired Documents' mean?
What is the issue you're facing? I would like to know what my Expired Document settings are for within the Onboarding Settings Solution The Expired Document settings covers the following: Notify Participants It is to remind the participant that one ...I need to setup approvals for my suppliers before I onboard them via Supplier Onboarding. Is this something that can be done?
What is the issue you're facing? Before I onboard my suppliers I need to be able to approve their answers to questionnaires and the documents they upload. Is there a way to do this? Solution One of the benefits of Supplier Onboaridng is that it ...How do I add another contact to an existing supplier?
What is the issue you're facing? I would like to add a new contact to one of my suppliers. How do I do this? Solution To add a new contact please follow the below steps: 1) Go onto the Supplier where you wish to add a new contact. 2) Click on the tab ...