Supplier Issue Tracking How-Tos

Assign a New Manager

  1. Select Applications from the Management landing page.

    or

    Expand the Management Navigation in the header of any screen, and select Applications.

  2. Search for a Supplier Issue Tracking app where My Company's Role is Owner.
  3. Select the Partners icon in the Actions column.
  4. Select the Assign Manager icon in the Actions column.

    The Assign Manager icon displays only for Supplier Issue Tracking Links without an assigned Manager.

  5. Enter the Email address of the new Manager in the dialog box.
  6. Select Submit.

    The dialog box closes, and TraceLink assigns the user as the new Manager.

  • Only Supplier Issue Tracking Partners without an assigned Manager can have a new Manager assigned in Management.

Configure a Data List

  1. Select Applications from the Management landing page.

    or

    Expand the Management Navigation in the header of any screen, and select Applications.

  2. Search for a Supplier Issue Tracking app where My Company's Role is Owner.
  3. Select the Set Data List Values icon in the Actions column.
  4. Select the field within Supplier Issue Tracking to update the options for from the Menu List Value drop-down:

    The following table displays the menu list Values and where to find them within Supplier Issue Tracking.

    Supplier Issue Tracking
    Menu List OptionDescriptionLocation
    External Direct – Category Use this field to set drop-down options for external issue category.View Supplier Issues (as search criteria), Create Issue, and Edit Issue screens
    External Direct – Deviation TypeUse this field to set drop-down options for external issue deviation type.Create Issue and Edit screens
    External Direct – Issue CategoryUse this field to set drop-down options for external issue category.View Supplier Issues (as search criteria)
    External Direct – Issue OriginUse this field to set drop-down options for external issue origin.Create Issue, Edit Issue, and Close Issue screens
    External Direct – Issue Owner Function Use this field to set drop-down options for external issue owner function. Create Issue and Edit Issue screens
    External Direct – Material Category Use this field to set drop-down options for external issue material category.View Supplier Issues (as search criteria), Create Issue, and Edit Issue screens
    External Direct – Material Subcategory Use this field to set drop-down options for external issue material subcategory.View Supplier Issues (as search criteria), Create Issue, and Edit Issue screens
    External Direct – Root Cause Use this field to set drop-down options for external issue root cause.View Supplier Issues (as search criteria) and Close screens
    External Direct – SitesUse this field to set drop-down options for external sites.View Supplier Issues (as search criteria), Create Issue, and Edit Issue screens
    External Direct and Indirect – High Priority ReasonsUse this field to set drop-down options for external issue high priority reasons. Create Issue and Edit Issue screens
    External Direct and Indirect – Investigation Conclusion Use this field to set drop-down options for external issue investigative conclusion.Update Final Response screen
    External Direct and Indirect - PUOMUse this field to set drop-down options for external issue PUOM. Create Issue and Edit Issue screens
    External Direct and Internal – SitesUse this field to set drop-down options for external issue sites.Create Issue, Edit Issue, and Issue Tracking Application Settings screens
    External Indirect – Category Use this field to set drop-down options for external indirect category.View Supplier Issues (as search criteria), Issues (as search criteria), Create Issue, and Edit Issue screens
    External Indirect – Created By OrganizationUse this field to set drop-down options for an external indirect issue created by organization. Create Issue and Edit Issue screens
    External Indirect – Deviation Type Use this field to set drop-down options for external indirect deviation type. Create Issue and Edit Issue screens
    External Indirect - High Priority ReasonsUse this field to set drop-down options for external indirect high priority reasons. Create Issue and Edit Issue screens
    External Indirect – Issue Owner Function Use this field to set drop-down options for external indirect issue owner function. Create Issue and Edit Issue screens
    External Indirect – Issue Category Use this field to set drop-down options for external indirect issue category.View Supplier Issues (as search criteria), Issues (as search criteria), Create Issue, and Edit Issue screens
    External Indirect – Issue Origin Use this field to set drop-down options for external indirect issue origin. Create Issue and Edit Issue screens
    External Indirect – Root CauseUse this field to set drop-down options for external indirect root cause.View Supplier Issues (as search criteria) and Close screens
    External Indirect - Reference IdentifierUse this field to set drop-down options for external indirect reference identifier. Create Issue and Edit Issue screens
    External Indirect – SitesUse this field to set drop-down options for external indirect sites.View Supplier Issues (as search criteria), Create Issue, and Edit Issue screens
    External Indirect – Subcategory Use this field to set drop-down options for external indirect subcategory.View Supplier Issues (as search criteria), Issues (as search criteria), Create Issue, and Edit Issue screens
    Internal – Deviation TypeUse this field to set drop-down options for internal deviation type. Create Issue and Edit Issue screens
    Internal – Impacted ProductsUse this field to set drop-down options for internal impacted products. Create Issue and Edit Issue screens
    Internal – Issue CategoryUse this field to set drop-down options for internal issue category.View Supplier Issues (as search criteria), Create Issue, and Edit Issue screens
    Internal – Issue Owner FunctionUse this field to set drop-down options for internal issue owner function. Create Issue and Edit Issue screens
  5. Enter the Value that users see in the application (optional).
  6. Select whether to display a text field when the user selects the Value from the Show Free Text Entry if Selected drop-down (optional and enabled for only Menu List Values that support an "Other" value ).
  7. Enter the display Order of the values (optional).
  8. Select the Default checkbox to designate that Value as the default selection in the Menu List Value (optional).

    For Values determined by a Parent Menu List Value (see below), each Parent Menu List Value can have its own Default.

  9. Select the Enable checkbox to display the value in the Menu List Value for users to select (optional).
  10. Select a Parent Menu List Value to only display the Value in the Menu List Value if that Parent Menu List Value is selected in a previous drop-down field (optional and displays in the table only if the options for a Menu List Value are determined by a previous selection within the app ).
  11. Select Value.
  12. Select Save.

    TraceLink saves the new menu list values, which display the next time someone uses the app.

Download Sites

  1. Select Applications from the Management landing page.

    or

    Expand the Management Navigation in the header of any screen, and select Applications.

  2. Search for a Supplier Issue Tracking app where My Company's Role is Owner.
  3. Select the Download Site List icon in the Actions column.

    The file downloads.