Planboards
Vendor Management - 8D Complaints
FAQ
- How do i log in as a first time user?
- Unable to log in, what now?
- Unable to create a user - what now?
- How do I archive/delete a vendor?
- What are Vendor Administrators?
- I get the message 'Update failed' when trying to add or edit data
Admin Module
- Tables > Categories
- General Settings > Your current subscription
- Import data - Contracts - Import Contract Managers
- Vendors Settings > Tables > Vendor classification
- Tables
- SurePay integration - Verification of name and account numbers
Configuration & Setup
Vendor Details
Contract Details
- nextAI - Contract Capture - Best practices
- nextAI - Contract Capture - Creating a new contract
- nextAI - Contract Capture - Prompts and field configuration
- nextAI - Contract Capture - Data extraction and supported files
- nextAI - Contract Capture - Access and permissions
- Document Links
Vendor Ratings
- Over Vendor Rating
- Step 1: Navigation and content
- Step 2: Creating a survey template
- Step 3: Setting up a survey template
- Step 4: Survey template questions
- Step 5: Survey template answers