Importer and Exporter Dashboard
DASHBOARD
The
Dashboard
is the first screen you see after logging into ONESOURCE Supply Chain Compliance. This screen provides a quick summary of all supplier activity.The
Dashboard
is user-configurable and offers the drop/drag feature to allow personalized placement of the displays. Available queries are shown under the Available Docks link on the top left side.To add a query to the
Dashboard
, click Add
next to the query.To hide a display/query, click
X
to the top right of the desired display box.To drag a query to another location on the screen, left click the desired query box. Hold and drag to the desired location.
To collapse a query, click
^
to the top right of the desired display box.
Available Docks
Docks | Description |
|---|---|
Highlighted Partners | Displays suppliers with the highest vulnerability rating out of all active partners, threat rating, and best practice count for each partner displayed. |
Recent Sending/ Answer Activity | Displays suppliers who recently answered or were sent Questionnaires. Listed by supplier name, Questionnaire name, and sent/accessed date. |
Current Overall Rating | Calculated by Average Vulnerability (Avg. Vulnerability), Best Practices (BP) and Number of Responses. When questions are created, you can assign BP answer(s). See the Adding Questions section for more information.
|
Pass/Fail Summary | Total of passed, marginal, and failed Questionnaires. This is a customizable mark set on the Company Profile screen. |
Response Summary | Displays the Questionnaire Count and the number of completed, started, and not yet started Questionnaires. |
Statistics Summary | A numeric breakdown of total active Questionnaires by the number of completed, started, and not started Questionnaires. |
Partners Without Questionnaires | A list of partners in the system who have not been sent a Questionnaire. |
Corrective Actions Pending | A list of partners who answered a Questionnaire in a manner that triggered a Corrective Action. Displays the partner name, Questionnaire, date sent, and the number of Corrective Actions associated with the Questionnaire. |
Questionnaires Overdue | A list of Questionnaires that a partner has not answered by the assigned due date. Displays Questionnaire, partner name, date sent, and due date. |
The
Dashboard
also can show visual charts and graphs of various metrics. For assistance with this feature, please contact IntegrationPoint@ThomsonReuters.com.