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Supply Chain Compliance (SCC)
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This article applies to:

  • Product: ONESOURCE Global Trade
  • Sub-Product: Supply chain compliance

Sending Questionnaires

To send a Questionnaire.
  1. Click
    Send Questionnaires
     under the
    Questionnaires
     menu. This opens the
    Send Questionnaire
     screen.
  2. Use the
    Select Email Template
     drop-down to select which e-mail template to go out with the Questionnaire.
  3. Highlight the preferred template and the screen will auto-populate that text in the
    E-mail Text
     box. If a Questionnaire has been associated to the template, it will be automatically pre-selected as the Questionnaire to be sent.
Selecting the
Questionnaire Completion
 template allows you to choose the e-mail template to be automatically sent to a partner/supplier once a Questionnaire is complete. This is optional.
The
Send Questionnaire
 screen incorporates a Partner grid that allows you to make custom selections with respect to which Partner Name(s), Program Type(s) or Partner Type(s) they wish to send to.

Filtering Partners

The
Partner Table
 grid provides a filter/sort feature to assist with focusing the list to the specific partner(s) based on their parameters. Examples of parameters include filtering to show only foreign manufacturers, or only partners being assessed for the AEO program.
To apply a filter.
  1. Click the
    Show/Hide Filter
     button at the top right of the grid.
  2. A bar with filter fields will appear directly below the column headers. Choose a column to sort by and enter the value to be searched.
  3. Once a value has been entered, click the filter button to the right of the field.
    A list of possible filters will appear to the right. Filters will vary depending on the field type (alphanumeric, date, numeric, time).
  4. Select a filter to be used.
    Once a filter is selected, the grid will refresh to show only those partners meeting the criteria listed in the filter. More than one filter can be applied at a time to further narrow down results.

Selecting Partners

To capture larger volumes of partners, click
Select All
.
To capture individual partners or a more limited send, deselect all and check only applicable recipients. The grid can be expanded and collapsed for ease of viewing.
If the selected email template is not associated to a specific Questionnaire or multiple Questionnaires need to be sent, hold the
Ctrl
 key while reviewing options in the
Select Questionnaires
 field. Select all Questionnaires to be included in the e-mail.
To send the Questionnaire; ensure that all necessary partners have been selected, the date parameters have been defined, and an e-mail template has been selected and any attachments have been added. Scroll to the top of the page and click
Send
.
If the Renewal Questionnaire functionality has been configured; attempting to send a Renewal Questionnaire will trigger a confirmation pop-up to appear, notifying you that this action will archive the older version of the Questionnaire. Click
OK
 to proceed.
After sending the Questionnaire, the below message will display, confirming that the Questionnaire has been added to the queue to be sent to the selected suppliers.
Once the questionnaire has been sent, the selected recipient(s) will receive individual emails advising them based on the email template selected by the sender. The email will appended (as shown in the example below) to include the necessary security credentials and URL to access the system and complete the questionnaire. Along with the URL, the recipient will be provided the unique Company Name and User Name. For security purposes, they will be instructed to use the Need Help Logging In link on the Login screen to set their own unique password the first time they access the system.
Email notifications to business partners/suppliers from the system (e.g., reminders, resends and corrective actions) will never include the user’s unique password. These notifications will only include the URL, Company Name and User Name as shown above.

Send Questionnaire (Fields)

The Send Questionnaire screen contains the following fields:
Fields
Description
CC Address Field
Add additional e-mail addresses to copy on a send.
Select Questionnaires
Provides a list of Questionnaires that can be sent to a selected partner(s). If desired, multiple Questionnaires can be sent at the same time.
Send From
Shows the
Default Email
 provided on the
Company Profile
 screen
. If there is an interest to change it, contact professional services or support for more information.
Add New Partner
Adds a new partner e-mail address at the time of sending for a partner not yet setup in the system. The temporary partner receives an e-mail with login credentials. Prior to receiving access to the Questionnaire, the temporary partner will be required to complete basic profile details.
Force Answering Order
If checked, the partner is forced to answer the Questionnaire in the exact order the questions are listed. They will not be able to skip questions and return to them later. If a Questionnaire contains rules or is a renewal Questionnaire, this box is checked by default.
Due Date
The due date you assign for the completion of the Questionnaire.
Reminder Date
Sends a one-time automatic reminder e-mail to the partner on a designated date, assuming the partner has not already completed the Questionnaire.
Reminder Interval
Sets automatic repeat reminders at specific day-intervals. The system will send reminders at designated intervals until the Questionnaire is fully completed (or the user turns off the feature).
Future Send Date
Select a future date for when the Questionnaire will send out. The system will automatically send the Questionnaire(s) to all selected partners on the populated date.
Attachments
This option is provided at the bottom of the screen. This optional field is only used if you wish to include attachment along with Questionnaire being sent.
Send
Sends the Questionnaire to all selected partners. This button is located at the top of the screen.
Preview
Shows a preview of the e-mail to be sent to all selected partners. This button is located at the top of the screen.