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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

View (Questionnaire) Status

The
View Status
 screen can be opened by clicking
Questionnaires
 in the main menu bar and selecting
View Status
. This screen displays the Questionnaire name, sent to, abbreviation, sent date, last reminder sent date, status, description, rating, group, reminder interval, Corrective Actions sent, corrective action responses, due date, and history for all sent Questionnaires.
Questionnaire information
Description
Name
The name of the questionnaire that was sent.
Clicking the link takes you directly to the
View Questionnaire
 screen where you can see the questionnaire answers and other details.
Sent to
The name of the supplier/partner who received the questionnaire.
Clicking the link takes you directly to the
Company Profile
 details screen.
Abbreviation
The abbreviation of the supplier/partner.
Sent Date
The day the questionnaire was sent to the supplier/partner in the format YYYY-MM-DD.
Last Reminder
The day the last reminder was sent to the supplier/partner in the format YYYY-MM-DD.
Status
  • Not Started
    :
    This status will be reflected when the Corrective Action is initially sent – whether that occurs via the
    Auto-Send
     feature or via the
    Corrective Action Report
     screen.
  • In Progress
    :
    This status will be reflected when a partner/supplier takes any action on the Corrective Action and clicks the
    Save
     button (e.g., adding a response, uploading an attachment, entering a Responsible Party).
  • Completed
    :
    This status can only be initiated by you and will occur when you set the Corrective Action
    Approval
     status to either
    Approved
     or
    Failed
    . The partner/supplier does not have the ability to set a Corrective Action status to
    Complete
    .
In Progress
This status will be reflected when a partner/supplier takes any action on the Corrective Action and clicks the Save button (e.g., adding a response, uploading an attachment, entering a Responsible Party).
Completed
This status can only be initiated by you and will occur when you set the Corrective Action Approval status to either Approved or Failed. The partner/supplier does not have the ability to set a Corrective Action status to Complete.
Description
Complementary information about the status provided in greater detail (e.g., 5 of 50 questions have been answered).
Rating
The final rating set on the questionnaire after review (Approve, Fail or Pending).
Group
Reflects the
Group
 that the specific questionnaire has been categorized in for review purposes (e.g., a group could be a specific year).
Reminder Interval
The frequency, in number of days, in which automated reminders will be sent
Due Date
The latest date by which the questionnaire must be completed.
Corrective Action Sent
If
Yes
 appears you can click the link to redirect you to the corrective actions sent to the specified partner.
CA Responses
The number of corrective actions in the status
Not Started, In Progress
 and
Completed
 for this Questionnaire.
H
Clicking
H
 will redirect you to the History screen of the corrective action.
The
History
 screen shows:
  • Username
  • Company Name
  • Type of change
  • The date the change was applied
  • A description of what actions were performed
To return to the
View Status
 screen, click
Back
.
The columns on the
View Status
 screen are configurable, allowing you to have the capability to select what information or columns need to appear on the screen and to sort on the most relevant information.
When there are multiple Questionnaires,
Show/Hide Filter
 can be used to narrow down the grid to only display a set of Questionnaires meeting specified criteria. The number of Questionnaires displayed on the screen can be altered on the bottom left of the screen (Page Size). The scroll bar on the far right of the grid can also be used to easily navigate the grid.
CA Responses
The
CA Responses
 column (far right) indicates the number of Corrective Actions still in progress versus those completed for this Questionnaire.
Name
The
Name
 column contains a hyperlink. Clicking a
Name
 link will redirect you to the specified Questionnaire. This is covered in more detail in the
View Questionnaire Results
 section of this User Guide.
Sent To
The
Sent To
 column contains a hyperlink. Clicking a
Sent To
 link will redirect you to the selected business partner’s company profile. This is covered in more detail in the
Company (Partner) Profile
 section of this User Guide.
Corrective Action Sent
If
Yes
 appears in the
Corrective Action Sent
 column, clicking
Yes
 will redirect you to the Corrective Actions sent to the specified partner.
Clicking
H
 on this screen will show the history of the corrective action, as shown below:
The
History
 screen shows the user name, company name, type of change, the date the change was applied, and a description of what actions were performed. To return to the
View Corrective Actions
 screen, click
Back
.

Archiving a Questionnaire

To archive a Questionnaire.
  1. Check one or more boxes to the left of a Questionnaire.
  2. Click
    Archive Checked
    .
To return an archived Questionnaire to active.
  1. Select
    Archived
     from the
    Status
     drop-down.
  2. All archived Questionnaires will appear. Select the box next to a Questionnaire.
  3. Click
    Activate Checked
    .

Sending a Questionnaire Reminder

To send a reminder to a company that has not completed a Questionnaire.
  1. Click the box to the left of a Questionnaire.
  2. Click
    Send Reminder
    .

Sending a Follow-up E-mail

To send a follow-up up e-mail for a Questionnaire.
  1. Click the box to the left of a Questionnaire.
  2. Click
    Send Followup
     open a pop-up.
  3. Write the contents of the follow-up e-mail or choose a template from the
    Select Email Template
     drop-down.
  4. Once the e-mail is ready to go, click
    Send
    .

Deleting a Questionnaire

To delete a Questionnaire.
  1. Choose a Questionnaire from the grid and check the box to the left of the Questionnaire.
  2. Click
    Delete Checked
    .

Export Questionnaire Status Data

To export Questionnaire Status data.
  1. Click
    Export
     to open the data in Microsoft Excel format.
  2. Save the spreadsheet to another location to use outside of the ONESOURCE Supply Chain Compliance system.

Grouping Questionnaires

To
group
 Questionnaires.
  1. Choose one or more Questionnaires from the grid to include in the group.
  2. Once these Questionnaires are identified, check their boxes on the far left.
  3. Click on the Group drop-down at the top of the screen and select a value. Value options can be determined and added to the drop-down during implementation, or by Support after go-live.
  4. Once a value is selected, click
    Update Group
    .
The chosen Questionnaires will have their group updated.

Update Reminder Interval

Update Reminder Interval
 can be used to make changes to an existing reminder interval designated for a specific Questionnaire/partner combination (originally set at time of sending the Questionnaire).
To update an interval.
  1. Choose one or more Questionnaires from the grid below.
  2. Once the Questionnaires are identified, check their corresponding boxes on the far left.
  3. Enter the new interval (in days) in the
    Update Reminder Interval
     box.
  4. Click
    Update Reminder Interval
    .
The Reminder Interval next to the selected Questionnaire(s) will reflect the new interval going forward. Updating a reminder interval to “0” discontinues reminders.

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