- DATE:
- AUTHOR:
- The SafetyChain Team
Knowledge is Power: Supplier Portal & Knowledge Base Enhancements
A tool is only as good as our ability to use it. That’s why we are introducing exciting new learning enhancements that will help customers and their suppliers access the training and documentation they need to use SafetyChain more effectively. Read on to learn more!
Introducing the Supplier Portal Welcome Guide!
Beginning on Friday, January 19, suppliers that log into the Supplier Portal will be greeted by the new Supplier Welcome Guide. This guided, step-by-step tour is designed to walk new suppliers through how to use the Supplier Portal, making it easier for you to get your new suppliers up to speed. It is also a helpful tool for existing suppliers to brush up on how to use the Portal most effectively.
Upon login, suppliers will be greeted with the option to take the guided tour (see below). Those who are already familiar with the Portal can simply close the guide by selecting the ‘X’.
The guided tour addresses some of the common issues Suppliers come across when using the Portal including:
Outlining the multiple types of tasks Suppliers may receive
How to complete a task
How to view tasks when a Supplier is responsible for multiple locations
Examples of when a Supplier will need to reach out to a customer directly for assistance
Definitions for each task type and instructions on how to complete them
This tour generally takes less than 2 minutes to complete and will be available to any Users logged into the Supplier Portal any time after 1/19/2024. No further action is needed on your part to enable, but we hope this helps provide even more guidance on tips & tricks for using the Supplier Portal.
If a Supplier closes the guide, the guide can be initiated by selecting the question mark icon next to their Username.
Check out the Updated Knowledge Base
As the SafetyChain platform evolves, it’s important to ensure the supporting materials evolve with it. That’s why we are introducing some exciting and helpful changes to the Knowledge Base that will make it even easier for you to find the critical “How To” information you’re looking for.
Your overall experience in the Knowledge Base will look very similar; however, the articles are now organized to better align with the new LINK menu that was introduced last year. You will also see that the categories and subcategories in the Knowledge Base have been updated to group topics together in a more intuitive, logical manner.
This change is now live, so be sure to log into the Knowledge Base and check it out!
The New Categories and Subcategories include:
SafetyChain Hubs
Ideas Hub
Improvements Hub
Developers Hub
Curriculum
Curriculum By Role
Curriculum By Product
General
Glossaries of Terms
User Settings
Security Settings
SafetyChain Tips
Reference Files
Dashboards, Reports & Charts
Dashboards
Report Builder
Clear Favorites
Charts
Records
Record Tools
Review Records
Additional Record Reporting
User Management
Roles
Secure Profiles
Users
Workgroups
Data Management
Browser
Document Management
Lists
Locations
Programs
Resources
Workflow Management
Inbox
Dynamic Flows
Notifications
Record Sharing
Task Scheduler
Validations Management
Verifications
DTT
Forms and Direct Observation
Form Designer basics
Form Designer Advanced
Form Management
Direct Observation
OEE
OEE Setup
OEE Monitoring
OEE Troubleshooting
Case Management
Cases Setup
Cases Usage
Integrations
API
Devices
DPT
Webhook Applications
Mobile
Getting Started
Android and iOS
Windows App
Legacy
Anything leftover in SafetyChain Web that has been moved into LINK will remain as is.