INVITE SUPPLIERS TO ORIXE AUDIT & SUSTAINABILITY
Inviting suppliers to Sustainability assessment
Click on the Sustainability Module.
The “Invite suppliers to fill out the sustainability form” button will appear on the top of the site. Click on the button.
It is required to have submitted the assessment in order to invite new suppliers.
Two alternatives will show. Either “Choose existing suppliers” or “Create new invitation”.
Choosing one or more existing supplier
Click on the “Choose existing suppliers” button
Choose the suppliers that you want to send out the Audit to in the drop-down menu and click “Continue”.
Add new supplier
Click on the “Create new invitation” button and “Add new supplier”.
The “Invite a Supplier” form will appear. Fill out the fields.
Enter the name for the invitation code.
The “Expiry date” function determines how long the link will be valid for.
Click “Allow the Code to be Redeemed Multiple Times” in order to make the link usable multiple times. This function is especially beneficial if the invite will be sent to multiple suppliers.
Click “Create”.
You will be redirected to the invitation page. Click “Copy Snippet to Clipboard” and click “Continue”.
Paste the snippet into a new e-mail and send it to the suppliers.
The “Copy Code to Clipboard” function copies the invite code. The code can be used in order to connect accounts under the “Connections” function.
Inviting suppliers to Audit
Click on the Audit Module
The top menu of the Audit module shows the following functions: Auditor View, Submitter View, and Templates.
Click on the “Auditor View” button
The auditor viewer site will appear. Click the “New Audit Request” function.
Choose a template and click “Continue”. If there are no template alternatives, follow the instructions from the Audit Tutorial.
Either “Choose existing supplier” or “Add new supplier”.
Choosing an existing supplier
Click on the drop-down menu and select the supplier(s)
It is required for the accounts to be connected in order to choose existing suppliers.
