Onboarding Templates (tcclb0130m000)
Use this session to view the onboarding templates.
You can also create default templates by using the
option. A set of default templates are displayed.Field Information
- Template
- The code of the onboarding template.
- Template Name
- The name of the onboarding template.
- Nature of Supply Type
-
The nature of supply type for which the onboarding template is created.
Allowed values
- Material Supply
- Engineering Services
- Equipment Supply
- Other
- Not Applicable
- Subcontracting
- Industry Consultancy
- Agency Labor
- Utilities Supply
- Pre-Fabrication/Manufacturing
- Installation
- Commissioning
- Services Trade
- The code of the service trade. Service trades
appear based on the Nature of Supply Type
specified.Note: This field is enabled only if the Nature of Supply Type field is set to a value other than Material Supply and Pre-facbrication/Manufacturing.
- Country Set
- The code of the country set. This allows multiple countries to be grouped in a template (for example, the European Union).
- Country
- The code of the country.
- State/Province
- The code of the state or province.
- Status
-
The status of the onboarding application.
Allowed values
- Free
-
The template header is created.
- Approved
-
The template is no longer used on the portal.
- Expired
-
The template and all sections are approved.