Onboarding Templates (tcclb0130m000)

Use this session to view the onboarding templates.

You can also create default templates by using the Create Default Templates 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.
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.