Adding or modifying a site type

Use this page to add a new site type. You can also add certificates, agreements, and surveys to a site.

Note: You can use these options on the Certificates, Agreements, and Surveys tabs:
  • Edit : Enables you to modify an existing certificate and agreement.
  • Delete : Enables you to delete an existing certificate, agreement, and survey
  1. Select Supplier Onboarding > Code List > Site Types. The Site Types page is displayed.
  2. Click Add. The Site Type details page is displayed.
    Note: You can modify the details of an existing site, using the View option displayed on the Site Types list page.
  3. Specify or review this information:
    Site type
    The type of the site such as purchase office, warehouse.
    Description
    The description of the site.
    Approval Required
    Select this check box to indicate that the site approval is mandatory.
    Note: This field is enabled only if the Group Based Approval check box is selected on the Onboarding Setup page.
    Approval Group
    The group that approves the site.
    Note: This field is enabled only when the Approval Required check box is selected.
  4. Click Save. The Add option is enabled for the Certificates, Agreements and Surveys tabs.
  5. Click Add to add the certificate on the Certificate tab.
  6. Select the Certificate that must be linked to the site.
  7. Specify or review the certificate details:
    Certificate Name
    The alphanumeric code of the certificate.
    Description
    The description of the certificate.
    Mandatory
    Select this check box to indicate that the certificate must be uploaded.
  8. Click Submit.
  9. Click Add to add the agreement on the Agreement tab.
  10. Select the agreement that must be linked to the site.
  11. Specify or review the agreement details:
    Agreement Name
    The alphanumeric code of the agreement.
    Description
    The description of the agreement.
    Mandatory
    Select this check box to indicate that the agreement must be signed before uploading.
  12. Click Submit.
  13. Click Add to add a survey on the Surveys tab..
  14. Select the surveys that must be linked to the site.
  15. Click Submit.