VendorLink can automatically create Audits based on checklist items of which the end date is about to expire. Read how to set this up in this article and use.
Settings in Admin
In Admin - Vendor Rating - Audit Default Settings are a number of settings that affect have on the automatic creation of an audit.
Create audit automatically
When this option is checked, VendorLink will look every day from which checklist items the end date expires (based on a safety period (see below)) and if this is the case create an audit, provided there is not already an audit created for the supplier.
When multiple checklist items from a supplier expire, 1 audit created for the relevant supplier containing all expired checklist items.
Send audit automatically
When an audit is automatically created, the audit basically gets the status To be sent. A user, with the Audit Moderator role, must then still check and send the audit. This process can also be completely automatically by checking the option Send audit automatically. Then the created audit automatically sent to the supplier.
Tip: If you start with the automatic creation, it is recommended not to activate this check mark yet. This way you can see what happened and whether everything is set up correctly.
Use default settings
The trigger for the automatic creation of the audit is an expired checklist item and in principle VendorLink makes an audit with only the question to the supplier to refresh the checklist item.
If you now also want to ask other things, you can check this option. VendorLink will then make an audit with the data recorded at the Audit Institutions.
Here you can select a signal user that will be used for the automatic creating the Audit. This user also gets the email from VendorLink that Audits have been created.
You can choose from users with the role Audit Moderator
Period number - Checklist item due date check,Period - Checklist item due date check
Enter here the period that VendorLink must build in as a security period to to request the documentation.
Example : when the end date of a checklist is December 31, 2019 and here for example, if 2 Months is entered, VendorLink will be on October 31, 2019 create the audit.
If nothing is entered here, VendorLink will default to 1 month as a safety period.
Automatically Create Button in Vendor Rating Audits
The Automatic Creation button in Vendor Rating - Audits creates audits based on the above settings, except that never the Audits here automatically are sent but only created.