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      Create a Supplier Document Review Form

      A guide to create a form to be used to review supplier documents (such as SWMS & SDS)

      To review supplier documents (such as SWMS, SDS, Insurances etc) you may want to have a checklist to appear when approving uploaded documents. This can help the approver ensure that the document is meeting company and compliance standards.

      Table of Contents

      Requirements

      Permissions: Company/Site Hosts permissions. If you do not have these permissions, please reach out to your 1Breadcrumb administrator.

      Note: Make sure that you already added your questions or information in the Questions Repository before creating the Form. See how here

      To add a PDF, Video or document, you must have added it as an announcement first. See how here.

       

      Web Portal Instructions 💻

      Step 1:

      • Click on Editor in the left hand side menu
      • Click on Forms in the drop down 
      • Click the blue New Form button on the right hand side to bring up a pop-up

      Step 2:

      • Set the Type as Supplier Document Review.
      • Then, use the add question button to add questions, or add documents or add announcements.
      • Name the Form
      • If Multiple documents are collected select which ones you want this form applied to under Supplier Document Kind(s)
      • Once all information has been added in, click the blue add button.

      Mobile App Instructions📱

      This function is not accessible on the mobile app. Please log in to your 1Breadcrumb web portal to view the form report.