Users can send self-assessment requests directly to suppliers via the home page on LeanLinking, but only one at a time. As an Admin User you can send requests for multiple templates and across multiple suppliers at once using the Request Information section of the Admin page.
To send self-assessment requests:
- Go to the Request Information page in the Admin module.
- Select one or more templates that you wish to have suppliers fill in from the drop-down menu.
- Select one or more suppliers that you wish to have filling in the templates you selected in the previous step.
- If you would like the supplier to be invited to LeanLinking, and linked with your company account, tick the checkbox Include invitation to link up for not linked External Partners.
- If the supplier should be able to fill in the specific template(s) multiple times (such as when providing multiple certificates) check the box Multiple Self-Assessments Possible.
- You can add an extra message to be included in the email notification sent to the suppliers.
- Click the Create and send email button.
The supplier(s) will now receive an e-mail from the system requesting them to fill in and upload the information requested in the template(s).
Note: The suppliers do not need a LeanLinking User to do so - They can upload the information as a Guest User. However the supplier needs to have an e-mail address entered on your company' LeanLinking account in order to receive the request.
