How do I use the message feature available on the platform?

Suppliers and customers can message each other, directly via the platform, in relation to a specific questionnaire or assessment.

Background

The SUPPLIERASSURANCE platform supports direct messaging between suppliers and customers to help resolve direct questions or actions against questionnaires or data requests.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the relevant questionnaire that you want to message your supplier or customer about using the search and filter options on your Dashboard.
3. Click on the 'Message' icon on the right of the questionnaire tile.
4. If this is the first message in a conversation, choose a name for the message topic and select 'Save'.
5. Type your message in the message box provided.
6. You can use the platform 'Translate' option if you need to translate all messages in a conversation so that the recipient can view your message in their platform language.
7. Select the paper plane icon at the bottom right of the message box.

How can I manage alerts and notifications?

The platform uses alerts to notify you about the status of your SAQ.

Background

Alerts keep users informed about important updates and activities on the platform such as requests from customers, changes to the status of a questionnaire and activity associated with other users on the same account. These alerts help users to manage their time and interact with the platform as and when it is needed.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Select the bell icon in the top right corner of the screen.
3. You will see the 3 most recent alerts.
4. Click on an alert to see more detail.
5. Select 'View all alerts' to see all of your alerts.
6. If you select an individual alert about a questionnaire, you will be directed to the questionnaire.

Can I contact my customer via the platform?

You can send a message to your customer, directly via the platform, in relation to a specific questionnaire or assessment that they have asked you to complete.

Background

The SUPPLIERASSURANCE platform supports direct messaging between suppliers and customers to help resolve direct questions or actions against questionnaires or data requests.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Find the relevant questionnaire on your dashboard that you want to message your customer about (use filters and search if needed).
3. Click on the 'Message' icon on the right of the questionnaire tile.
4. If the questionnaire is shared with more than one buyer, choose the buyer contact that you want to message and select 'Confirm'.
5. Where this is the first message between you and the customer, choose a name for the message topic and select 'Save'.
6. Type your message to the customer in the message box provided.
7. You can use the platform 'Translate' option if you need to translate all messages in a conversation so that the recipient can view your message in their platform language.
8. Select the paper plane icon at the bottom right of the message box.

How can I see my messages?

You can view all messages that you have received via the Messages option (the message icon) on the top right side of your Dashboard.

Background

The SUPPLIERASSURANCE platform supports direct messaging between suppliers and customers to help resolve direct questions or actions against questionnaires or data requests.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Click on the messages icon in the top right hand side of any page to access your messages.
3. You can select a recent conversation and open all associated messages in a conversation or you can select the 'View all messages' link at the bottom of the messages box.
4. From the 'Messages' page, click on the name of a conversation to open it and view the full conversation history.
5. Messages shown in bold indicate that there is a new message within a conversation.

How do I customise the alerts I receive?

You can configure your alerts to ensure you only receive relevant information.

Background

Alerts keep users informed about important updates and activities on the platform such as requests from customers, changes to the status of a questionnaire and activity associated with other users on the same account. These alerts help users to manage their time and interact with the platform as and when it is needed.

Steps

1. Sign in to your SUPPLIERASSURANCE account.
2. Select your initials in the top right corner of the screen.
3. Select 'Account Settings'.
4. On the 'Alerts' tab, select 'Edit' at the bottom.
5. Select the questionnaire that you wanted to edit alerts for and then select the questionnaire status using the drop down arrows.
6. You can also select to be alerted based on the rating of a Completed questionnaire.
7. Once you have configured your alerts, select 'Save'.