Module 5: Relationship

Overview

• Overview of the Relationship module
• How to navigate to the Relationship module

Actions

• How to create an action
• Understanding key action data/fields
• Create recurring actions
• Action reminders
• Upload files to an action
• How to notify users about actions via email

See all 12 articles

Meetings

• How to create a meeting in SupplierBase
• How to search and export meetings

Projects

• Overview of Projects feature
• How to add a project
• How to edit a project
• How to view a project
• How to add an action to a project
• How to view all projects of a supplier

See all 8 articles

Governance

• How to create supplier governance

Relationship surveys

• Understanding 360 surveys
• How to edit or update information on 360 feedback page
• How to compare 360 survey results
• How to display the survey results of a 360 survey in the 360 feedback page