Definition of 1-, 2-, or 3-Step Approval - Intergraph Smart Materials - Version 2020 (10.0) - Help - Hexagon PPM

Intergraph Smart Materials Classic Help (2020)

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Smart Materials/Smart Reference Data Version
2020 (10.0)

The DBA setting COMP_REG_QLF controls whether the approval of a new company is a 1-, 2-, or 3-step process. The effects are illustrated in the work process diagrams.

Here is more detail about the 1-Step, 2-Step, and 3-Step options.

1-Step – After submitting the login request, the software sends e-mail with the logon name and password to the given e-mail address and then allows the supplier/subcontractor to log in to prepare the company profile and then the qualification, the so-called questionnaire.

On the questionnaire, the 1-Step value does not restrict the number of top-level nodes displayed in the questionnaire tree; that is, a company that has opened the P.20.03 Questionnaire screen via E-Supplier login is able to answer questions below all three top-level nodes from the very beginning of the process.

2-Step - After submitting the login request, the software sends e-mail with the logon name and password to the given e-mail address and then allows the supplier/subcontractor to log in to prepare the company profile. Approval is required before the supplier/subcontractor is permitted to complete the qualification (questionnaire).

3-Step – After submitting the login request, the contractor must accept this login request. Then the software sends e-mail with the logon name and password to the given e-mail address, and the supplier/subcontractor logs in to prepare the company profile. Approval is required before the supplier/subcontractor is permitted to complete the qualification (questionnaire).

The 2-Step and 3-Step values cause the questionnaire to only show the login details and the company profile nodes at first. After a supplier/subcontractor has submitted answers to all mandatory questions below those top-level nodes, and after the answers have been approved, a new call of P.20.03 Questionnaire by the supplier/subcontractor via E-Supplier login yields the complete questionnaire tree and allows the company to complete the questions under the Qualifications nodes as well.