Customer management - Bulk import plans en masse with customer site management

Customer management - Bulk import plans en masse with customer site management

If youUse the software with Customer Management,Know that the file dâ€TMimport inMass will no longer be the same.

Indeed, you can identify customers.for which your action plans are affiliated in column "C Â" of theFile of dâ€TMimport.

Indicate the same name of the customer thatInform in the sheet based on data.

Then import your data into theIt is done without management by customer site.

Here is an illustration of the importation of the plans:




    • Related Articles

    • Record an audit

      Click on the tab"audit program". The Audit Program registry appears, then click the button"Add an audit" Complete the different fields: Fields marked with a * must be entered. - Ref = Automatic management of an Audit Number. - Site = Choice of site ...
    • Declare non-compliance

      Click on the tab"Register of Non-Conformities". The register of non-compliance appears, then click on the button"Save a non-compliance". A roll-out menu is displayed to select the type of non-compliance to be opened: - NC Internal - NC External ...
    • Associate an indicator and/or actions with an operational objective

      It is possible to add one or more action(s) and/or indicators to your operational objectives. To do this, return to the operational objectives register and click on the desired one. You will then access the corresponding update page on which new ...
    • Establish an investigation

      Click on the tab"Inquiry". The register of investigations appears, then click on the button"Creation of an investigation". Complete the different fields: Fields marked with a * must be entered. -No.= Automatic investigation of an investigation ...
    • Register of audits

      Click on the functionality"Audit",you will arrive by default on the audit register page allowing you to view all planned, late or completed audits. This page has 3 tabs: -Audit program= Register of audits for the planning of a new audit or the ...