Viewing and Editing Sub-Tier Supplier Tracking Values
You can view and edit the values submitted by your Sub-Tiers from the Supplier Tracking page.
- Navigate to the Supplier Tracking Page for Subcontractors
From the Compliance menu at the top of any project page, select Supplier Tracking.
- Use the All or Pending Submission tabs to either view all Sub-Tier submissions or view a filtered list of Sub-Tier organizations that haven't submitted their values.
- Select Edit button from the Actions column.
The Supplier Tracking pane is displayed. From the Supplier Tracking pane, you can view the previously submitted and rejected values.
- To enter a new value, select all applicable diversity statuses for your organization.
- Select Continue.
- When prompted, add certification documentation for each diversity value.
- From the section for a diversity status in need of a certification document, select the Attach Documentation button.
- Either drag and drop a document into the Drag and Drop section or select the section to use File Explorer to find your document.
- In the Document Name field, enter a name to define the document. This name will display in TPM when you view your documents associated with the diversity status.
- Enter the Start Date and Expiration Date for the document. When the certification document expires, you will need to upload a new one.
- Enter the certifying agency and certificate number in the available fields.
- Select Submit.
Tips:
- Select the Add or remove values link on the Supplier Tracking pane to add or remove DEI values.
- Select the Download button to view the attached certificate.
- Select the icon next to an approved value to update the certification document.
Last Published Wednesday, September 4, 2024