Creating a New Supplier Tracking Program from a Template

If you saved a previous program as a template, you can use that template to quickly and easily create additional programs on the Supplier Tracking page. You can later edit the program if you need to make additional changes.

To create a new supplier tracking program from an existing template:

Navigate to the Supplier Tracking Page
- To navigate to the Project tab:
  From the Compliance menu at the top of any project page, select Supplier Tracking.
- To Navigate to the Supplier Qualifications tab:
  - From the Compliance section of the Project Home page, select the Review supplier tracking program values pending approval link to go to the Supplier Qualifications tab of the Supplier Tracking page.
    Note: This link is only available if a Subcontractor's classification status is pending review.
  - From the Compliance menu at the top of any project page, select Supplier Tracking. Once on the Supplier Tracking page, select the Supplier Qualifications tab.
From the Supplier Tracking page, select the Create Program button.
A Program Type? dialog box displays.
From the Program Type? dialog box, choose the Select a program template option.
From the drop-down list, select a template.
Select the Continue button.
- A Classification Status Summary for the new program displays on the page.
- A Success message confirms you added the program.

Next: Updating Priority Values