Creating a Supplier Tracking Template

To create a Supplier Tracking 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 Mange Program Templates button.
A Program Templates pane opens on the right side of the page.
From the Program Templates pane, select the Create button.
Enter a name for your new program.
Optional. Enter a percentage between 0 and 100 to define a goal for the program.
Optional. Enter a description. This description is shown to Subcontractors participating on the project.
Add program values. Either:
- Select an existing value.
  1. From the drop-down list, select one of the application's 17 standard classification values.
  2. Optional. In the Goal field, enter a numeric value between 0 and 100. The total percentage of all classification statuses tracked in the program cannot exceed 100%.
  3. Select to include the value in your program.
- Create a new value.
  1. Enter a code for the new diversity status.
    Notes:
    - Your code can contain letters, numbers, spaces, and - (en dash). Other special characters are not allowed.
    - Consider formatting the code in the same way as one of the existing standard diversity statuses. For example, AABE for African American Business Enterprise or VBE for Veteran Business Enterprise.
  2. Enter a name for the diversity status.
  3. In the Goal field, enter a numeric value between 0 and 100. The total percentage of all classification statuses tracked in the program cannot exceed 100%.
  4. Optional. If your new status does not require documentation, select the Do not require a certificate option.
  5. Select to include the value in your program.
Select the Create button.
- The Program Template pane closes.
- A Success message displays, confirming you added the template.

Next: Editing a Supplier Tracking Template