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The Responsibility tab

Last modified 08:03, 24 Apr 2017
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The Responsibility tab on the Supplier page is where you create and maintain Partner Responsibility and Structure Responsibility within your organisation in relation to a particular supplier. These responsibilities are attached to suppliers for reporting purposes. This is also where you record and maintain the Team of employees who will perform various functions related to the supplier.

NOTE

The master list of team member responsibilities is set up by the system administrator in the back office via: Maintenance>Team Responsibility Types.... Only one of each team responsibility type can be used per supplier unless your system administrator has designated a role as being available for multiple use.

To add a new team member or partner, click in the relevant entry field at the top of one of the lists, then click the Find button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/Ellipsis_button.gif. Select the employee you require from the Find window that opens. You can then allocate to them a particular responsibility or role for the supplier.

The practice structure is divided into:

Each of these fields has a drop-down list or Find window attached that is displayed when you click in the field.

Field or Button

Description

Partner Responsibility

Start Date

Enter the date in DD/MM/YYYY format when the partner was assigned responsibility for the supplier. Click the expand button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/expand_arrow.gif to select a date from the calendar.

End Date

Enter the date in DD/MM/YYYY format when the partner stopped being responsible for the supplier. Click the expand button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/expand_arrow.gif to select a date from the calendar.

NOTE

It is important to enter an End Date when a supplier's partner changes, otherwise the supplier will appear inaccurately in reports under the responsibility of multiple partners.

Partner

Select the partner allocated to this supplier. Click the Browse button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/Ellipsis_button.gif to open the Find Partners window from where you can select a partner. This field will default to -UNSPEC- if no partner is selected. The field is not mandatory, but is good practice to complete it.

Team

Employee

Displays the name of the employee responsible for the attached role. Click in the field to display the Browse button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/Ellipsis_button.gif that you can use to open the Find Employees window from where you can select an employees or change the selected employee.

Responsibility

Displays the role assigned to the attached employee. Click in the field to display the expand button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/expand_arrow.gif. Click this button to expand the pick list that you can use to change the selected responsibility.

Add button

Click to add a new line to the Partner or Team area from where you can select an employee.

Delete button

Click to delete the selected row in the Partner or Team area.

Structure Responsibility

Dept

Select the department of the partner from the Find Departments window which opens when you click in the Browse button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/Ellipsis_button.gif next to the field.  If the Browse button is not displayed, click in the field to display it.

The field defaults to -UNSPECIFIED- if no department is selected. This field is not mandatory.

Office

Select the office that the partner is located from the Find Offices window which opens when you click the Browse button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/Ellipsis_button.gif next to the field. If the Browse button is not displayed, click in the field to display it.

The field will default to -UNSPECIFIED- if no office is selected. This field is not mandatory.

Company

Select the company associated with this supplier from the Find Companies window which opens when you click the Browse button File:dirname/pm/030_Suppliers/110_The+Responsibility+tab/Ellipsis_button.gif next to the field. If the Browse button is not displayed, click in the field to display it.

It will default to -UNSPECIFIED- if no company is selected. This field is not mandatory.

Notes

Notes text box

Enter additional information in this text box. You can enter up to 255 alphanumeric characters.  For more on notes, see the Related Topics listed below.

 

You can also add supplier specific notes in relation to responsibilities and apply formatting to them in this tab in the same way as you can in the other Notes areas in CCH Practice Management. For more on notes, see the Related Topics listed below.

Related Topics

About Suppliers

How to search for and open a supplier record

How to view supplier details

How to add partner responsibility

How to edit partner responsibility

How to add and maintain team responsibility

How to add and maintain structure responsibility

How to add a note to a supplier record

How to preview and print a note in a supplier record

How to edit a note in a supplier record

How to delete a note from a supplier record


© Wolters Kluwer (UK) Limited (trading as CCH Software). All rights reserved.

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