Quick Start Guide | Client – Managing Variances

Welcome to Avetta Connect!Connect enables you to quickly and easily manage your supply chain. This guide will assistyou in forcing a flag and updating the compliance status of Suppliers in your network.

What is a Flag?

When you force a flag, a variance is created to change the compliance status of a Supplier.

1. From the Network menu, search for the appropriate Supplier

2. Click to open the appropriate Supplier profile3. From the Flag Details tab, click Force Flag to

initiate the variance request for the individual requirement. This does not affect any other item status.

A. If you click ADD VARIANCE from the supplier profile this forces the entire account status to change, regardless of how many items do not meet criteria set by the client

NOTE: Avetta recommends using Line Item Forced Flag instead of Overall Forced Flags to encourage suppliers to still complete outstanding tasks

A flag is the compliance status of a Supplier. For a Client, flag status determines if a Supplier is clear to work at Client site.

What is a Variance?A Forced Flag, also referenced to as a Variance, is an override function available to clients to force a Compliance Status for a supplier's account or individual item.

NOTE: Only client users with the Force Flag Management permission have the ability to manage forced flags/variances

- Compliant

- Conditional

- Pending

- Non-Compliant

What are the Flag Types?

TIP: Remember to Filter connections before Search

How to Force a Flag

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Creating a Variance Request1. Select the appropriate New status

2. Toggle on Add reviewers to this variance to have multiple users vote and determine if the variance should be granted

3. A unanimous or majority vote can be used to determine if the variance is granted

4. Add reviewers by selecting users from the drop down arrow or by typing and searching for specific users.

5. Complete all required fields in the Request details section

6. Click SAVE

NOTE: Only client users with the Force Flag Management permission have the ability to reject/approve variance requests

- Forced Compliant

- Forced Conditional

- Forced Non-Compliant

What are the Forced Flag Types?

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You can apply a variance to the current site or several sites if applicable

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If the Add Reviewers toggle is on, the Request Documents toggle is available. This feature allows you to request documents from the Supplier.

Manage Unapproved Variances

You can modify certain features of an existing forced flag, such as modifying the reviewers or closing the request. 1. From the Network menu, select

SUPPLIER VARIANCE tab2. Click to open the appropriate Variance

Request3. With the variance request open, clicking

the vertical ellipsis allows you to either edit reviewers by selecting Modify Reviewers or delete the variance request by selecting Close Request

NOTE: Variance requests cannot be updated once submitted for review. The existing request must be deleted so a new one can be created.

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Manage Approved Variances

After a variance is approved if the flag is no longer needed you can delete an existing forced flag.

1. From the Network menu, select SUPPLIER VARIANCE

2. Click to open the appropriate Variance Request

3. Select which site you wish to remove the variance from

4. Click DELETE

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How to Approve a Variance

When a variance is created and reviewers are assigned, an email notification will be sent out requesting for a review. A link will be included in the email notification, which takes the reviewer to the appropriate variance request.

1. After reviewing all the information regarding the variance request either select REJECT or APPROVE

NOTE: Only client users with the Force Flag Management permission have the ability to approve or reject a variance

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