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Documents

Instruction > Document Center > Documents

Edition: Supply Chain Platform – Lite ; Supply Chain Platform – Basic

Function

Collect all types of documents here for reference when filling out the form.

畫面:待辦/公告

Main Page - Searching Columns

Searching Condition

You can set multiple different search criteria to query specific ranges within the document library records. Here are the relevant setup instructions:

ColumnDescriptionRemark
Classification"Users can categorize documents on their own. The system defaults to categorizations such as REACH and CA65.可以篩選
Upload FileThe documents uploaded to the system.
RemarksSupplementary description of the document.
Original Source of DataThe data is sourced from the cloud or the respective buyer.系統資料
Last Modified byThe personnel who recently updated the document.
Update TimeThe most recent modification timestamp of the document.可排序

The various search criteria above can be left unset (to query all data) or multiple conditions can be set. The system will identify specific data that matches all set conditions. Once configured, click 查詢 to execute the search. To clear all configured search conditions, click 重設 to reset.

Searching Results

Search results from the document library will appear in the table at the bottom right. You can manage individual records as needed, or follow the methods below:

  • Click on the title of the selected field to sort by particular order.
  • If you want to filter data based on specific conditions, you can click the filter button Filter on the right side of the title field to set individual conditions as query results for further filtering.
  • Click to export the searching results in excel.

Tips If you want to know the detailed query function operation, please refer to General User's Interface.

Add custom document

Custom documents are among the components used to respond to custom form surveys. You can directly create them within the document repository for easy referencing across various custom form surveys. The steps to add a custom document are as follows:

Add Custom Document

  1. After logging into the ezGPM.NET platform, click on the left-hand menu "Edit and Reply > Document Center > Document".
  2. In the main operating interface on the right-hand side of the system screen, click on the 新增 icon to open the window for creating a new custom document repository."

Complete Custom Document - Basic Information

  1. In the data window of the custom document, here are explanations for filling in or selecting data in each field:
ColumnDescriptionRemark
Buyer RecipientThe target recipients of this document.Cannot be blank
ClassificationThe system allows users to categorize documents according to their preferences. The default categories provided by the system are: REACH and CA Prop65.
RemarksDocument Supplementary Explanation.

自訂文件庫

  1. In the Upload Files field, click on Select filesto choose the files you intend to upload into the system.
  2. After filling in the data and selecting files, click on the 儲存 button at the bottom left of the window to complete the process of adding a new file to the custom document.
  3. After completion, you'll see 儲存成功 message at the bottom left of the window. At this point, you can click 關閉 to exit this operation and return to the main screen, or click 新增下一筆 to continue adding new files to the custom document.

注意!The problem with saving failure When saving, if some fields are mandatory and left incomplete, at the bottom of the window, you'll see 儲存失敗 message. Under the fields that require completion, you'll notice 不可空白 prompts. Simply follow these prompts to fill in the necessary information, then click 儲存again to submit the data.

Info If two suppliers are categorized by the buyer as the same operational entity, both suppliers can simultaneously add their data to this document. Additionally, when filling out forms, they can reference each other's information.

Info After the approval of files uploaded for the [REACH survey / CA65 survey, as well as the batch replies for REACH uploaded on the computer, they will be simultaneously stored in the Document Center - Document upon approval, and categorized under the respective [classification].

More Information

Tutorial > Creating documents

Basic > Custom Form

Reference

← Composition DatasheetCompany →
  • Function
  • Main Page - Searching Columns
    • Searching Condition
    • Searching Results
  • Add custom document
  • More Information
  • Reference