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Configure Account Designations

  • Updated

Table of Contents

 

Account Designations

Account designations are custom classifications that indicate the status of a factory regarding the brand/purchaser compliance process.

  • Classifications and terminology typically exist in a brand’s quality system and can be incorporated into the platform.
  • If need be, the brand can customize the classification and terminology to suit their needs. 

 

Create an Account Designation

  1. Begin by navigating to Administration followed by selecting Master Data.
  2. Expand Other Master Modules and select the Designation folder.

The Designation window has two sections:

  1. Designation
  2. Existing Designations
  3.  

Designation 

Enter information for the designation here. There are three tabs on this section:

  1. General
  2. Expiry
  3. Default

The Designation window is where you will enter all the information related to the designation.

In the Designation window there are three tabs:

  1. General
    • Designation (required): Enter the name of the designation
    • Designation Comment: Enter description of the designation
  2. Expiry
    • Enter the number of days the designation lasts
    • Enter the designation that follows the number of days
  3. Default
    • Default new account designation: If the brand wants to have a default designation assigned to new factories, choose one from the dropdown menu.
  4. Select Save after completing the General, Expiry, and Default tabs. This records the designation.

 

Existing Designations

The Existing Designations window is a list of all the active and inactive designations the member has created.

  1. Toggle the designation to Active or Inactive.
    • Thumbs up is Active
    • Thumbs down is Inactive
  2. Select the pencil icon to edit the designation information. This reopens the designation in the general tab.

 

How to update a facility designation

Select the pencil icon to update designation, effective dates, and expiry dates.

The Designation section has the following fields.

Fields marked with an asterisk are required:

  1. Designation*
  2. Expiry toggle: Select the toggle to add and remove the second date box. 
  3. Effective On*
  4. Designation*
  5. Comments: Add any designation comments here.
  6. De Minimus

 

How to view designation history

View designation history here. 

If a designation was previously set to be automatic, the column will show that it’s been updated by a generic email address.

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