The Responsibility tab

Last updated
Save as PDF

Product Help Banner.png

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 . 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:

Department
Office
Company

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 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 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 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 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 . 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 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 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 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.