Online Help
New layout.
Compliance Center tab (renamed from Home)
Includes Document Exceptions screen.
My Company
Setup/Manage
My Contacts for Notifications (Was Manage My Notification Contacts)
Billing
My ReposiTrak Invoices (new)
Pay ReposiTrak Invoices/Change Payment Info (new)
My Partners
Setup / Manage
View / Email
Manage Documents
Setup/Manage
Documents Required by My Partners (was Store and Manage Required Documents)
Documents I Require (was Manage My Document Requirements)
My Document Library (was Store and Manage my Private Documents)
Search
Supplier / Customer Compliance
Partner Documents for a Word, Phrase or Value (was Partner Document Content Search)
My Documents for a Word, Phrase or Value (was Owner Document Content Search)
Also:
Look at turn sheet
Sample Referential Document Reports
Email notification to campaign hub after prospect implemented
Set up Partner profiles, ID and ie risk (hub)
Quick Steps - Upload and Download
Remove Video Training
New attribute management features.
My Referential Documents
Partner Referential Documents
Added "ESign" tool for Hub requests for Vendor signature.
Store and Manage Required Documents
Added "OCR" content scanning and results acceptance.
Store and Manage Required Documents
For Attribute Options, change "uncheck box" to check "Won't Provide".
Store and Manage Required Documents
Moved Review Status to Action menu.
Store and Manage Required Documents
Moved Partner Email link and Review Status to Action menu.
Move Compliance Status column next to the Referential Document column to allow quick review.
Sample Referential Document Notification Reports
Added ability for Suppliers to download document templates.
Store and Manage Required Documents
QR - Maintaining Document Compliance
Add ability to delete a requirement from Partner Document setup (9923 released Nov 12)
Manage My Document Requirements
Action menus for becoming compliant.
Add Document (Submit File to File Registry)
Compliance Scorecard
My Referential Documents
Store and Manage Required Documents
Store and Manage My Private Documents
Partner Referential Documents
Manage My Document Requirements
Customer/Supplier Document Compliance
Note: Email Option Removed "To e-mail a customer's primary contact about a non-compliant document, click the document's Status field. "
Also
QR - Working with Partner Referential Documents
QR - Maintaining Document Compliance
Video - Uploading Documents
Update RT Support number from 1.888.842.5465 option 1 to 1.888.327.6187.
User interface and reporting changes.
Compliance and Notification Reports now in .xlsx format
Sample Referential Document Notification Reports
Add compliance statuses: Access not granted, Not in effect
Home tab
Store and Manage Required Documents
Supplier / Customer Document Compliance
Adjusted Partner Ref Documents screen columns to match My Ref Documents
Supplier / Customer Document Compliance
All Changes
QR - Maintaining Document Compliance
QR - Working with Partner Referential Documents
Updated application for usability changes.
Replace Parsed Value with Scanned Value
Replace On File with Compliant
Replace Review Failed with Specs not met
Replace Deauthorized with Access not granted
Replace Permission column heading with Grant/Revoke Access
Replace Become Compliant column heading with To Become Compliant
When logged on person is 100% compliant - give congrats message instead of showing empty compliance task list section
Update report values.
Home tab
Store and Manage Required Documents
Supplier / Customer Document Compliance
New landing page
Home tab
Simplified document filter (search) and column names/functions.
Document Exceptions (Was Missing and Expired Required Documents)
Replace all XREFs
Store and Manage Required Documents
Store and Manage My Private Documents
Supplier / Customer Document Compliance
Partner Document Content Search
Reports and Misc
Sample Referential Document Notification Reports
QR - Maintaining Document Compliance
QR - Working with Partner Referential Documents
Video - How to Upload a Document (removed)
Video - Working with Referential Documents (removed)
Manage My Document Notification Contacts (how to add... contact must be a user)
Manage Facilities - Changed labels from Location to Facility
Set All radio button to display for Specific Partner and other selections (9102)
Store and Manage Required Documents
Missing and Expired Required Documents
Maintaining Document Compliance
Document management updates (8611)
Supplier \ Customer Document Compliance
Added All and Specific Document Type criteria.
Document form parsing (8606)
Supplier \ Customer Document Compliance
Added Owner, Review Status, Reviewer columns. For Attribute icon, added Entered Value, Parsed Value, Reviewers Value.
Store and Manage Required Documents
Added All, Specific Document Type criteria. Updated Owner column. Added Review Status, Reviewer. For Attribute icon, Added Entered Value, Parsed Value, Reviewers Value.
Store and Manage My Private Documents
Added All and Specific Document Type criteria.
Partner Document Content Search
Added All, Specific Document Type criteria. Updated Owner column.
Added All, Specific Document Type criteria. Updated Owner column.
Missing and Expired Required Documents
Added All, Specific Document Type criteria. Updated Owner column. Added Review Status, Reviewer. For Attribute icon, Added Entered Value, Parsed Value, Reviewers Value.
Manage My Document Requirements
Added Required Review Type.
Per Support, simplified version and attribute entry.
Store and Manage Required Documents
Store and Manage my Private Documents
Missing and Expired Required Documents
Per Support, add note about PDF vs. scanned image.
Store and Manage Required Documents
Store and Manage my Private Documents
Missing and Expired Required Documents
Added training, cosmetic change to footer and analytics script.
Allow document provider to enter Notes for document requester. (8518)
Store and Manage Required Documents
Missing and Expired Required Documents
Customer Document Compliance (read only)
QR ReposiTrak - Maintaining Document Compliance v5
QR ReposiTrak - Working with Partner Referential Docs v5
Sample Referential Document Notification Reports
Changed Facility column headings to Document Owner. (8620)
Sample Referential Document Notification Reports
Remove default document effective date to encourage users to enter actual date on which the document was effective. (8551)
Store and Manage Required Documents
Store and Manage My Private Documents
Missing and Expired Required Documents
QR - Maintaining Document Compliance
For changes to the login page:
QR - Maintaining Document Compliance
QR - Working with Partner Referential Documents
Clarify assigning Audit Attributes to Document Requirements. (na)
Manage My Document Requirements
Allow users to view and e-mail partner document contacts. (7983)
QR Maintaining Document Compliance
Changed all instances of "Other than Primary" to "Non Primary" contact.
Manage My Document Notification Contacts
QR Maintaining Document Compliance
Changed email to e-mail
Allow text search within owner's documents. (8292)
Removed the filename "space" restriction for document uploads. (7637)
Store and Manage Required Documents
Store and Manage My Private Documents
QR - Maintaining Document Compliance
Add Attributes to document requirements. (7827)
Manage My Document Requirements
Sample Document Notification Reports
QR - Maintaining Document Compliance
QR - Working with Partner Referential Documents
Renamed What other producers received the ingredient? to What other products used the ingredient? (7822)
Added ReposiTrak FAQs for Suppliers - 20130116 to the home page.
Added Document Notifications for Missing, Expired, and about to Expire documents. (7597)
Manage My Document Requirements (updated)
Manage My Document Notification Contacts (new)
Sample Document Notification Reports (new)
Added QR - ReposiTrak Maintaining Document Compliance.
ReposiTrak online Help released.