Then, click Create Document. NOTE: You also have the option to save this page and return to it later. You can access it again by navigating to the Document Management page and searching for the Ad Hoc ID. Lesson 4 of this course covers searching for documents. Step 3: Complete the Ad Hoc Document. Depending on the Ad Hoc Document you selected, SWIFT may or may not have additional questions. If there are additional questions, SWIFT displays the Wizard Executive Document Creation page. – Answer any remaining questions. Click Finish. If there are not additional questions, SWIFT returns you to the Document Management page. On the Document Management page, edit the document to update the template for your purposes. Click the Edit Document button. SWIFT brings you to the Document Management page for the ad hoc document. Review the draft version. Click on the View Document button. SWIFT also updates the Status to Out “Checked By”. SWIFT also displays a Word document for your review. Click on it and update it as needed. When you have completed the editing, save it in Word. DO NOT change the file name or SWIFT will not recognize it. Check the ad hoc contract document back into SWIFT. On the Document Management page, click the Check In button. SWIFT opens up the Check In Document page. Indicate the changes made and whether they constitute a minor or major change to the existing version of the document. Follow your policies. agency’s A minor change might be something cosmetic A major change is a content change, such as a change in vendors. The distinction is at your (or the You must also provide a comment documenting the changes made. agency’s) discretion. Add a comment documenting the changes. Click OK. SWIFT displays the Check In Document message. Click Choose File.
Then, click Create Document. NOTE: You also have the option to save this page and return to it later. You can access it again by navigating to the Document Management page and searching for the Ad Hoc ID. Lesson 4 of this course covers searching for documents. Step 3: Complete the Ad Hoc Document. Depending on the Ad Hoc Document you selected, SWIFT may or may not have additional questions. If there are additional questions, SWIFT displays the Wizard Executive – Document Creation page. Answer any remaining questions. Click Finish. If there are not additional questions, SWIFT returns you to the Document Management page. On the Document Management page, edit the document to update the template for your purposes. Click the Edit Document button. SWIFT brings you to the Document Management page for the ad hoc document. Review the draft version. Click on the View Document button. SWIFT also updates the Status to “Checked Out By”. SWIFT also displays a Word document for your review. Click on it and update it as needed. When you have completed the editing, save it in Word. DO NOT change the file name or SWIFT will not recognize it. Check the ad hoc contract document back into SWIFT. On the Document Management page, click the Check In button. SWIFT opens up the Check In Document page. Indicate the changes made and whether they constitute a minor or major change to the existing version of the document. Follow your agency’s policies. A minor change might be something cosmetic A major change is a content change, such as a change in vendors. The distinction is at your (or the agency’s) discretion. You must also provide a comment documenting the changes made. Add a comment documenting the changes. Click OK. SWIFT displays the Check In Document message. Click Choose File.
swift-sc2-supplier-contract-management-user-guide.docx