Use a specification to check compliance

Specifications can be used to check against supplier certs and part specs and can be customized to assist with auto-populating your certifications.  

How to select a specification when creating a SmartCert.  

1. Click create SmartCert

2. Click Add a specification, and select your specification from the list. You can add multiple specifications to refer to part and customer data and add or review applicable fields  

3. Once you select your specifications, click "Check compliance." This will either input data into the corresponding fields or flag fields for compliance (Green means confirming, Red notes non-conforming data). Review data for accuracy and make adjustments as needed.

How to check against supplier certs using Specifications.

1. From your received dashboard, click on a SmartCert to open and review.

2. To check against industry standards or your own supplier requirements, click on Specifications on the right hand side, under merging.

3. This opens up another window where you can click Add a specification to check compliance.

4. Clicking the blue Check compliance button will flag each data field as complying (Green) or out of compliance (Red).

5. If changes are needed, click Changes required and use the chat feature to specify what updates are needed to the cert package. Versioning history will show updates as they are made, and provide a reference to previous versions of the cert package.

*Please note, if you are using a monitored email address to centralize supplier certs, the approval/rejection and chat features will not alert your supplier, and communication will have to be done outside of SmartCert.