Commercial Revision Details

• Revision Name: Displayed at the top left.
• Message Icon:Vendors can click this icon to add comments (messages) related to the revision.
  • Clicking the message icon opens a right-side panel displaying previous chats.
  • To add a new comment, type in the input box and click the send button. The comment will be sent to the KAM.
  • To download the chat, click the download icon. The chat will be downloaded successfully.

Steps:

1. Click the message icon.
2. Open the chat panel (box).
3. Click the download icon.

Main Tabs:

1. Descriptions :
2. Questions - 
3. Documents - 

 Description:

• Input box for entering the revision description.

Remarks:

• Another field for adding remarks.

Buttons:

• Save: Click this button to update and save the changes.

Page Components

1. Header Section: Displays the client name and includes a search bar.
2. Filters and Sorters: Provides options to filter and sort the revision data.
3. Revision List: Displays the list of revisions with details.
4. Chat Slider: Allows users to add and view remarks on revisions.
5. Send for Approval Modal: Facilitates sending revisions for approval.

Steps to Use the Vendor Revision List Page

1. Viewing Revisions

Upon landing on the VendorRevisonList page, users can view the list of all vendor revisions. The list includes details such as revision name, submitted date, due date, sent by, and type.

2. Searching Revisions

• Search Bar: Located in the header section.
• How to Use: Enter a keyword in the search bar to filter revisions based on revision name, sent by, product, or vendor revision type.
• Result: The list will update to display revisions matching the search criteria.

3. Sorting Revisions

• Start Date Sorting:
  • Dropdown Toggle: Click on the start date dropdown to open sorting options.
  • Options: Select either 'Newest' or 'Oldest' to sort revisions by the start date.
• End Date Sorting:
  • Dropdown Toggle: Click on the end date dropdown to open sorting options.
  • Options: Select either 'Newest' or 'Oldest' to sort revisions by the end date.
• Result: The list will update to display revisions in the selected order.

4. Filtering Revisions

• Product Filter:
  • Toggle Dropdown: Click on the product filter dropdown to view the list of products.
  • Select Product: Choose a product to filter the revisions based on the selected product.
• File Type Filter:
  • Toggle Dropdown: Click on the file type filter dropdown to view available file types.
  • Select File Type: Choose a file type to filter the revisions based on the selected file type.
• Result: The list will update to display revisions matching the selected product or file type.

5. Adding and Viewing Remarks

• Open Chat Slider:
  • Action: Click on the chat icon to open the chat slider.
  • Add Remark: Enter a remark in the input field and click the send button to add a remark.
  • View Remarks: View the list of remarks for the selected revision.
• Result: Remarks will be added to the revision, and the chat slider will display all remarks for the revision.

6. Sending Revisions for Approval

• Open Approval Modal:
  • Action: Click on the 'Send for Approval' button to open the approval modal.
  • Enter Comments: Add any necessary comments in the input field.
  • Submit for Approval: Click the 'Submit' button to send the revision for approval.
• Result: The revision will be sent for approval, and a success message will be displayed.

7. Navigation

• Navigate to Detailed View:
  • Action: Click on a revision to navigate to the detailed view of the revision.
  • Types: Depending on the type of revision (Technical Specification or Commercial), the user will be directed to the respective detailed view page.

Document Tab

• Display: Shows documents related to this revision.

• Add New Document:

  1. Click the + Add button to open a modal (box).
  2. Fill in the fields, including the document name.
  3. Click the Browse button or drag and drop your file.
  4. To add a normal document, click the Add button. The document will be uploaded.
  5. To mark the document as confidential, check the Mark as Confidential checkbox and then click the Add button. The document will be uploaded successfully.

• Download Document:

  • Click the download icon in the document row to download the document.

• Update Document Name:

  • You can update the document name.

• Save Revision Changes:

  • Click the Save button, then click Update and Save to save your changes.

• Download Entire Revision:

  • Click the three dots icon to open the dropdown menu, then select Download.

• Send Revision to KAM for Approval:

  • Click the three dots icon to open the dropdown menu, then select Send for Approval.
  • A modal (box) will open. Add a comment and click the Send button to send the revision to the KAM for approval.