Editing a Program (Overview)
The video provides a tutorial on editing a program within the ADA Platform, guiding users to the edit option through the three dots in the program overview screen, and showcasing an Excel-like interface for effortlessly including or excluding specific suppliers or groups at different levels, with consideration for potential impacts on connected plans.
Introduction:
- The video focuses on editing a program within the ADA Platform.
Accessing Edit Option:
- Users are directed to the program overview screen.
- To edit, they need to locate and click on three dots in the top right corner.
Plan Connection Alert:
- An alert notifies users about an existing plan connected to the program.
- Changes in the program may affect the connected plan.
- Users are prompted to hit "continue" after acknowledging the alert.
Excel-Like Interface:
- Upon loading the edit screen, an Excel-like interface is presented for user convenience.
- Each data point is placed in a specific column, allowing for easy manipulation.
- Columns are filterable, providing options for sorting in ascending or descending order.
Supplier and Group Management:
- Users can include or exclude specific suppliers or groups from the program.
- The interface is designed to resemble Excel, simplifying the process for users.
Filtering Options:
- Users can filter data by specific conditions, such as "contains," "does not contain," "starts with," or "ends with."
- Similar to Excel functionality, users can pick criteria, apply filters, and make selections accordingly.
Level of Detail:
- Inclusions or exclusions can be done at different levels:
- Ultimate parent level
- Supplier level
- Spend Line level
User-Friendly Criteria Selection:
- The criteria selection process is designed to be user-friendly, with an interface reminiscent of Excel, making it accessible for users familiar with spreadsheet software.
Consideration for Plan Impact:
- Users are encouraged to be mindful of potential impacts on connected plans when making changes to the program.
Detailed Instruction:
- The video provides a step-by-step guide, ensuring users understand how to navigate the ADA Platform for efficient program editing.
0:00 - The second tab in this module is the list view. When you click on list, you'll see by default a list of all the suppliers that were matched on the ADA Platform.
0:10 - You can also view these as spend lines or on the ultimate parent level. If you scroll over, you'll see on top of each column a filter button.
0:21 - Here you can filter the list by whatever data point you would like ascending descending. You can select a filter, also similar to Excel.
0:34 - You have the option to export to Excel, this entire list, to or just a limited list that you've created using the filters.
0:42 - You can also add or remove specific columns as you please. When you're done, you hit save. Lastly, if you were looking at a specific supplier, And if you wanted to learn more about that supplier.
0:59 - All you do is click on the name and that automatically pops you into that supplier's card.
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