Pack Spec Training Videos
Supplier Training
Supplier Training – This course is designed for Supplier facing Pack Spec users who need to input packaging data and submit for review and approval.
- Login, Navigation, User Guides and My Account
- Part Plans: Priority View (where to work)
- How to input Packaging Data and Submit
- Part Plans: Broad View (all part plans)
- Reports
Client Training
Client Training – This course is designed for Client facing Pack Spec users who need to review, reject and approve submitted part plans.
- Login, Navigation, User Guides and My Account
- Master Data: Plants, Suppliers, Customers, Programs and Packaging
- Part Plans: Priority View (where to work)
- How to review, approve, and return Part Plans
- Part Plans: Broad View (all Parts Plans)
- Part Plans: Bulk Updates
- How to load new Part Plans
- Reports
Client Admin Training
Client Admin Training – This course is designed for Client facing Pack Spec users who require access to add, edit, and delete master data and system configurations.
- Login, Navigation, User Guides and My Account
- Master Data: Plants, Suppliers, Customers, Programs and Packaging
- How to enter or edit Master Data
- Administration: User Maintenance
- Administration: Approval Workflow
- How to create approval workflow and add new levels
- Administration: User Invites
- Part Plans: Bulk Updates
- How to use the bulk update features
- Configuration: Client Configuration
- Configuration: Packaging Specification
- Configuration: Base Data Lookups
If you have additional questions or would like further assistance, please contact customercare@surgere.com.
