Supplier submissions

Where sharing with clients sends a project out to external contacts, supplier submissions bring data in. You invite a supplier - a driller or lab - to upload AGS through Connect; it is automatically checked against your rules; and it lands in a review queue for you to accept straight into the project.

You run all of this from a project's Connect area, which has three segments: Recipients (clients you share with), Suppliers (who can submit) and Submissions (the review queue). The Submissions tab shows a badge with the number of submissions waiting for you.

Invite a supplier#

In the Suppliers tab, choose to invite a supplier and enter their name and email. They receive an email to set up a Connect account and can then submit data to this project. You can also set which ruleset their submissions are checked against - see below.

Manage each supplier over time much like a client: edit them, revoke and restore access, and see their activity.

Project rules#

Submissions are vetted against an acceptance ruleset - the same rules layer called Project rules. The rules themselves are authored once per configuration in Product OS; here you choose which one a project uses.

• Project default - set on the project itself (in the project's create/edit dialog), or from the Suppliers tab. A project inherits the configuration default until you pick a specific ruleset or None.
• Per-supplier override - when inviting or editing a supplier, you can give that supplier a different ruleset, or none, just for their submissions.

The review queue#

The Submissions tab lists every submission with its status:

Status	Meaning
Submitted	The supplier has sent it; waiting for review.
Under review	You have opened it to review.
Changes requested	You asked for changes; the supplier can resubmit a new version.
Accepted	You accepted it and imported the data.
Rejected	You declined it.

Review a submission#

Open a submission to see its files, the full vetting report, and a message thread with the supplier. The report groups findings into three layers:

• AGS format - is the file valid AGS (structure + the BGS validator)?
• Validation engine - advisory geotechnical and data-quality checks.
• Project rules - your acceptance ruleset.

From here you have three actions:

• Request changes - send the submission back with a note saying what to fix. The supplier resubmits a new version, which is re-vetted.
• Reject - decline the submission.
• Accept & import - bring the data into the project.

Accept and import#

Accept & import hands the submission's files straight to the normal Manage import wizard, pre-loaded - so you pick locations and tables, review the import plan, and run it exactly as you would for your own files. The submission is marked Accepted once the import is created.