Overview

Internal Visits is a Convergence page to record every meeting that took place between a Solvay colleagues involved in the purchasing process.

 

In this page we will see how to create an Internal Visit and how to manage it.

Table of content

Step-by-step

 

Open the app "Create Value"

 

Go to the tab “Internal Visits”

 

 


Click on the “New” button

 

 

 

 

 

 

 

 

Fill in section "Information" .

Topics : choose the topic picklist the of the meeting by selecting it ; if several, chose multiple topics by maintaining the "Ctrl" key

Note that if you choose the topic "Other", you will have to fill-in the "Other topics" field

Other Topics: field is mandatory if you chose "Other" in the "Topics" field

Addressable Spend: Fill-in the field with the amount of Spend covered by the discussed topics

Currency: choose in the picklist the currency related to the amount of Addressable Spend

Private: tick the checkbox in order to make your Internal Visit confidential ; only certain appointed users can access the Internal Visit. We will see further this point in this chapter

Scope: this is the field where you precise the agenda of your meeting

 

 


Fill in the Internal Event section in order to plan the meeting and synchronize calendars. Fields in red are mandatory

Short Description : write the title of the meeting that will appear in the calendar

Location : type in the place where the meeting will take place

Type : choose in the picklist the type of meeting

Description : you can log in a longer description of the meeting ; not mandatory

Grouping field: the content of this field is searchable through the global Search Engine ; it also helps you to make a relation between different Convergence objects (i.e. : Actions/Benefits, Visit Minutes, etc. ...)

End/Start: indicate here the time slot during which the meeting will occur 

 

 

 

 

The section Internal Visit Minute is where you will log the exhange you had with your colleagues during the meeting

 


 

 

 

Do not forget to save your Internal Visit by clicking on the “Save” button.

 

 

              

 

 

 

Add Properties to your Internal Visit

 

By adding properties to your Internal Visit, you allow every Convergence user to retrieve what is going on for a zone, a domain or a segment. Do not hesitate to create them ! 

Here is how to proceed :

 


Access your Internal Visit and to the related list "Properties", to the right of the screen, and click on the "New" button

 

 

 

 


You are then redirected to the screen where you create the Internal Visit properties.

Each contract property is defined for a given Internal Visit on 3 axis (the Master Keys) :

  1. Geographical Axis : which zone, country or site ?
  2. Organisational Axis : which GBU or business line ?
  3. GPS Axis : which segment, material group or sub-material group ?

 

Do not forget to save your contract property by clicking on the “Save” button.