e-halo Learning Guides

Getting Started, Navigation and Search

• Switching Between Organisations to View Reports
• Logging into e-halo
• Global Search in e-halo
• Accessing the Task, Product, Bill of Materials, Components and Brief Hubs

Completing Tasks

• Create a Bill of Materials (Task)
• Complete and Submit a Bill of Materials (Task)
• Confirm a Bill of Materials Link (Task)
• Complete and Submit a Component (Task)
• Confirm/Reject a Component (Task)
• Approve/Reject a Bill of Materials (Task)

Products

• Product Statuses
• Create Products
• Import Products
• Editing or Cancelling a Product
• Delete a Product
• Archive Products and SKUs
• See all 12 articles

Bills of Materials

• Link Existing Component to a Bill of Materials
• Bill of Materials Status
• Brief the Creation of a Bill of Materials
• Create a Bill of Materials (Task)
• Complete and Submit a Bill of Materials (Task)
• Approve/Reject a Bill of Materials (Task)
• See all 9 articles

Components

• Component Status
• Brief the Creation of a Component
• Evaluate a Component
• Complete and Submit a Component (Task)
• Confirm/Reject a Component (Task)
• Copy a Component
• See all 14 articles

Documents Hub

• Introduction to the Documents Hub in e-halo
• Upload and Linking Certification to New Components
• Viewing Certifications in Documents Hub
• Expired Documents
• Upload Certifications to Existing Components

Activity Management

• Download Lists: Components, Products, Bills of Materials and Tasks
• Viewing Running Tasks for Your Organisation, Products, Bills of Materials and Components
• Transferring or Taking Tasks
• Missing Mandatory Fields
• Upload Documents to Products, Bills of Materials and Components
• Access Reports in e-halo (Retailers Only)

Content

• What is an at Risk or Banned Attribute?
• What are Attached Components Groups and Sets?
• What is the difference between a 1 stage & 2 stage brief in e-halo?

Inputs Guide

• Common Data Issues
• Common Packaging Terms
• Packaging Formats (General Terms)
• Common Packaging Formats: Seals
• Common Packaging Formats: Caps and Closures
• Materials (all)
• See all 16 articles

User Administration

• Multi Factor Authentication (MFA)
• Reset a Password
• Create, Deactivate and Reactivate Users in e-halo
• Role Security (Admin vs User)
• Create/Edit a Role in e-halo

Organisation Administration

• Editing Domain Account Settings (Admin)
• Requesting and Managing Connection Requests
• Creating and Managing Connection Requests (Admin)