Basic 3E Exchange Account Set Up
This video reviews how to update your manufacturer info page, turn on auto calculations, and the basic of navigating the 3E Exchange site.
Auto-calculations
How to populate your manufacturing data
How to favorite a regulatory list so that all substances are screened against it
How to check your product quota
How to change your password
How to connect an ILFI
Origin or ECHA account
Products & Materials Overview
In this video, we'll go overusing products and materials in your 3E Exchange account. What are products vs. materials? How to add rows into a product/material BOM? Why are linked materials necessary and who should use them? How to add linked materials into a product manually and via import.
Where to find products and materials
Why linked materials are important
How to edit materials
How to manually add a material to a product Import material library
View import results
How to Import Products and Materials with Templates
In this video, we'll cover where to find product and material import templates and how to do a basic product import in the system.
Where to find import templates
Overview of types of imports
How to read the template (examples and tabs within the template)
How to fill out a basic product BOM template
How to map during the import
Different advanced options
Final view of how the information pulls into 3E Exchange
How to Import an SDS
This video reviews how to create a new product record from an SDS, how to QA an SDS, and how to import an SDS library vs. a singular SDS.
How to import your SDS. into 3E Exchange
Bulk importing an SDS
How an SDS looks in your BOM view
How to Set Up a Bill of Materials (BOM)
In this video, we'll cover how to read a Bill of Materials or BOM on 3E Exchange along with how to edit your BOM data to achieve your goals.
Rearranging column views
Adding custom columns
Levels of hierarchy
CAS #s at lowest levels
Marking CAS #s as proprietary
Product vs Material % by weight
Adding new rows
Adding linked materials into a BOM
Editing cells within a BOM
Hazard codes and Regulatory flags within a BOM
Auto-calculations
Chemical Lists & Hazards Scores
In this video, we'll cover our chemical substance database, the chemical lists we have on 3E Exchange, how to screen your products and materials for substances, and how to view GreenScreen scores.
Where to find chemicals in 3E Exchange
Regulatory and hazard lists in 3E Exchange
How to screen your products for chemical lists using flags
How to view and read GreenScreen scores
How to create a portfolio view linked to a hazard list
How to Set Up Suppliers
In this video, we'll cover how to set up your supplier library and how to link your products and materials to supplier records for sending surveys.
How to import supplier data
How to manually add a supplier to 3E Exchange
How to link products and materials to suppliers manually
How to link products and materials to suppliers via BOM import
How this helps with sending surveys
Summary Data Pages
In this video, we'll cover how to create and utilize BOM and Supplier Summary Data Templates for your product and material library.
What are summary data templates
How to create BOM summary data templates
How to create Supplier summary data templates
Where summary data templates populate and store data
How to insert summary data templates into survey questionnaires
How to Create a Custom Questionnaire
This video reviews how to create a questionnaire and how to include it in your survey.
How to set up a custom questionnaire in 3E Exchange
How to Create a Survey
This video reviews how to create a supplier record and an empty product record in order to test the supplier survey process, how to set up a survey template and send a test survey, gives a walkthrough of the fields that a survey can cover including ingredient data, sustainability, compliance, circularity, documents, certificates, and custom questionnaires.
Creating a survey in 3E Exchange
Setting up a survey template
Sending test surveys
Supplier Survey Best Practices
This video reviews the best practices of sending supplier surveys and doing supplier outreach; including how to prime your supplier, how to build a reminder schedule, and follow up suggestions.
Sending an email introduction
Creating a reminder schedule
Compliance Overview
In this video, we'll cover a primary compliance use case for a 3E Exchange user who wants to utilize automatic product screening or enter manual compliance responses.
Automatic BOM screening for compliance (California Proposition 65, REACH, RoHS, and Conflict Minerals)
Overview of the 4 compliance regulations
Entering in responses for compliance
Collecting compliance information via survey
Bulk importing compliance responses
Compliance Reporting (How-to)
This video reviews creating a compliance report or letter for California Proposition 65, REACH, RoHS, or Conflict Minerals.
Walks through compliance reporting workflow
Reviews creating compliance reports or letters
Portfolio View
In this video, we'll cover creating and managing portfolio analytics in your 3E Exchange account. Keep in mind that only pro subscriptions or above are able to save portfolio views in their account.
What is a portfolio view?
Dashboards vs. views
Product/Material analysis
Screening for list flags
Organizing survey responses
Exporting portfolio analytics into Excel