9.2. Review Supplier

Once the New Supplier form has been submitted, the assigned user will receive a notification in their Pending Tasks prompting them to review the supplier.

*An email notification will also be sent to alert them of the task. For more information on email notifications and their role in the application, click here.

Clicking on either the subject in Pending Tasks or the button in the email will direct users to the Review Supplier form. In this form, users can evaluate whether the supplier meets company standards and determine the appropriate next steps based on their assessment.

Highlighted below are the key features of the Review form:

1. Latest & Next Assessment Dates

At the top of the form, users can record the date of the most recent assessment and schedule the next one, ensuring timely monitoring of the supplier’s performance and compliance.

2. Missing or Incomplete Documents

In this section of the form, users can identify any missing or incomplete documents related to the supplier request.

• Are there any missing or incomplete documents?: This checkbox allows users to indicate if there are any documents that are missing or incomplete.
  • If selected, it will reveal a grid containing the list of requested documents.
    • Add: This button allows users to add a new supplier document.
      • If selected, it will display the Add Supplier Document form.
    • Edit ( ): This button allows users to edit an existing supplier document.

      **To edit, users can also simply double-click on the respective entry in the grid.

!To mark a supplier document as missing, users must select the corresponding Missing checkbox in the grid. Selections can be saved by clicking the Save Changes button or by clicking outside the grid. To discard selections, click Discard Changes.

3. Workflow Progression

At the bottom of the Review form, there are several buttons intended to guide users in determining the next steps for the supplier request.

• Send Back for Modification: This button allows users to return the request for modification.
  • If selected, the request creator will be tasked with revising and updating the submission.
• Send to Supplier: This button allows users to send the request to the supplier for further action.
  • If selected, the supplier will be tasked with addressing any missing or incomplete documentation.
• Reject Supplier: This button allows users to reject the supplier, bringing the workflow to an end.
• Approve Supplier: This button allows users to approve the supplier, bringing the workflow to an end.

  **By selecting this option, users confirm that the supplier meets all necessary requirements, authorizing the company to engage with them.