Before you start

  • The supplier is Approved.
  • You are named on the supplier as an Approver, a QA or a Coordinator.
  • You know your Complere password.

Steps

  1. Open the supplier from Suppliers › Suppliers.

  2. Select the status button at the top of the page. It shows Approved. What the Escalate panel offers depends on your role: a Coordinator goes straight to the form; Approvers and QAs see Escalate status to On Hold and Escalate status to Probation, and an Approver who is an Administrator also sees Escalate status to Disqualified. Select the arrow beside Escalate status to On Hold.

    Step 2. The Escalate panel of an approved supplier for an Approver who is an Administrator: Escalate status to On Hold, to Probation and to Disqualified

  3. The form Escalate status to On Hold asks for your password and a Remark, which is required. Write why the supplier is on hold, then select Sign.

    Step 3. The Escalate status to On Hold form with the signature warning, Email, Password and the required Remark

Result

The supplier is On Hold. Complere sends the supplier notification e-mail.

Next: to lift the hold, see Take a supplier off hold.

What gets recorded

Each entry appears on the supplier's Audit Trail tab.

What the audit trail records

  1. You put the supplier on hold.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    "The supplier has been signed by the Coordinators and its status has been updated to on_hold", followed by your remark. The entry names your role.

  2. Complere sent the supplier notification e-mail.

    Action Type
    supplierStatusChanged
    Username
    System Account
    Date Created
    Date and time of the action
    Activity
    "Supplier notification email sent"

If something is different

You do not see Escalate status to Disqualified.

An Approver whose system role is Administrator sees it; an Approver or QA who is a Supervisor or Regular User does not. See Disqualify a supplier.