Before you start

  • The supplier is in Draft (see Add a supplier), Awaiting Approval or Awaiting QA Review.
  • You are named on the supplier in the role that signs in that status: Coordinators in Draft, Approvers in Awaiting Approval, QAs in Awaiting QA Review.
  • You know your Complere password.

Steps

  1. Open the supplier from Suppliers › Suppliers and check its details, sites and materials.

  2. Select the status button at the top of the page.

    • As a Coordinator in Draft, the form Escalate status to Awaiting Approval opens straight away. It shows the Required Signers for the move and how many have signed, and Signed By.

    • As an Approver in Awaiting Approval, the Escalate panel offers Escalate status to Awaiting QA Review and Escalate status back to Draft.

    • As a QA in Awaiting QA Review, it offers Escalate status to Approved, and back to Awaiting Approval or Draft.

    Step 2. The Escalate status to Awaiting Approval form: Required Signers Coordinators 0 of 1 signed, Signed By, the signature warning, Email, Password and Remark
    Step 2. The QA's Escalate panel: Escalate status to Approved, back to Awaiting Approval and back to Draft

  3. Select the arrow beside the forward move. Type your password, and a Remark if you want one, then select Sign. As a QA, a move back opens the form "Status reject to …", which asks for a Reason; the supplier is then signed on again from that status.

Result

You signed in The supplier moves to
Draft (Coordinator) Awaiting Approval
Awaiting Approval (Approver) Awaiting QA Review
Awaiting QA Review (QA) Approved

Complere sends the supplier notification e-mail after each move. To send a supplier back instead, see step 3.

What gets recorded

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

What the audit trail records

  1. Someone signed the supplier on.

    Action Type
    Change Status
    Username
    Your username
    Date Created
    Date and time of the action
    Activity
    Names the role and the new status as the system writes it, for example "The supplier has been signed by the Coordinators and its status has been updated to awaiting_approval", followed by the remark.

  2. Complere sent the supplier notification e-mail after each move. After the QA's approval the entry is supplierApproved.

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

If something is different

The move to Approved is greyed out.

A Critical or Major supplier needs a Quality Agreement first: the supplier page shows a banner, and the greyed move gives its reason. See How supplier qualification works.