Suppliers
Keep supplier records, with their sites and materials, in one place.
Tasks
Do a task
Lifecycle
Select a status to see who acts there and the article for that step.
-
1Draft
DraftStatus 1 of 5
- Who acts
- Coordinators
- What happens
- The supplier is created here. The Coordinators sign to submit it for approval.
- Signature
- Yes
- 2Awaiting Preliminary ReviewOptional
-
3Awaiting Approval
Awaiting ApprovalStatus 3 of 5
- Who acts
- Approvers
- What happens
- Sign to move the supplier to Awaiting QA Review; the panel also offers to send it back to Draft.
- Signature
- Yes
-
4Awaiting QA Review
Awaiting QA ReviewStatus 4 of 5
- Who acts
- QAs
- What happens
- Sign the quality approval to approve the supplier, or send it back with a reason. A Critical or Major supplier needs a current Quality Agreement; without one the move to Approved is greyed.
- Signature
- Yes
-
5Approved
ApprovedStatus 5 of 5
- Who acts
- ApproversQAsCoordinators
- What happens
- The supplier is approved. Approvers and QAs can put it on hold or on probation, and an Approver whose system role is Administrator can also disqualify it; Coordinators can only put it on hold.
- Signature
- Yes
Select a status above to see who acts there.
Other moves
- Send backAwaiting ApprovaltoDraftOffered to the Approvers in their panel.Sign a supplier for approval
- Send backAwaiting QA ReviewtoAwaiting ApprovalorDraftThe QAs, with a reason.Sign a supplier for approval
- HoldApprovedtoOn HoldThe Approvers, QAs or Coordinators. Signed, with a remark.Put a supplier on hold
- ProbationApprovedtoProbationThe Approvers or QAs.How supplier qualification works
- DisqualifyApprovedOn HoldtoDisqualifiedAn Approver whose system role is Administrator.Disqualify a supplier
- Lift holdOn HoldtoApprovedThe Approvers or QAs, signed, with a reason.
A dashed status is not used on every record. On Hold, Probation and Disqualified are side statuses of an approved supplier, listed under Other moves.
Status names and colours as Complere shows them.
The whole workflow, step by step: How supplier qualification works
Who can do what
Who can take the key actions. A status name in a cell means the action is allowed in that status only.
| Your system role | Named on the supplier | ||||||
|---|---|---|---|---|---|---|---|
| Action | Administrator | Supervisor | Regular User | Read Only User | Coordinators | Approvers | QAs |
| Add a supplier How to: Add a supplier | Yes | Yes | Yes | No | Not a role on the supplier for this action | Not a role on the supplier for this action | Not a role on the supplier for this action |
| Submit from Draft How to: Sign a supplier for approval Signed. | No | No | No | No | Draft | No | No |
| Sign for approval How to: Sign a supplier for approval | No | No | No | No | No | Awaiting Approval | Awaiting QA Review |
| Send back How to: Sign a supplier for approval With a reason. | No | No | No | No | No | Awaiting Approval | Awaiting QA Review |
| Put an approved supplier on hold How to: Put a supplier on hold Signed, with a remark. | No | No | No | No | Approved | Approved | Approved |
| Take a supplier off hold Signed, with a reason. | No | No | No | No | No | On Hold | On Hold |
| Disqualify How to: Disqualify a supplier Offered to an Approver whose system role is Administrator; an Approver or QA who is a Supervisor or Regular User is offered On Hold and Probation, not Disqualify. | No | No | No | No | No | Approved, On Hold | No |