Approve a supplier when a new supplier has completed its initial workflow or an existing supplier has completed a scheduled review. As the Supplier owner, you decide whether the supplier can be published or remain approved, or whether further work is needed first.
Review the Action history, assessment, and performance notes before choosing the appropriate task option and confirming the next review date.
A new supplier has been added, or an approved supplier has completed a review, and the workflow has assigned the decision to you as the Supplier owner.
Q: Can I assign more work before approving?
A: Yes. Choose Assign a task, enter the instructions, assign the person responsible, and set a due date.
Q: Can I change the next review date?
A: Yes. The proposed date can be changed before you approve the supplier.
Before you start
Check the following:
- You have the Approve suppliers permission (minimum licence type required: Approve).
- The Approve supplier task has been assigned to you as the Supplier owner.
- You have enough information to decide whether the supplier meets your organisation's requirements.
Step 1: Open the Approve supplier task
Open the supplier from your task list.
Navigation path
Select the Description link for your supplier. Task type shows as Approve supplier.
Step 2: Check the Action history
Review the instructions, assessment comments, recommendations, and progress notes recorded throughout the supplier workflow. Hover over a date when you need to see who recorded an entry.
Step 3: Review Supplier performance notes
Check the performance issues and observations recorded since the supplier was last approved. Add a note if information relevant to the approval decision is not already captured.
Step 4: Assign further work or approve
Choose the option that matches your decision.
Assign further work when more information is needed, or approve the supplier and confirm its next review date.
Step 5: Submit the task
Select Submit or the available completion option to save your decision. If more work was assigned, the task goes to that user. If the supplier was approved, it is published or remains active until its next review date.
Other sections
The System event history records the approval decision, workflow events, and links to related items. Expand an event when you need to see more detail.
Use the top-bar Create button when approval results in a linked item in another register.
What happens next
Assigned work returns to the workflow
When further work is assigned, the nominated user receives a task and the supplier returns for management after it is completed.
Approved suppliers remain available
The supplier appears in the active Supplier register with its assessment and performance history retained.
The next review is scheduled
The confirmed review date triggers the next supplier review workflow.