Why did I get a task to approve a supplier?
A new supplier has been added or an existing supplier has undergone a review and has been automatically assigned to you as the supplier owner.
What do I need to do?
Review the Action history for comments about what's been done to date. Then choose a task option to approve the supplier or assign further work to be done. Learn how to do this in the Task management section below.
In this article
Click a link below to learn more about each section of the Approve form in Logiqc.
- Action history
A list of actions taken at each stage of the workflow, along with any comments provided by users. - Task management
Your options for closing the audit. - Supplier performance notes
Enter any relevant notes about the performance of the supplier. - Submit
Complete your task and submit the form - System event history
A chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.
Action history
This component displays the commentary by the assigned officers at each stage of the workflow.
Hover over the date to display who recorded the note.
Task management
This component displays the two options you have at the approval stage of the workflow.
Task options
Assign a task
Choose this option to define and delegate the tasks relating to the supplier.
- Task instructions - provide instructions for the review. Prior to approving the supplier, you can use the workflow to delegate a further task. For example, if related records relating to the assessment of the supplier's performance were not attached to the Supplier details form, you might assign a task with the following instructions: 'Attach copies of all records relating to the assessment of the supplier's performance.'
- Assign to - select the user responsible for carrying out the task. Select Assign to me to assign the task to yourself.
- Task due date - select the date the task is to be completed by.
Approve the supplier
Choose this option to approve the supplier to be added to the Supplier register.
- Next review date - this is the proposed date the supplier will be reviewed again in the future, which can be changed.
- Additional Comments (optional) - use this field to add any additional comments relating to the supplier. These comments will appear in the Action history and will therefore be visible when the supplier is next reviewed.
Supplier performance notes
This component is designed to be used to track occasional performance issues as they arise once the supplier is approved. 
Submit
The green Submit button will save the form and progress the item to the next stage of the workflow. The button label, however, will change depending on certain conditions to make it quicker to complete tasks.
- Archive - The Archive option will move the supplier to the Archived tab on the Supplier register and terminate future workflows.
- Submit/Next - The green Submit button will save the form, upload the supplier and move it to the Manage stage.
- Create a related item -Select the appropriate register to create a related/linked item. Upon submitting the form, a new item will be generated in the chosen register. The platform will then display a link connecting the two items in the System event history.
System event history
The System event history is a chronological record maintained by the system detailing entries and changes made to the form including links to any related items created by users.
Click the '+' control on the right to expand the line item to see more information.
