Why did I get a task to manage a supplier?
There are three reasons why you will receive a task to manage a supplier: a new supplier has been added and sent to you to manage; an existing supplier is due for review; or a task you previously delegated to someone has been completed.
What do I need to do?
Check the Action history for any notes about what's been done to date. Select a Task option in the Task management section, complete the required fields and click Submit.
In this article
Click a link below to learn more about each section of the Manage 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 managing the supplier. - Supplier performance notes
Enter any relevant notes about the performance of the supplier. - Supplier summary
Key information about the supplier.
- Submit
Complete your task and submit the form - System event history
Action history
This component displays instructions, actions taken, progress notes and comments made to date as the item has progressed through the workflow.
Hover over the date to display who recorded the note.
Task management
Your options for managing the supplier.Scenario 1 - A new supplier has been sent to you to manage
Scenario 2 - The supplier is due for review
Scenario 3 - A task you previously delegated has been completed.
Task management (Scenario 1) - A new supplier has been sent to you to manage
When a new supplier has been sent to you to manage it will be in the 'Manage stage' of the workflow.
Task options
Assign for review
Choose this option to define and delegate the tasks required to review the supplier.
- Task instructions - provide instructions to undertake the review. As this relates to a new supplier being added to the Supplier register, you may want the Supplier details form to be checked to ensure the assessment of the supplier has been comprehensively assessed. In this scenario, the Task instruction might be: 'Review the Supplier's performance in terms of their capacity to delivery goods and services on time.'
- Assign - select the user responsible for carrying out the review. Select Assign to me to assign the review to yourself.
- Task due date - select the date the review task is to be completed by.
Escalate for approval - choose this option to escalate the process to the Supplier owner for approval. Note: when you are the Supplier owner, this option will change to Approve.
- Comment - use this field to communicate to the Supplier owner your recommendation to approve the supplier on the Supplier register e.g. 'Supplier's performance has been reviewed and assessed as meeting the organisation's requirements in terms of capacity to provide goods and services on time, billing and returns protocols. Recommend the supplier is approved for 12 months.'
Task management (Scenario 2) - This supplier is due for review
When a supplier has previously been approved and is due for review it will be sent to the 'Manage stage' of the workflow.
Task options
Assign for review
Choose this option to define and delegate the tasks required to review the supplier.
- Task instructions - provide instructions for the review of the supplier e.g. 'Review the supplier's performance over the past 12 months in terms of their ability to deliver goods and services on time, invoice management, and in the management of adverse events.'
- Assign to - select the user responsible for carrying out the review. Select Assign to me to assign the review to yourself.
- Task due date - select the date the review task is to be completed by.
- Reasons for rescheduling the review - state your reasoning for rescheduling the review. Typical example would be:
- the review of this supplier is not a priority for the organisation at this time
- Next review date - select the date the supplier is to be next reviewed.
Task management (Scenario 3) - A task you previously delegated has been completed.
When a supplier has been reviewed it will be sent back to the 'Manage stage'. The workflow will reflect a review has been completed, as the 'Review stage' in the workflow will be ticked.
Task options
Assign for task
Choose this option if there is further action to be taken in relation to reviewing the supplier.
- Task instructions - provide instructions for further review of the supplier e.g. 'Assessed the supplier's charge rate compared to a similar provider and advise if the supplier rates are price competitive.'
- Assign to - select the user responsible for carrying out the review. Select Assign to me to assign the review to yourself.
- Task due date - select the date the review task is to be completed by.
Escalate for approval
Choose this option to escalate the process to the Supplier owner for approval. Note: when you are the Supplier owner, this option will change to Approve.
- Comment - use this field to communicate to the Supplier owner your reasoning for recommending the supplier is approved for a further time e.g. 'Supplier's performance has been assessed as meeting the organisation's requirements. Recommend the supplier is reviewed again in 12 months.'
Supplier performance notes
This component is designed to be used to track occasional performance issues as they arise once the supplier is approved. 
Supplier summary
This section provides a summary of the supplier, including its categorisation and the services it offers.
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.
