In this article:
Manage a supplier when a new supplier has been sent to you, an approved supplier is due for review, or a delegated review task has been completed and returned to you. The Manage task helps you check what has happened so far, decide whether further review work is needed, reschedule the review where appropriate, or escalate the supplier to its owner for approval.
Your available options depend on the reason the supplier has entered the Manage stage and whether you are also the Supplier owner.
You receive this task when a new supplier needs checking, an existing supplier reaches its review date, or work you delegated has been completed.
Check the Action history first, then select the task option that matches the current situation.
Q: Why does the Escalate for approval option sometimes show as Approve?
A: When you are also the Supplier owner, you can approve the supplier directly rather than escalate it to another user.
Q: Can I move the review to a later date?
A: Yes. When an approved supplier is due for review, choose Re-schedule review, record the reason, and set the next review date.
Before you start
Check the following:
- You have the Manage Governance register items permission (minimum licence type required: Approval).
- The Manage supplier task has been assigned to you.
- You know whether the supplier is new, due for review, or returning from delegated work.
Step 1: Open the Manage supplier task
Open the supplier from your task list.
Navigation path
Select the Description link for your supplier. Task type shows as Manage supplier.
Step 2: Check the Action history
Review the instructions, progress notes, comments, and actions recorded as the supplier has moved through the workflow. Hover over a date when you need to see who recorded an entry.
Step 3: Choose the management path
New supplier: check that the initial assessment and supplier details are complete, then assign a review or escalate the supplier for approval.
Supplier due for review: delegate the review work or reschedule the review to a later date.
Delegated work completed: review the outcome, assign further work if needed, or escalate the supplier for approval.
Step 4: Complete the task options
Select the option that matches what needs to happen next.
| Option | What to complete |
|---|---|
| Assign for review | Enter clear Task instructions, select the person responsible in Assign, and set the Task due date. Use Assign to me when you will complete the review yourself. |
| Re-schedule review | Record the Reasons for rescheduling the review and set the Next review date. Use this when the supplier review is not a priority at the current time or another valid reason supports postponement. |
| Assign for task | When a completed review needs further investigation, enter the task instructions, assign the work, and set its due date. |
| Escalate for approval or Approve | Add a comment explaining why the supplier should be approved or approved for a further period. When you are the Supplier owner, the option may show as Approve. |
Use the Action history for context, then choose the appropriate option in Task management.
Step 5: Review supplier information
Use the Supplier summary to check the supplier's category and services. Review Supplier performance notes for issues or observations recorded since the previous review, and add a new note when relevant.
Step 6: Submit the task
Select Submit or the available completion option to save your changes and move the supplier to the next workflow stage.
Other sections
The System event history records changes, workflow events, and links to related items. Expand an event when you need to see more detail.
Use the top-bar Create button when you need to create a linked item in another register. Logiqc records the relationship after the linked item is saved.
What happens next
Assigned review work goes to the reviewer
The reviewer receives a task with your instructions and due date.
Rescheduled suppliers wait for the new date
The supplier returns to the Manage stage when the revised review date is reached.
Escalated suppliers move to approval
The Supplier owner reviews the recommendation and decides whether to approve the supplier or assign further work.