In this article:
Review a supplier when you have been assigned work to assess its performance. Use the task instructions, Action history, supplier performance notes, and input from people who work with the supplier to complete a balanced assessment against your organisation's criteria.
You can complete the review and return it to the Supplier manager, or record a progress note and keep the task while more work is required.
The Supplier manager has assigned you work connected with a new or scheduled supplier review. The task instructions explain what you need to assess.
Q: What happens when I make a progress note?
A: The note is added to the Action history and the Review supplier task remains assigned to you.
Q: When does the task leave the Review stage?
A: The task moves on only when you select Complete review and submit it.
Before you start
Check the following:
- You have the Review Governance register items permission (minimum licence type required: Action).
- The Review supplier task has been assigned to you.
- You can consult the people who work directly with the supplier when their input is needed.
Step 1: Open the Review supplier task
Open the supplier from your task list.
Navigation path
Select the Description link for your supplier. Task type shows as Review supplier.
Step 2: Review the task context
Read the instructions and commentary in the Action history. Review the supplier's details and any Supplier performance notes recorded since the previous assessment.
Use the available information and, where necessary, consult other people who work directly with the supplier before completing the assessment.
Step 3: Complete the supplier review
Choose Complete review when you have finished all work in the task instructions, or Make a progress note if you've only completed part of it and want to keep the task while more work is required.
| Field | Description |
|---|---|
| Assessment criteria | Select each criterion used to assess the supplier's performance. |
| Reviewer comments | Describe the assessment for each selected criterion. Record both the supplier's overall performance and any issues, responses, or improvements that influenced your conclusion. |
| Additional comments (optional) | Add any other information relevant to the review. These comments appear in the Action history. |
Choose Complete review to finish the assessment or Make a progress note when the review is not yet complete.
If you choose Make a progress note instead, enter the action taken in Progress note, then submit the page. The task remains with you in the Review stage — it moves on only after you select Complete review.
Step 4: Attach supporting records (optional)
Attach records that support the review, such as a supplier evaluation report or current insurance certificate. Only users with access to the supplier can view its attached records.
Read the article to find out more:
Step 5: Submit the task
Select Submit to save the review. A completed review returns to the Supplier manager. A progress note is saved to the Action history and the task stays with you.
Other sections
The System event history records supplier changes, workflow events, and links to related items. Expand an event when you need to see more detail.
Use the top-bar Create button if the review needs a new linked item in another register.
What happens next
The review becomes part of the supplier record
Your selected criteria and comments update the supplier assessment and Action history.
The Supplier manager decides the next action
The manager can assign further work or escalate the reviewed supplier to its owner for approval.