The Supplier Program allows you to define and schedule the Risk Assessment, Approval and Review of your Suppliers. You do not need to complete each section, you only need to define the sections that are relevant to each supplier. In each case you can select your own checklists or chose from the predefined system checklists which are tailored to the category of supplier. Once the Supplier Program is set up, the system will monitor any schedules you may have set and generate the records and notifications at the appropriate times.

Enter Supplier Details

Enter Supplier Details
  1. From the supplier control menu when you ‘Add Program’ you will be asked to select the Supplier the Program relates to.
  2. Select the Main Supplier Contact for this Program.
  3. If there is an employee responsible for the overseeing of the Suppliers account you may select them here.
  4. You can create multiple Programs for each supplier and you can differentiate them by Site if required.

Enter Risk Assessment Details

Enter Risk Assessment Details
  1. Select the Risk Assessment Checklist(s) that will be used for this Supplier Program.
  2. Select the Approval Methods Checklist(s) that will be used for this Suppler Program.
  3. Select the Monitoring Checklist(s) that will be used for this Suppler Program. These questions are used to define in which ways you are going to monitor this supplier.

You can either use your own checklists or make use of the built-in lists that cover most industries.

Enable Program Schedule

Enable Program Schedule

See the article on program scheduling for further assistance.

Enter Certification Program Details

Enter Certification Program Details

You may want to verify that your supplier has valid and current certification. Here you can define which certifications you want to source as well as enable a scheduling for sourcing the latest certificates on a regular interval.

  1. Enter the Certified Standard for this Supplier; i.e. BRC, SQF, FSSC 22000 etc.
  2. Enter the Certification Body.
  3. Select the Date of Certification.
  4. Select the Expiry Date for the Certificate.
  5. Select the Certification Checklist(s) that will be used for this Supplier Program.
  6. Select which Rating scale you want to use for this certification audit. You can either choose the standard default Yes / No rating that is being offered or develop your own.
  7. If required, enable the Scheduler to repeat the program at a frequency you specify. You should align this with the Certificate Expiry Date.

Enter Audit Program Details

Enter Audit Program Details

The supplier audit is used to approve suppliers. Here you can define which checklist forms the base of the supplier audit.

  1. Select the Audit Checklist(s) that will be used for this Supplier Program.
  2. Select which Rating scale you want to use for this supplier audit. You can either choose the standard Yes / No rating that is being offered by default or develop your own.
  3. If required, enable the Scheduler to repeat the program at a frequency you specify.

Enter Self Assessment Program Details

Enter Self Assessment Program Details

Self-assessment questionnaires can be filled by the supplier in the Supplier Portal. Here you can define the checklist they need to fill in as well as schedule the assessment to happen on a given time interval.

  1. Select the Self Assessment Checklist(s) that will be used for this Supplier Program.
  2. Select which Rating scale you want to use for this supplier self-assessment. You can either choose the standard Yes / No rating that is being offered by default or develop your own.
  3. If required, enable the Scheduler to repeat the program at a frequency you specify.

Enter Review Program Details

Enter Review Program Details

This program is used when you need to review the supplier – typically on an annual basis.

  1. Select the Review Checklist(s) that will be used for this Supplier Review Program.
  2. Select which Rating scale you want to use for this review program. You can either choose the standard Yes / No rating that is being offered by default or develop your own.
  3. If required, enable the Scheduler to repeat the program at a frequency you specify.

Enter Specification Review Program Details

Enter Specification Review Program Details

This program is used when you want to review the specification documents provided by the suppliers.

  1. Select the Review Checklist(s) that will be used for this Specification Review Program.
  2. Select which Rating scale you want to use for this specification review program. You can either choose the standard Yes / No rating that is being offered by default or develop your own.
  3. If required, enable the Scheduler to repeat the program at a frequency you specify.