Add Compliance Requirements to an Existing Supplier List

  • Updated

This article provides the step-by-step instructions for adding new compliance requirements to an existing Supplier List. Use this process when you need to update the compliance documents that suppliers registered on the list must provide.

Prerequisites

You must be a Super Admin or a Panel Administrator to perform this task. 

Steps

Follow these steps to add compliance requirements to an existing Supplier List:

  1. Select Enterprise Supplier Lists under the Admin Tools menu (either in the top menubar or on the homepage on the left-side menu).

  2. Click the three vertical dots to the right of the relevant supplier list, and then click on the Edit this list option.

  3. Within the Supplier List Wizard, click on the Supplier Compliance tab at the top of the page.

  4. To add a compliance requirement, click on the drop-down box titled SELECT REQUIRED COMPLIANCES.

  5. Click on the relevant compliance requirement within the drop-down box, then click the Add selected button.

  6. Optional: To add or edit comments for an insurance-type requirement, click on the speech bubble icon to the right of the respective compliance requirement. This can be used to set a minimum coverage value or provide other instructions.

    • In the pop-up window, add your comments in the free-text field, and click the Save Comments button to save, or the delete button to delete the comment.

  7. Optional: To delete any existing compliance requirements, click on the trash can icon to the right of the respective requirement.

  8. Once you've added your compliance requirements, click the Save and Continue button to proceed to the List Complete tab of the Supplier List Wizard.
     

  9. Click on the Finish button to finalise your changes.

Results / Validation

The new compliance requirements are now set for the Supplier List. Suppliers registered on the list will be required to upload the requested documents.

Limits & Notes

  • Suppliers are not automatically deactivated or removed from the Supplier List if they do not meet the list's compliance requirements.

  • Suppliers can still upload the required compliances even while the list or their registration on the list is inactive (prior to being approved).

What's Next / Related