Supplier Compliance Screen

  • Updated
The Supplier Compliance screen provides a consolidated view of a supplier's compliance information. That includes screening results, certifications, tax and insurance documentation, risk assessments, and the designated state.
 

Access Compliance Screen

  1. Select Profile on the left side panel.
  2. Click Compliances.

 

Submit Customer Compliance Request

If a customer has required a specific compliance, the name of the customer and compliance type will appear. 

 

Add a Compliance Document

To add/submit the compliance, to the specified customer:

  1. Select Add.

  2. Complete all the applicable fields. If there is a field marked with a red asterisk, completion is required to successfully upload the document.

  3. If your profile is connected to multiple customers, you may have the option to select specific customer(s) who can view a document. By selecting, the desired customer(s) in the Which Customers Will You Share This Document With field. If the desired customer's name is not listed, it possible the customer is disconnected from the profile or pending connection to the profile.

  4. Once completed, select Add. 

Important Note: If the Valid From Date is in the future. The document will be in an Inactive status. Refer to instructions below to view inactive documents. The document will only become accessible to the customer on the designated Valid From Date. 

 

Share Existing Compliance Document with New Customer(s)

The Share icon on a Supplier Compliance screen is to share existing profile compliance information with new customers. 
 
To share with the new customer:
  1. Click Share.
  2. Review the information listed, to ensure accuracy.
    • Note: If updates are needed and the applicable field(s) are greyed out. The actions must take place within the Company Profile, before sharing with the new customer(s).
  3. Ensure the new customer is listed in the In the Which Customers Will You Share This Document With field.
  4. Select Save.

 

View/Edit Active Compliance Documents

Active Compliance Documents

Active Documents with a Valid From Date that is current, can be viewed when the Show Active Compliances Only toggle is enabled.

To view/edit the Active compliance attachments uploaded:

  1. Hover over the desired document entry.
  2. Select the drop arrow to view the attachments.
  3. If you would like to edit the Active compliance entry, select Edit (pencil icon).

 

Inactive or Future Compliance Documents

Inactive Documents with a Valid From Date in the future or in the past, can be viewed when the Show Active Compliances Only toggle is disabled.

To view/edit the Inactive compliance attachments uploaded:

  1. Hover over the desired document entry.
  2. Select the drop arrow to view the attachments.
  3. If you would like to edit the Inactive compliance entry, select Edit (pencil icon).