With Checklist items you can determine per supplier which documentation requirements the supplier must meet. This includes, for example, ISO Certificates, NDA declarations, etc. In Admin, the checklist items can be set so that the active checklist items are adopted when new suppliers are entered. A checklist item has an expiration date. When the date of a checklist item expires, it becomes visible in Vendors. This makes it easy to see which documents need to be renewed or are no longer valid.
When a document is due for renewal, or when you want to request a new document, you can do this via Audits in Vendor Rating. When you link a checklist item to an audit and send it to your supplier, they have the option of submitting a new document for this checklist item. Upon approval of the audit, the document will be added to the supplier checklist item in Vendors.
This page displays all currently set checklist items, including all associated data and information. It is also possible to modify or delete existing checklist items here, and to create new checklist items. All fields in this overview are explained in the table below.
|Description||The checklist item description.|
|Information needed||Determines if this checklist item is required in audits.|
|Registration number||The registration number of the checklist item.|
|Name||The checklist item name.|
|Active||Determines if the checklist item is active. Inactive checklist items can not be used.|
|Explanation for vendor||The text that the supplier sees when this checklist item is used in the Supplier Portal. You can use this field for any additional information regarding the request.|
|Attachment||The attachment for the checklist item. For example, a template the supplier has to fill in.|
|Document needed||If this checklist item is part of an audit, the supplier is obliged to upload an attachment to the checklist item.|
Via the button 'Refresh details' you can update the current text in the fields 'Description' and 'Explanation for vendor' for all checklist items that have been added to the vendors in the Vendors module.