New article
Recently updated
How to Configure the Vendor Approval Workflow
Who is this article for?Ideagen Quality Management administrators importing workflows.
Admin access is required.
Best in class workflows are pre-made workflows that you can import into your Workflow module.
The Vendor Approval workflow is used to capture vendor information, including accreditation certificates and expiration dates, for QA approval and re-evaluation.
This article outlines the recommended configurations that can be applied to the Vendor Approval Workflow which is available for download in the Best-In-Class Workflow Download Center. This article has been split into the following sections:
- Associated Workflows
- Workflow-Specific Configuration Steps
- Default Responsible Parties & Recommendation for Update
- Further Reading
Looking for steps to import the workflow? Visit How to Import a Workflow for details.
1. Associated Workflows
The Vendor Approval workflow is not designed to launch or be launched by any other Best-in-Class workflows. It can be used individually or in conjunction with any other workflows without required edits.
2. Workflow-Specific Configuration Steps
2.1. List Fields Requiring Update
The below lists required an update. List options can be added in the Custom Fields section within the Administration module.
| Field | Change |
|---|---|
|
If accredited, who by? |
Update this field to identify any accrediting bodies relevant to your organization/vendors. This subfield is a part of the Evaluation Information subform. |
3. Default Responsible Parties & Recommendation for Update
The table below outlines the recommendations for changes to the responsible parties:
| Step | Default Responsible Party | Recommendations |
|---|---|---|
| Enter Vendor Information | All Users | By default all users will be able to initiate this workflow- update if you’d like to specify particular users who can initiate a Vendor Approval workflow. |
| QA Review and Approval | Workflow Initiator | Update to the person(s) responsible for reviewing vendor information and approving vendors. |
| Update Vendor Info or Re- Evaluation | Workflow Initiator | Update to the person(s) responsible for entering updated vendor information when the date for re-evaluation occurs and the original workflow instance expires and re- opens. |
Note: “Workflow Initiator” is a placeholder and default Responsible Party. We strongly advise updating these steps to identify the specific individuals or groups responsible for these steps in your process.