Objective
Your organization defines approval flows for new modular questionnaire projects in project templates. Depending on how a modular questionnaire is set up, it can either automatically receive approval or require manual approval. If a project requires manual approval, approvers can approve or deny the external modular questionnaire or request additional information from the supplier when making an approval decision.
Use these steps to make an approval decision for a new external modular questionnaire if you’re in the approval flow.
As a supplier manager at NSM Global, Amy Chen is responsible for keeping supplier profile information, including certificates, up-to-date and accurate. She recently sent modular questionnaires to some new suppliers to collect their diversity and information security management certificates. Amy is in the approval flow for these questionnaires, during which she’ll review and approve suppliers’ submissions to assess the validity of their certificates. This process plays an important role in helping NSM Global achieve its diversity and information security goals.
In this video, you’ll watch Amy approve, deny, and request additional information about new external modular questionnaires.
Open the approval task details page by performing one of the following actions:
Review the supplier's answers.
Perform one of the following actions:
If you’re the final approver for a new questionnaire, the modular questionnaire project's status is now Approved or Denied, and the supplier is notified of that status by e-mail. If you’re not the final approver, the questionnaire project remains in Pending Approval status until the final decision is made. If you're the final approver, and the questionnaire project allows for updates, the questionnaire reopens so the supplier can update it.
Comments added during questionnaire approval are displayed on both the questionnaire and approval task details pages, which you can see by viewing the questionnaire or task. Questionnaire details pages show all comments for all tasks in the project, and you can filter them to show only the comments for the current questionnaire. Task details pages show only the comments associated with the current task. Depending on how your site's notifications are set up, approval comments may also be included in approval or denial notifications to suppliers.
If your organization uses different phases to manage tasks for new questionnaires and questionnaire updates, the questionnaire details page only shows comments for tasks in the current phase. When the questionnaire is new, comments for tasks in the New Questionnaire phase are shown.
If you requested additional information during the approval of an external questionnaire and entered a comment, the supplier sees the most recent approval comment when they revise their response.
In this exercise, you’ll approve a new external modular questionnaire.
Open the approval task details page for the Diversity Certificates for PLC Enterprises questionnaire.
On the PLC Enterprises supplier profile, choose Questionnaires.
Choose the Task tab.
Choose Take Action for the Approval for new diversity certificates questionnaire task.
Review the supplier's answers. Choose Expand to see the details for a certificate.
Approve the questionnaire.
Choose Approve.
Choose Approve to confirm your approval.
Choose Done.
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