Build your supplier onboarding checklist.

How to build your supplier onboarding checklist

1. 1

   Describe the job

   Keep supplier documents and outstanding reviews ready for an activation decision.

2. 2

   Review the first version

   Choose how the buyer records the supplier and how the budget reviewer reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your supplier onboarding checklist

• Keep the supplier in context

  Keep supplier, required document, document version, review owner, missing item and activation decision together so the next person can understand the request or record.

• When the next step needs a decision

  A supplier uploads an expired insurance document in the example. Keep the requirement outstanding and request review before approving the administrative record.

• Keep activation decision visible

  Leave the expired document outstanding until a valid version is reviewed.

• Choose what each person needs

  Give the buyer a working view and the budget reviewer a review view. Keep supplier and required document attached to the decision as the work moves between them.