With IAND's Protect module you can set up and maintain a compliant supply chain and see status in one place.
The Protect module includes:
- Fully automated end-to-end compliance process, from collection to reporting.
- Centralised document storage & audit trail with full history of renewals.
- Super users configuration tools incl. instructions, approvals & standard documents. This can be updated at any time to meet new regulations.
- Compliance reporting & risk notifications.
The Compliance index gives full visibility of compliance status at the supplier level. The Compliance documents index gives you full visibility of all Compliance documents in one place.
The Compliance index
See a snapshot of supplier compliance in one place and easily see & access actions to maintain a compliant supply chain. Designed to support audits. Available to Level A-C users. Toggle between 'My' and all suppliers.
The Compliance report contains a list of all your live suppliers (non-live suppliers can't receive Compliance requests). You can search, sort and filter to understand the Compliance status of your suppliers.
You can access your Compliance index by selecting 'Compliance index' from the Compliance drop-down in the navigation bar.
TIP! Click on a supplier's name in the Compliance report or the Compliance documents index to see a preview of the supplier's information including their platform status, approved Compliance Levels, spend and performance.
What's included in the report
Included in the Compliance report:
- Company - The name of the live supplier.
- Onboarding date - The latest date the supplier was onboarded to your Portfolio.
- Compliance level - A snapshot of a supplier's Compliance level(s) and their status. Risk flags indicate where required documents have expired.
- Compliance checks - All checks must be completed for the supplier to be marked as approved. Complete the check using the quick link.
- Validated services - A services widget shows the services a supplier has selected and those you have validated.
- Documents status - Status of supplier document approvals, including those you have requested & those proactively uploaded by the supplier.
- Documents to review - Quick links to the supplier's 'Manage compliance' page to review the documents.
How to maximise value
- Sort the table by spend to prioritise compliance checks for high spend suppliers.
- Filter by: Categories (Folio, Company category and services), Compliance levels (Level, status, checks), Compliance documents and Account (Onboarded date, account team).
- Use the quick links to complete Compliance level checks and complete document reviews.
The Compliance documents index
See the status of all compliance documents in one place. Designed to support audits and prioritise your approvals. Available to Level A-C users. Toggle between 'My' and all suppliers.
You can navigate to the Compliance documents index by selecting 'Compliance' from the Companies drop-down in the top navigation bar.
Filter the report by:
Reviewer: This allows you to find Compliance documents linked to a specific reviewer.
Company / Supplier category: This categorisation is set on a company level (see this guide for more information).
- Company / Compliance Level: Filter Compliance documents by companies that have been assigned to a Compliance Level. You can narrow down the filter further by selecting the state of the Compliance Level (e.g. suppliers who are Compliance Level A approved).
- Document / Status: Filter Compliance documents by their approval status (e.g. 'Approved', 'Pending Approval', 'Pending Submission' or 'Rejected').
- Document / Type: Filter by type of Compliance document including your company's presets (e.g. Public Liability Insurance) or select 'Custom'.
- Document / Archived: Choose to show or hide archived Compliance documents.
