Compliance Levels make sourcing compliant suppliers from your Companies Index easier and faster, with improved visibility of risk where suppliers have expired compliance items.
Compliance Levels allow your organisation to add an additional level of control, ensuring only approved suppliers are engaged on your Opportunities and Projects. Compliance levels are configured by the Super users of your portfolio in line with the BMS requirements of your organisation.
Assigning a supplier to a Compliance Level
Level A - C users can assign suppliers to Compliance Levels from a supplier's Company Profile page, by navigating to the Governance section, expanding the Compliance status module and clicking '+Add'.
Setting reviewers for a Compliance Level
If certain Compliance Levels require multiple sign-offs from teams across your organisation (e.g. for high-risk work) then your Super user will add specific Compliance Level Reviews to the Compliance Level. After you assign a supplier to a Compliance Level, you should then allocate a named colleague to complete each of the required reviews:
- Navigate to the Governance section on the Supplier's Company Profile page
- Expand the Compliance status module, then click 'Review' for the Compliance Level in question.
- Scroll to the Review status at the bottom of the page and click 'Assign reviewer'. Choose a named colleague from the dropdown and click 'Update'. This will notify your colleague to undertake the review.
Note: You can reassign a Review to another person if you make a mistake or circumstances change. Click on the Review to view details and click 'Reassign'.
Seeing the status of a supplier
The Governance section on each supplier's Company Profile page shows which Compliance Levels the supplier has been assigned to and their approval status for each level. A risk flag appears if an approved supplier has any outstanding Compliance documents.
Compliance Level Managers are notified about any change in status of approval at the supplier level so they are able to take the relevant action.
Note: This is additional to the automated workflow that requests suppliers to update any expired Compliance documents, giving you that extra level of confidence and risk reduction.
Clicking on a Compliance Level will show you more details and the status of any reviews for that Compliance Level.
All historical Compliance Level review approvals and/or rejections are documented for each supplier, giving you a full audit of who has approved/rejected the supplier, when this happened and why. You can see this by clicking on a review within a Compliance Level.
Reviewing your supply chain
Looking at the 'All Information Status' field in the table enables users to see whether client users or suppliers have outstanding actions against any compliance documents so they can take action.