Access the Compliance Screen

To manage a supplier's files, you must first navigate to their specific profile within the Administration module.

1. Click on Suppliers.

2. Locate the supplier using the Suppliers field.

   • Tip: Clear the State field to ensure you are searching across all statuses.

   • Tip: Use the Filters button to narrow down your search results.

3. Once the profile is located, click on the supplier's name to open it.

Add Compliance Document

To add a supplier's compliance document:

1. Select Add.

2. Complete all the applicable fields.

3. Once completed, select Add. 

Important Note: If the Valid From Date is in the future. The document will be in an Inactive status. Refer to instructions below to view inactive documents. 

View/Edit Active Compliance Documents

Active Compliance Documents

Active Documents with a Valid From Date that is current, can be viewed when the Show Active Compliances Only toggle is enabled.

To view/edit the Active compliance attachments uploaded:

1. Hover over the desired document entry.
2. Select the drop arrow to view the attachments.
3. If you would like to edit the Active compliance entry, select Edit (pencil icon).

Inactive, Archived or Future Compliance Documents

Inactive Documents with a Valid From Date in the future or in the past, can be viewed when the Show Active Compliances Only toggle is disabled.

To view/edit an Inactive or Archived compliance attachment:

1. Hover over the desired compliance entry.
2. Select the drop arrow to view the attachments.
3. If you would like to edit the Inactive compliance entry, select Edit (pencil icon).