How to complete Section Approval

Once the supplier has submitted their profile for review, the first step on the approval workflow is known as Section Approval. The step is completed by the Section Approver user roles. The profile is divided across the various teams involved in approving each section of the Supplier Profile, and each team will be notified.

To learn more about the Section Approval workflow step and how it works, click here.

To learn more about the Section Approver user role, click here.

In this article you will learn:

How to find the fields requiring your approval

Difference between approving a question and approving a section

To complete Section Approval, please follow these steps:

Select the supplier record you wish to approve.
You may do this by:
- Clicking the link in the Section Approval notification email you will have received;
- Selecting the supplier from your Worklist;
- Searching for the supplier in the Supplier List.
  To find out more about the notifications you receive, please click here.
The Supplier Profile will load. Navigate to the Supplier Data dashboard.
All fields requiring approval will be marked with a blue icon at the end of the tab. You may also filter to the specific list of fields requiring your approval by selecting the appropriate Sector Filter at the top of the dashboard.
For each field requiring your approval, you may perform one of two actions:
- Approve the field or section, by clicking the blue Approve button. Do this if you are satisfied with the information and are happy to approve it.
- Query the field, by clicking the blue Query button. Do this is you are not willing to accept the information provided. For more information on how to Query a data point, please click here.
When you have completed reviewing each data point, go to the Review tab and perform one of the following actions:
1. If all of the fields you reviewed have been Approved, and you are ready to approve the profile, please click the appropriate Approve for button.
2. If you have put one of more fields into Query, you will need to return the profile to the supplier so that they can respond to your comments. To do this, please refer to this article explaining how to complete the Return To Supplier process.

Points to note when approving a Supplier Profile

The Section Approval workflow stage is the point at which the Supplier Profile is in greatest flux. Some Section Approvers may have already started their approval, while others may be yet to begin. It is also worth noting that not all of the fields requiring approval will be relevant to you.

We have pulled together some pointers to aid you as you complete your review, as follows:

How to find the fields requiring your approval

The blue icon and number at the end of each tab indicates the number of fields requiring approval. However, not all of these fields will be your responsibility to approve.

Section Approval is a collaborative process whereby each Section Approver works in parallel to approve their subset of questions.

Here are some tips for how to quickly find the approvals that are relevant to you:

Fields requiring your approval will carry a blue Approve button . If you cannot see the button, but the text 'Requires approval' is visible, this indicates a field that is awaiting approval by a different Section Approver.
Use the Sector Filters at the top of the Supplier Data dashboard to filter the profile to just the fields requiring your approval.

Difference between approving a question and approving a section

There are two types of approvals you may be asked to complete, as follows:

If an individual field requires approval, it will display a blue Approve button ;
If the section as a whole requires approval, a blue Approve Section button will be displayed at the bottom of the section .

Clicking the Approve button next to a specific question will approve that field of information only.

Clicking the Approve Section button at the bottom of a section of questions will approve all of the fields within that section.