If a supplier is still displaying in your Worklist, it may be that you have forgotten to approve all of the questions relevant to you, or have not yet approved the supplier in the review tab.
If a supplier is still displaying in your Worklist, it is best practice to check the following:
- Please check you are referring to the correct Worklist. Note that Admin Users will see all Worklists across the whole system.
- If you have been listed as a Business Owner on a supplier record, and the profile is being managed internally (Internal Profile Admin), you may be required to submit information on the supplier's behalf. If this is the case, please check that you have completed the Supplier Profile with all the necessary information, and submitted their profile for review.
- If you are an Approver, please check that you have completed all approvals (blue icon) assigned to you on the supplier record, by going to the Supplier Data dashboard in the Supplier Profile
- If you are an Approver, please check that you have clicked the Invite Supplier (Request Approver), Approve (Section Approval and Bank Verification) or Publish (Final Approval) buttons:
- For Section Approvers, Bank Verifiers and Final Approvers, go to the Supplier Data dashboard in the Supplier Profile, navigate to the Review tab on the left hand side, and click the appropriate button to complete your review
- For Request Approvers, scroll to the bottom of the Request Form and click the Invite Supplier / Reject Supplier button to complete your review
- Was the supplier put into Query (Returned To Supplier status), and has now resubmitted their profile for review? If this is the case, the supplier will reappear in your Worklist if you have additional fields to approve.
For more information on Worklists, please click here.
If after checking the above, the supplier is still displaying in your Worklist, please contact your Administrator.