Whether you are a Request Approver, Section Approver, Final Approver, or Bank Verifier, all approvers are notified when they have actions to perform via two mechanisms:
- Worklists: each approver group has their own Worklist, providing a list of all suppliers requiring their review. If you have outstanding actions to complete, your Worklist will be the first thing you see when you log into Canopy.
- Email notifications: every time a supplier passes to the stage of the workflow where you now have an action to perform, you will be sent a notification email.
In this article you will learn:
Understanding email notifications
Understanding email notifications
Users will receive an email notification each time an action is required from them, which will include the supplier name, what is required (e.g. approval, or final review), and a link that will take them to the Supplier Profile.
The email address is the one used by the user to log into Canopy.
How to use your Worklist
If you perform a role in the review and approval of suppliers, and you have outstanding actions requiring your attention, the first screen to appear when you log into Canopy will be your Worklist.
Worklists are your to-do list, providing the list of suppliers who require your review.
There are multiple Worklists, one for each of the Approver stages corresponding to your workflow.
You may also see a further Worklist if you have been designated as the Profile Admin (Internal) on a Supplier Profile. This Worklist provides a list of supplier records that is waiting on you to complete their information and submit their profile for review.
To action an item on the Worklist, please follow these steps:
- Select Suppliers from the top menu bar
- Navigate to your Worklist, by clicking on the icon in the Search pane on the left hand side
- You will see one or more Worklists on the screen. Scroll to the relevant Worklist. You will see a list of supplier records with the button Review Supplier on the right hand side
- Click the Review Supplier button on the supplier record you wish to review. The actions that follow next will vary depending on the type of action you are being asked to perform, as follows:
- If you are being asked to approve a new supplier request, you will be taken to the Request Form. Please click here to learn more about how to perform a Request Approval.
- If you are being asked to approve information submitted by the supplier, you will be taken to the Supplier Profile. Please click here to learn more about how to perform a Section Approval.
- If you are being asked to verify the supplier's bank details, you will be taken to the Supplier Profile. Please click here to learn more about how to perform a Bank Verification.
- If you are being asked to fill in a Supplier Profile that has been assigned to you as the Internal Profile Admin, you will be taken to the Request Form. Please click here to learn more about how to complete the Supplier Profile as an Internal Profile Admin.
To learn more about the approval workflow, please click here.