Components of Canopy

The Supplier Profile

• What is the 'Audit History' feature?
• What is the Supplier Profile?
• What is the Supplier Data dashboard?
• What are the Draft, Submitted and Published views?

Profile Admins

• What are Profile Admins and where to find them
• Changing the Profile Admin
• Add/change the Supplier Profile Admin user
• Receiving notifications about a supplier - as a supplier user
• Receiving notifications about a supplier - as an internal customer user
• How segregation of duties works

Other Profile Roles

• How to add Business Owners to a Supplier Profile
• What is a Business Owner?
• What is a Requestor?
• What is a Supplier Contact

Understanding 'Standards'

• What is a 'Standard'?
• Selecting and changing the Standard
• Introducing the 'Compliance' Standard
• Introducing the 'ERP Only' Standard
• Difference between Standards and Risk Rules

Understanding 'Risk'

• How risk management works on Canopy
• How risk is graded on the Supplier Profile
• How risk is calculated
• What are Screening Questions?
• Who can see the risk outcome of a supplier?

Understanding 'Workflow'

• What is a workflow?
• Introducing the stages of the Canopy approval workflow
• What is the Request Approval workflow?
• What is the Section Approval workflow?
• What is the Bank Verification workflow?
• What is the Final Approval workflow?

See all 9 articles

Understanding 'Compliance'

• What is compliance on Canopy
• How compliance is determined
• How expiry dates impact compliance
• What is the Compliance Indicator

Iconography

• What do the icons on the Compliance Indicator mean?
• What do the icons at the top of the Supplier Profile mean?
• What do the icons on the Supplier Data dashboard mean?
• What do the icons on the Risk dashboard mean