Supplier evaluation

ISO 9001 asks you to choose and evaluate the suppliers you depend on. Under Registers, choose Suppliers. The register shows when your organisation has ISO 9001 switched on.

Add each supplier with a category, a contact and whether it is critical: a supplier your products or services depend on. Critical suppliers come first in the list.

Evaluating a supplier

Choose Evaluations on a supplier's row. Score quality, delivery and communication from 1 to 5, choose the result (approved, approved with conditions or rejected) and add a note. Set the date of the next evaluation: the owners and admins of your organisation get a reminder two weeks before, and once more when it has passed. Only the latest evaluation of a supplier counts for the reminder.

The list of suppliers shows each one's latest evaluation and when the next one is due.