Supplier Settings

The Supplier Settings admin tab is where administrators configure how the Suppliers module behaves for the whole workspace: the scoring rules that drive supplier risk classification, the requirement templates auto-assigned by risk category, and the external upload links suppliers use to submit documents.

This is different from classifying an individual supplier. To classify a specific supplier, use the Suppliers module (see Supplier Classification). The Supplier Settings tab controls the rules those classifications follow.

Open Supplier Settings

1. On the left sidebar, select Admin.
2. In the admin sidebar under System, select Supplier Settings (URL: /admin?tab=supplier-settings).

The Supplier Settings hub presents three configuration areas as cards:

Card	What it configures
Classification Rules	Scoring weights and risk category thresholds used to classify suppliers
Requirement Templates	Requirement templates auto-assigned to suppliers based on their risk category
Magic Links	External upload links sent to suppliers for document submission

Configure classification rules

Classification Rules control how supplier risk scores are calculated and how scores map to risk categories.

Every workspace starts with the built-in defaults: each of the five risk dimensions (product quality, patient safety, regulatory impact, process criticality, data integrity) has a weight of 1.0 and scores High / Medium / Low as 3 / 2 / 1, and the thresholds are Critical ≥ 12, Major ≥ 8, Minor ≥ 4. Until you save your own rules, the section shows these defaults with a Built-in defaults notice, and suppliers are classified with them.

1. From the Supplier Settings hub, select Classification Rules.
2. Under Dimension Weights & Scores, set the weight for each risk dimension. A higher weight makes that dimension count for more in the weighted score.
3. Under Risk Category Thresholds, set the minimum weighted score required for each category:
   • Critical — the highest threshold
   • Major — the middle threshold
   • Minor — the lowest threshold
   • Scores below the Minor threshold are treated as Non-Critical.
4. Select Save Changes. The first save creates the rules for your workspace and the notice disappears; later saves update them.

Note

The thresholds configured here are used as the global thresholds for supplier classification. Because the score is weighted, the on-screen classification preview shown when classifying a supplier is a client-side estimate — the server recalculates the final category using these configured weights and thresholds. Rules belong to your workspace only; other workspaces keep their own.

Manage requirement templates

Requirement Templates define the documentation and qualification requirements that are automatically assigned to a supplier based on its risk category.

1. From the Supplier Settings hub, select Requirement Templates.
2. Review the list of existing templates. Each template shows its name, description, applicable risk categories, and active status.
3. To add a template, select New Template, then:
   • Enter a name and description.
   • Select the risk categories the template applies to (for example, Critical and Major).
   • Save the template.
4. To enable or disable a template, toggle its active status. Only active templates are auto-assigned to suppliers.

Manage magic links

Magic Links are secure, token-based upload links sent to suppliers so they can submit documents without an EQMS account. They are managed per supplier, not from a workspace-wide list.

1. From the Supplier Settings hub, select Magic links (per supplier). This opens the supplier registry.
2. Open the record of the supplier you want to collect documents from, and select its External Upload tab.
3. Select Invite a contact to generate a new link, or Revoke on an existing invitation to disable it early. See External Document Upload for the full steps.

Generating and revoking invitations requires the Suppliers — Admin permission.

Related pages

• Supplier Classification — Classify an individual supplier across the five risk dimensions
• Supplier Registration — Add a new supplier
• Supplier Qualification — Record qualification outcomes