Supplier Qualification
The supplier profile page is the central hub for managing a supplier’s qualification lifecycle. It provides a tabbed interface covering general information, classification, qualification records, requirements, documents, SCARs, linked records, and an audit trail.
Supplier Profile Tabs
Section titled “Supplier Profile Tabs”| Tab | Description |
|---|---|
| General | Contact details, address, compliance flags, and general information |
| Classification | Current risk classification and classification history |
| Qualification | Qualification records with outcomes and requalification dates |
| Requirements | Assigned qualification requirements with completion tracking |
| Documents | Uploaded supplier documents (certificates, agreements, audit reports) |
| SCARs | Supplier Corrective Action Requests linked to this supplier |
| Linked Records | Related audits, nonconformances, and CAPAs |
| Audit Trail | Complete history of changes to the supplier record |
Status Management
Section titled “Status Management”The supplier status can be changed from the profile header using the Change Status button. Available statuses are:
- Draft — initial registration, not yet active
- Active — registered and operational
- Qualified — passed the qualification process
- Conditionally Qualified — qualified with restrictions
- Disqualified — removed from the approved supplier list
- Archived — retained for historical reference only
When changing status, select the new status from the dropdown and click Save. The current status is excluded from the options.
Qualification Records
Section titled “Qualification Records”The Qualification tab displays all qualification events for the supplier. Each record includes:
| Field | Description |
|---|---|
| Qualification Number | Auto-generated unique identifier |
| Outcome | Result of the qualification (e.g., Approved, Conditionally Approved, Rejected) |
| Type | Qualification type (e.g., Initial, Requalification) |
| Method | How the qualification was conducted (e.g., On-site Audit, Document Review) |
| Date | When the qualification was performed |
| Next Requalification | When the supplier is due for requalification |
| Scope | Description of what was covered in the qualification |
| Conditions | Any conditions or restrictions applied (for conditional qualification) |
Requalification Alerts
Section titled “Requalification Alerts”The system monitors requalification dates and displays alerts:
- Overdue alert — shown when the next requalification date has passed, with a link to start the requalification process
- Upcoming alert — shown when requalification is due within 90 days, displaying the number of days remaining
To create a new qualification, click the Qualify button in the supplier profile header or the Create Qualification button on the Qualification tab.
Requirements Management
Section titled “Requirements Management”Requirements are qualification criteria that must be fulfilled before a supplier can be qualified. The Requirements tab provides:
Completion Progress
Section titled “Completion Progress”A progress bar shows the overall completion percentage, calculated as the number of completed or waived requirements divided by the total. Below the bar, counts are displayed for completed, waived, and pending requirements.
Auto-assign Requirements
Section titled “Auto-assign Requirements”Click Auto-assign Requirements to automatically assign qualification requirements based on the supplier’s current risk classification. This pulls from the configured requirement templates for the corresponding risk category.
Requirements Table
Section titled “Requirements Table”Each requirement displays:
| Column | Description |
|---|---|
| Requirement | Name of the qualification requirement |
| Category | Requirement category (e.g., documentation, audit) |
| Status | Current status (Pending, In Progress, Completed, Waived) |
| Mandatory | Whether the requirement is mandatory for qualification |
Documents
Section titled “Documents”The Documents tab lists all documents associated with the supplier, including:
| Column | Description |
|---|---|
| Document | Title and document number |
| Type | Document type (e.g., certificate, agreement, audit report) |
| Status | Document status |
| Expiry | Expiration date (if applicable) |
| Source | How the document was uploaded (internal or external) |
| Actions | Download button |
Documents can be uploaded through the supplier edit page.
The SCARs tab shows all Supplier Corrective Action Requests associated with this supplier. Each SCAR displays its number, title, status, and response due date. Click any row to view the full SCAR detail.
To create a new SCAR for this supplier, click the New SCAR button. The supplier will be pre-selected on the SCAR creation form.
Linked Records
Section titled “Linked Records”The Linked Records tab displays related quality records from other modules:
- Audits — supplier audits with type, status, and link to the audit detail page
When no linked records exist, the tab displays an informational message indicating that records from Audits, NCs, and CAPAs linked to this supplier will appear here.
Audit Trail
Section titled “Audit Trail”The Audit Trail tab provides a complete record of all changes made to the supplier, including who made each change, what was changed, when it occurred, and the reason. Detailed logs can be accessed through the Log Trail module.