Assigning Classifications to a Supplier record

There are two scenarios in which you will add Classifications to a supplier record: As part of onboarding a new supplier (There will be a requirement to assign Classifications against a record, which form part of the onboarding management plan for a new supplier record) and to allow users to be more comprehensive and specific when utilising reports and analytics within supplier management.

This article will cover both scenarios.

Assigning Classifications as part of onboarding activities

Navigate to the Workspace tab of the supplier record.

Scroll down the page until you reach the Classifications section where a list of required Classification Categories will be displayed.

Select the pencil icon against each category and choose the relevant Classification from the Classification dropdown. Once chosen, select the tick icon to save.

Watch the below video to see how this works.

Assigning Classifications

Navigate to the Classifications tab of the supplier record.

Select + Classification where you will be required to choose a Classification Category from the dropdown menu, as well as a Classification from the dropdown menu.

Once chosen, select Add.

The assigned Classifications will be displayed on the page.

Watch the below video to see how this works.

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Completing Activities

Issuing an External Assessment

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