How do I change the categories assigned to a supplier?

How do I change the categories assigned to a supplier?

What is the issue you're facing?

I have assigned properties to my supplier and would like to update these. How do I do this?

Solution

You will need to navigate to:
  1. Navigate to your supplier within Supplier Onboarding
  2. Click on the Supplier Details tab
  3. Scroll to the bottom of the page until you see the Participant Properties section. 


  1. On the left you will see the properties that are currently assigned to the supplier.
    1. Note that a red asterisk indicates that it is a required field.
  2. To amend click on the drop down on the right.
  3. You can then expand/close each of the possible categories using the + and - icons. 
  4. Select/unselect the relevant properties for that supplier.
    1. You will see the tags change on the left as you select/unselect them. 

  1. Once you are done you have 2 choices. Either you can leave it here if this is purely for reporting purposes or you can click on the Auto Selection Conditions button. 

  1. If you do click this button and you have any questionnaire or approval auto-assignments in place then this will then update the supplier based on those tags. 
  2. It will generate a popup like below to tell you what is going to change. In this case nothing would change. 
    1. If a questionnaire is added it will change the status of the supplier to Submission in Progress
    2. If the approval set changes and the supplier is not already in an Onboarding Complete status the supplier will revert to a Pending Approvals status and all existing approvals that have been done will be nullified.