How can I delete an approval set in Supplier Onboarding?

How can I delete an approval set in Supplier Onboarding?

What's the issue you're facing?

I no longer need an approval set within the Supplier Onboarding module. How can I delete this?

Solution

  1. In order to delete an approval set you will need to access your Onboarding event and go the the Approvals tab and click on the 'Return to editing' button. 

  1. Select the relevant approval set from the drop down at the top and then click on the 'Delete Approval' Set button.

  1. Click OK when promted. 

  1. The selected approval set will now be deleted. 


    • Related Articles

    • How do I create an approval set within Supplier Onbording?

      What is the issue you're facing? I need to setup my approval sets so that I can assign them to my suppliers so they go through the relevant approvals process. Solution Once you’ve set up any necessary groups, you can create your approval sets. To do ...

    • How do I make a final decision on a supplier in Supplier Onboarding?

      What is the issue you're facing? I am ready to make a final decision on a supplier in Supplier Onboarding, how do I do this? Solution Please follow the below steps on how to make a Final Approval on Supplier Onboarding: (Please note, Final decisions ...

    • Supplier Onboarding Event Configuration Checklist

      Before finalising your SIM Dojo onboarding process and inviting suppliers, we recommend checking that you’ve done the following: Essential: Mapped out your current onboarding process and considered whether this could be optimised / improved Top tip: ...

    • How do I make an Approval in Supplier Onboarding?

      What is the issue you're facing? I need to make an approval in Supplier Onboarding. How can I do this? Solution Please follow the below steps on how to make an approval on SIM: Firstly sign into Market Dojo, then go to Onboarding and then go onto ...

    • Getting started with Supplier Onboarding

      What's the issue you're facing? I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do? Solution The below articles should help you understand and navigate setting up your Supplier ...