Supplier License Reviews

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Supplier License Reviews from the left menu.
7. Select New.
8. In the General section fill in the following fields:
   1. Title field – The title of the supplier license review.
   2. Description field – The description of the supplier license review.
9. Select Save.
   The supplier license review is created in the Draft state.
10. To move the supplier license review to To Do state, select Move to.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Supplier License Review from the left menu.
7. Select the Display Identifier of the review to edit.
8. Select Edit.
9. Update the following information in the General section:
   1. Display Identifier field – System-generated ID for the supplier license review.
   2. Title field – Supplier License Review title.
   3. Request Reason field – Why licenses are requested. Select from Onboarding, Renewal, Expansion, or Regular Audit.
   4. Due Date field – Target completion date for the review.
   5. Description field – Additional context or information.
10. Update the following information in the Participants section:
    1. Initiator Company field – Company requesting licenses.
    2. Assignee Company field – Supplier providing licenses.
    3. Compliance Owner field – Accountable owner for the review.
11. Update the following information in the Licenses & Certifications section:
    1. Certificate/License Type field – Regulatory-recognized license or certification being reviewed.
    2. Other Certificate / License Type field – Specify the license or certification type if Other is selected.
    3. Jurisdiction field – Issuing geography, such as country or state.
    4. Regulatory Authority field – Issuing authority.
    5. License/Certificate Number field – Supplier-provided identifier.
    6. Expiration Date field – Validity date for the license or certification.
    7. Validity field – Compliance status. Select from Valid, Invalid, or Under Renewal.
    8. Documents field – Upload one or more files as license proof.
    9. Notes field – Additional context.
    10. If clarification is required for the submitted license information, update the following fields in the Clarification Handling section:
        1. License/Certificate Number field – Supplier-provided identifier for the license row requiring clarification.
        2. Clarification Reason field – Reason for requiring the clarification. Select from Missing, Invalid, Expired, Under Renewal, or Others.
        3. Clarification Request field – Clarification request sent to the supplier.
        4. Requested By field – Requester details.
        5. Supplier Response field – Supplier explanation.
        6. Expected Resolution Date field – Target resolution date.
        7. Response By field – Responder details.
12. Update the following information in the Compliance Review Summary section:
    1. Overall Compliance Assessment field – Overall compliance decision. Select from Compliant, Partially Compliant, or Non-Compliant.
    2. Review Notes field – Compliance comments.
    3. Review Date field – Review completion date.
    4. Prior Audit Failure field – Indicates whether there was a prior audit failure.
    5. Reviewer field – Reviewer details.
13. Update the following information in the Closure Summary section:
    1. Closure Status field – Final closure outcome. Select from Closed-Compliant, Closed-With Exceptions, Closed-With Conditions, Closed-Non-Compliant, or Closed-Re-review Required.
    2. Closure Notes field – Closure rationale.
    3. Date Closed field – Formal closure date.
    4. Closed By field – User who closed the supplier license review.
14. Add comments in the Comments and Attachments section.
    1. Comment Author field – User who entered the comment.
    2. Comment Text field – Comment content.
    3. Attachments field – Supporting CAPA documentation.
15. Review the Followers section to view the list of users following the Supplier License Review record.
16. Select Save.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Supplier License Reviews.
7. Select Dashboards.

Steps to access

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Supplier License Reviews.
7. Select Dashboards.

1. Select the Main Menu icon.
2. Select My Networks.
3. Select a [POET Network] from the Select your Network drop-down in the header.
4. Select a Partner or location from the Select your Partner or Location drop-down in the header.
5. Select Go.
6. Select Supplier License Reviews from the left menu.
7. Select Filter.

8. In the Filters panel, fill in one or more of the following fields to filter the results:

   1. Display Identifier field – Search by display identifier.
   2. Title field – Supports partial or full text search.
   3. State field – Filter by workflow state such as Draft, To Do, In Progress, or Done.
   4. Creation Time field – Search by SLC creation timestamp.
   5. Requesting Company field – Search by the initiating company.
   6. Supplier Company field – Search by the supplier company.
   7. Compliance Owner field – Search by the assigned compliance owner.
   8. Due Date field – Filter by the target due date.
   9. Request Reason field – Filter by request reason such as Onboarding, Renewal, Expansion, or Audit.
   10. Overall Compliance Assessment field – Filter by compliance assessment such as Compliant, Partially Compliant, or Non-Compliant.
   11. Last Modified field – Search by last updated timestamp.

9. Select Apply.
   All supplier license reviews matching the filter criteria are displayed.