Supplier Compliance lets you define the compliance requirements your business expects from suppliers, link those requirements to specific maintenance types, and view a supplier's compliance status when assigning work orders. This gives you fast, clear proof that a supplier meets your legal and safety requirements before any work starts.
Supplier Compliance is available on Core and Pro packages. To upgrade, contact your Account Manager.
Step 1: Create Supplier Compliance Types
Navigate to Settings > Compliance Types.
Click Create.
Enter a Name for the compliance type.
Set the compliance type to apply to Suppliers.
Click Create to save.
Tip: Use clear names that match your risk and safety policies so your team picks the right compliance type every time.
Step 2: Link Maintenance Types to Compliance Requirements
Navigate to Settings > Maintenance Certifications.
Select the Maintenance Types that require specific compliance.
Select the related Supplier Compliance Types for those maintenance types.
Click Create to apply the mapping.
When you assign a supplier to a task with one of these maintenance types, the system will display whether the supplier meets the linked compliance requirements.
Step 3: Create Supplier Compliance Records
Navigate to Compliance Hub > Supplier Compliance.
Click Add Compliance > Create Supplier Compliance.
Optionally select a template to pre-fill standard fields.
Enter the required details:
Click Save.
Compliance Record Fields
Contact — the supplier contact (defaults to creditor contacts).
Compliance Type — the type created in Step 1.
Title — a clear name for this compliance record.
Assigned to — the person responsible for monitoring this compliance.
Task or Document — the action or file required to mark the supplier as compliant.
Step 4: View Compliance When Assigning a Supplier
Open an existing maintenance task or create a new one.
Select the supplier you want to assign.
Review the displayed compliance status for the selected maintenance type.
Confirm the assignment based on the compliance information.
Note: The system shows compliance status for each supplier — it does not automatically filter out non-compliant suppliers. You make the final allocation decision with full visibility.
North American customers will see "Purchase Order" where this article says "Work Order". For more information on regional terminology, see our Glossary of Regional Terminology.