From the Supply Chain Management module select 'Add Assessment Program' > 'Add Audit Program' and then you will be asked to select the supplier the programme relates to.

1. Give the programme a name. Include the name of the supplier the programme is being set up for.
2. The name of the supplier will appear here as it was previously selected.
3. The name of the main supplier contact will appear automatically. Click in to choose a different contact.
4. If there is an employee responsible for overseeing the supplier account you may select them here.
5. You define the particular site of the supplier.

1. Select the Risk Assessment Checklist(s) that will be used for this Supplier Programme.
2. Select the Approval Methods Checklist(s) that will be used for this Supplier Programme.
3. Select the Monitoring Checklist(s) that will be used for this Supplier Programme. These questions are used to define in which ways you are going to monitor this supplier.

You can either use your own checklists or make use of the built-in lists that cover most industries.

See the article on programme scheduling for further assistance.

You may want to verify that your supplier has a valid and current certification. Here you can define which certifications you want to source as well as enable scheduling for sourcing the latest certificates on a regular interval.

1. Enter the Certified Standard for this Supplier; i.e. BRC, SQF, FSSC 22000 etc.
2. Enter the Certification Body.
3. Select the Date of Certification.
4. Select the Expiry Date for the Certificate.
5. Select the Certification Checklist(s) that will be used for this Supplier Programme.
6. Select which Rating scale you want to use for this certification audit. You can either choose the standard default Yes / No rating that is being offered or develop your own.
7. If required, enable the Scheduler to repeat the program at a frequency you specify. You should align this with the Certificate Expiry Date.

The supplier audit workflow allows you to conduct an audit on a supplier following an audit checklist. A scoring can be assigned to the audit and this can be used to confirm if the supplier is approved or not approved. Here you can define which checklist to the base of the supplier audit on and associate an audit rating.

1. Select the Audit Checklist(s) that will be used for this Supplier Audit Programme.
2. If you plan to use scoring, i.e. your responses to the questions in the audit are assigned scoring, and you would like to see the score result directly below the checklist in the Audit Record stage, you can tick the box so the result will appear there. If not, you can leave it unticked. The score result will be visible in the Result stage of the record anyway.
3. Select which Rating scale you want to use for this supplier audit. You can either choose the standard Yes / No rating that is being offered by default or develop your own. Remember, if the checklist you created has built-in responses and scoring, ensure to choose here 'Use Checklist Responses'.
4. If required, enable the Scheduler to repeat the programme at a frequency you specify.

This programme is used when you need to review the supplier - typically on an annual basis.

1. Select the Review Checklist(s) that will be used for this Supplier Review Programme.
2. Select which Rating scale you want to use for this review programme. You can either choose the standard Yes / No rating that is being offered by default or develop your own.
3. If required, enable the Scheduler to repeat the programme at a frequency you specify.

This programme is used when you want to review the specification documents provided by the suppliers.

1. Select the Review Checklist(s) that will be used for this Specification Review Programme.
2. Select which Rating scale you want to use for this specification review programme. You can either choose the standard Yes/No rating that is being offered by default or develop your own.
3. If required, enable the Scheduler to repeat the programme at a frequency you specify.