Workflows / Supplier evaluation / Test run

Test run of v4. One problem found.

A walk-through with sample data. Nothing is saved, no one is notified, no task is created.

What would happen
Task created in Zak’s My work
Stage 1 · Request · sample supplier “Test Ltd”
Balraj and the Quality lead are notified
Stage 2 · Due diligence · step appears in both their My work; done when one completes it
DPA item skipped
Condition met: sample says no personal data
Qyro drafts the risk rating
Stage 3 · from the sample evidence
Stage 4 can’t complete
Needs both approvers. Balraj is on leave in the sample dates and no backup is set.
Supplier record saved to Library
Stage 5 · annual review added to the Planner

Live runs

Each run is a task in My work; each stage is a step for its people
RunVersionCurrent stageWithDue
Evaluate [SMS provider]v32 · Due diligenceBC20 Oct
Annual review: Infermedicav34 · ApprovalZYBC24 Oct