As a Risk Manager, flag a Vendor to alert Approvers to potential risks.
Flag a Vendor
- From the Tasks Landing Page, select an approval task.
The Vendor Dashboard appears. - Select the white Vendor Flag next to the Vendor's name.
A Comment dialog box appears. - In the dialog box, select the white Vendor Flag icon to toggle the flag from Off to On.
When On, the Vendor Flag turns red. - Enter text in the Comment field.
Note: Users can only enter and save one comment to the Vendor Flag.
- (Optional) Select the X to cancel the Vendor Flag.
- Select the Floppy Disk icon to save the flag and comment.
A Success! Vendor Flag saved message appears at the top of the page.
View Vendor Flag Information
Approvers see the Vendor Flag on the Vendor Dashboard, Approvals Landing Page, and Form Administration page.
From the Vendor Dashboard:
- Select the red Vendor Flag next to the Vendor's name.
A Comment dialog box appears. - View Vendor Flag information:
- Comment—Manually entered user text
- Last Modified By—Name of the user who flagged the Vendor
- Last Modified On—Date and time the Vendor was flagged.
- (Optional) Enter a new comment.
- Delete existing text.
- Enter a new comment.
- Choose the Floppy Disk icon to save the comment.
The dialog box closes and a Success! Vendor Flag saved message appears at the top of the page.
From the Approvals Landing Page:
When available, Approvers will always see a Vendor Flag next to a Vendor's name. Hover over the flag to see the Risk Manager's comment.
Note: The Vendor Flag displays to each approval belonging to the flagged Vendor.
Remove a Vendor Flag
From the Vendor Dashboard:
- Select the red Vendor Flag next to the Vendor's name.
A Comment dialog box appears. - From the dialog box, choose the red Vendor Flag to toggle the flag from On to Off.
When Off, the Vendor Flag turns white. - Select the Floppy Disk icon to save changes.
The dialog box closes and a Success! Vendor flag saved message appears at the top of the page.