Browse help topics

Pilot an acceptance policy for yes/no acknowledgements

For buyersWho can do this: Owners and Admins draft, pilot and authorize; Owners, Admins and Reviewers report a wrong resultUpdated

In short

An acceptance policy can record receipt of a supplier's yes/no acknowledgement, such as a code of conduct, without a reviewer opening each one. An Owner or Admin drafts it in Settings › Acceptance policies and starts a pilot, which records what the policy would do while people still decide every answer set. A policy accepts anything only after Vendarity's independent qualification and an entitlement, and even then a person reviews the first ten and a sample of the rest.

Receipt confirms that the supplier completed the acknowledgement. It doesn't certify that the answers are true, approve the supplier or replace a review of documents. Files, attachments and critical requirements always stay with a person.

What can a policy cover?

One non-critical requirement whose suppliers respond with yes/no questions, with no attachments and no validity dates, answered by the supplier's contact through the verified supplier portal. You choose exactly which suppliers and sites it covers and when it is in effect. Anything else, such as a forwarded email, an upload by your team, a changed question or a missing answer, always goes to a person.

How do I draft a policy and start a pilot?

  1. Draft it

    In Settings, open Acceptance policies and choose New policy draft. Enter the Policy name, choose the Acknowledgement requirement and the Accountable owner, pick the suppliers under Supplier scope, list any Sites, and set Effective from (UTC) and Effective through (UTC). Write a Reason for this version and choose Save draft · keep off. A draft decides nothing.

  2. Start a pilot

    On the policy, choose Start a pilot, tick This workspace permits recording what this policy would do with its own verified answer sets, give a Reason and choose Start pilot.

  3. Watch what it would do

    Your reviewers decide every answer set as usual. The policy shows how many it would have accepted and how many it would have sent to a person, and each submission's review page says what the policy would have done.

Choose Turn off at any time. The pilot's records stay in this workspace and are included in its export.

When does a policy accept answers?

Only once three things are true: Vendarity has independently qualified that exact acknowledgement from real pilot results, the workspace holds an acceptance-policy entitlement, and an Owner or Admin has authorized the policy. Until then, every answer set goes to a person. Vendarity sets up the qualification and entitlement with you: write to help@vendarity.com. Then choose Save a new version, pick the qualification under Independent qualification, and choose Review authorization, which needs a recent sign-in and an authenticator.

After authorization, the first ten eligible answer sets still go to a person, and the policy accepts nothing until people have accepted ten. After that, each eligible answer set still has at least a 10% chance of going to a person first. An acceptance is recorded under the policy's name and version, never a person's, and the history says the answers are not certified.

What if a policy gets one wrong?

On the submission's review page, a reviewer chooses Report a wrong automatic acceptance. The policy pauses at once, and an answer set it accepted stops supporting the requirement until a person resolves it. Accepted automatically by this policy · review each again lists everything it accepted. A policy also pauses itself when its qualification or entitlement lapses, its accountable owner leaves, or the workspace is restored from a backup; only a new authorization resumes it, and the first ten go to a person again.

Common questions

Does a policy ever read documents or files?
No. A policy only records receipt of yes/no answers given through the verified supplier portal. Documents, files and attachments always go to a person.
Can a policy reject a supplier's answers?
No. A policy either records receipt or sends the answer set to a person. It never rejects, asks for changes or approves a supplier.

Still stuck?Contact support with what you were doing and what happened.

Contact support