Find contradictions between your suppliers' documents
In short
Cross-document checks compare the current documents across your workspace and list contradictions to look at: one supplier's documents naming different companies, one certificate recorded with different dates or scope, or one certificate number appearing for two suppliers. Open them from Documents with Cross-document checks. Each check cites the exact documents and values. A reviewer dismisses it with a reason or turns it into a finding; a check never rejects a document.
The checks follow fixed rules over the details your reviewers recorded. They don't use AI, score fraud or guess. They read only current documents: submitted or accepted, not expired today in your workspace's time zone, and not replaced by a correction.
What do the checks look for?
| Check | What it means |
|---|---|
| Different company names | One supplier's current documents name more than one company. The supplier's own legal and trading names count as one, and differences such as “&” and “and” are ignored. |
| Different certificate details | One certificate number from one issuer is recorded with a different company, expiry, valid-from date, scope or standard on another document. |
| One certificate for two suppliers | The same certificate number from the same issuer appears in more than one supplier's documents. This can be legitimate, for example a group or multi-site certificate. |
Where do I find them?
On Documents, choose Cross-document checks. On a supplier's page, Cross-document checks under Related opens only the checks involving that supplier. Each check shows its severity, the compared values and every source document with its supplier, requirement, site and the recorded values; a source opens that document's review.
What do I do with a check?
- Create finding…: when something needs fixing. Choose the Requirement, Owner, Due date and Severity, describe What should be checked, and choose Create finding. A reviewer can tick Block acceptance of this requirement until resolved. The finding works like any other; see Findings and tasks.
- Dismiss…: when it isn't an issue. Write the Reason and choose Dismiss check. The dismissal covers this exact contradiction in this workspace only; if a cited value changes, the check returns.
- Reopen…: returns a dismissed check to To check, with your reason recorded.
Checks still open are listed under To check, those followed up under Followed up as findings, and dismissed ones are folded under Dismissed. Every decision records who made it, when and why. A check never changes a document's status, a requirement's coverage or a supplier's approval: only a person's review does.
Common questions
- Does a dismissed check come back?
- Only if a cited value changes, because that is a different contradiction. Dismissing a check in your workspace never affects another workspace or the rules.
- Why is a check missing for an expired document?
- Checks compare only current documents. An expired, withdrawn or replaced version is history, so contradictions with it no longer show.
Related articles
Still stuck?Contact support with what you were doing and what happened.
Contact support