Track findings and follow-up tasks

Findings and tasks keep follow-up work attached to the requirement it concerns, with a named owner and a due date. Every change keeps who made it, when and why. Suppliers do not see them: each panel is marked Internal · only your team sees this.

How do I add a finding or task?

1. Open the requirement's supplier

   On the supplier's page, choose the Tasks tab, or open a document's review page and find Findings & tasks.

2. Start a new item

   Choose Add finding or task. Pick the Requirement it concerns and enter a Title, such as Confirm which sites the certificate names.

3. Classify it

   Set Type to Finding for a problem with a document, or Task for work to do. Choose a Severity: Low, Medium, High or Critical.

4. Assign it

   Choose the Task owner, who must be an Owner, Admin, Manager or Reviewer, and a Due date. Add a comment if it helps.

5. Decide whether it blocks acceptance

   For a finding, a Reviewer, Admin or Owner can tick Stop acceptance until resolved. A reviewer must then resolve the finding before accepting a new document for that requirement.

6. Create it

   Choose Create finding or task. It appears on the supplier's Tasks tab and on the Tasks page.

How do I find my work?

Choose Tasks in the sidebar. Use Assigned to me or Everyone's tasks, then filter by Open tasks or Resolved tasks, and by Blocking findings. Choose Apply. Work is listed due date first, with overdue items marked, and each row opens the item.

How do I resolve a finding or task?

1. Open the item

   Choose Edit on the finding or task.

2. Record the outcome

   Set Status to Resolved and write the Resolution evidence or reason, of at least 8 characters, with references to the document where relevant. Add a Change comment explaining what changed.

3. Save

   Choose Save task changes. Earlier versions stay under Change history.

Some items need another decision first. A task about a supplier's report of a changed document closes only after the report is matched to the document or dismissed with a reason, and a task about a supplier's reply closes after your team records the next action.

Which tasks does Vendarity open for me?

Vendarity opens some tasks itself and gives them to the requirement's owner, for example:

• Follow up an overdue document when a requirement is past its response due date, still isn't current and has no exception.
• Follow up an unanswered request when a supplier hasn't replied within the days your reminder schedule allows.
• Confirm a permitted supplier contact when no contact can receive email reminders.
• Review an expired exception when a temporary exception has ended.
• A task when a supplier contact replies without a new file or pauses request emails.