Start from example requirements, such as a certificate of insurance
In short
Vendarity offers four editable examples: a certificate of insurance (COI), a quality certificate such as ISO 9001, a supplier questionnaire and a code-of-conduct acknowledgement. Open them from Home, through Get started or Preview starting requirements, or from Start from when you create a requirement. Looking at them changes nothing. Adapt one to your own policy or contract, publish it, then assign it to suppliers.
The examples are a starting point, not legal advice, and they don't cover every case. Your team chooses the wording, suppliers, sites, dates and owners.
Where do I find the examples?
- In a new workspace, Home leads with the Get started checklist. Once you add a supplier, its Choose a requirement button opens Starting requirements. From then until a supplier has a requirement that applies, Home also shows Owners and Admins Preview starting requirements, which opens the same page.
- Choose Requirements in the sidebar, then New requirement. The Start from list offers the same examples, or A blank requirement.
- On a supplier's page, while your workspace has no requirement yet, Choose a requirement at the top of the page and the starting examples link on its Requirements tab open the same page for that supplier.
The Starting requirements page groups the examples into two packs, Manufacturing and Other business. Each card shows the instructions suppliers will read, Reference to confirm, Suppliers respond with, Dates and Starting priority. For a questionnaire, choose Preview the questions to read them.
Which examples are there?
| Example | Starts as | Suppliers respond with | Dates |
|---|---|---|---|
| Insurance evidence | Certificate of insurance (COI or certificate of currency), marked critical | A document your team reviews | Valid-from and expiry dates |
| Quality certificate | Quality management certificate, such as ISO 9001, marked critical | A document your team reviews | Valid-from and expiry dates |
| Supplier questionnaire | Supplier onboarding questionnaire, with five questions | Answers to a questionnaire | No expiry date |
| Code-of-conduct acknowledgement | Supplier code of conduct acknowledgement, with two questions | Answers to a questionnaire | No expiry date |
The Manufacturing pack shows the quality certificate, questionnaire and insurance examples. Other business shows all four.
How do I adapt an example?
Preview the example
Read its instructions and check Reference to confirm: the policy, contract or standard to check the wording against.
Open it for editing
Choose the example's button that starts with Adapt, such as “Adapt insurance evidence”. The New requirement dialog opens with the example's fields filled in.
Make it yours
Edit the Name and Instructions in your own words; suppliers read the instructions on their request page. Set Required by and the Reference, the dates the document must show, and whether to Mark this requirement critical. For insurance, you can add minimum limits and the wording the certificate must show.
Publish it
Choose Publish requirement. Nothing is assigned or sent yet.
Assign it
Choose Assign to a supplier in the confirmation, or Choose suppliers and assign requirements. If you opened the examples from a supplier's page, the confirmation offers to assign it to that supplier and takes you back there. See Assign requirements to suppliers.
Tip: The insurance example is named “Certificate of insurance (COI or certificate of currency)”. Rename it to the term your suppliers use: certificate of insurance (COI) in the United States and Canada, certificate of currency in Australia and New Zealand, or insurance certificate in the United Kingdom.
Need something else? Choose Create a custom requirement on the same page. See Create a requirement.
Common questions
- Are the starting requirements legal advice?
- No. They are editable examples for you to adapt to your own policy or contract. Whether a requirement applies to a supplier is for your team to decide.
- Does previewing an example change my workspace?
- No. Looking at the examples changes nothing. A requirement exists only after you publish it, and suppliers see it only after you assign it and send a request or share a link.
- I am a Manager. Why can't I adapt an example?
- Publishing requirements is for Owners and Admins. Managers and other roles can preview the examples, and Managers can assign published requirements to suppliers.
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