Vendor onboarding approval template
For adding a supplier to the approved vendor list. The business owner confirms the need, then procurement due diligence, a security questionnaire review and bank details verified by call back are required, with an optional data processing agreement in stage 3.
- App: Approval Flow for Jira
- Category: Procurement
- Edition: Needs a paid licence (approval policies are a paid feature)
- Sign-offs: 5, 4 required, in sequential stages
Sign-offs
#| Sign-off | Required | Approvers needed | Stage |
|---|---|---|---|
| Business owner confirms the need for this vendor | Required | 1 | 1 |
| Procurement: due diligence and references checked | Required | 1 | 2 |
| Security questionnaire reviewed | Required | 1 | 2 |
| Finance: bank details verified by call back | Required | 1 | 2 |
| Data processing agreement signed (if personal data) | Optional | 1 | 3 |
A stage opens only when every lower stage is signed off. Sign-offs without a stage can be given at any time.
Use it
#A Jira administrator opens Jira settings, Apps, Approval Flow settings, tab Templates, and clicks Install next to the template in the Template library section. It becomes an ordinary approval policy: apply it to a work item from the panel, or map it to an issue type. Approvers are people, so templates never contain any: assign them on the work item or with an approval rule.
Related
#- Approval Flow for Jira documentation
- Jira approval templates: all 24 templates