👤 This feature is available for the following applications:
Standalone application ✅
Consortium application ✅
🔐 This feature is available for the following user/s:
Administrator ✅
Application Member ✅
Application User with “Review” ability ❌
Application User ❌
🔍 Purpose
Due to recent Risk Rating updates, this article guides you through the process of updating the industry classification for your suppliers.
For an overview of which industries have been discontinued, please see Discontinued GICS Industry Classifications.
🛠️ Prerequisites
Before proceeding, ensure the following:
The supplier/organisation profile has been created and linked to your organisation.
📝 Step-by-Step Guide
1. Log in to your application and navigate to the Dashboard module.
2. On the dashboard, you will see the number of items where industries have been discontinued and require updating.
3. Click on the number of items to be taken to the Organisation module, which will display a list of all supplier profiles that need to be updated. You will also notice the filter Industry Risk = Discontinued has been applied.
4. Click on the respective row to link through to the organisation profile record.
5. Click Edit Organisation to open a new window where you can select the updated industry classification.
6. A suggested industry replacement(s) may be available for selection. Choose the appropriate industry or select from the available list.
Once finalised, click Save to apply the changes.
7. The industry classification for your supplier has now been successfully updated. Repeat these steps for any remaining supplier profiles that require updating.
✋ Need Help?
You have reached the end of this article.
For assistance, please contact your Customer Success Manager, email [email protected], or click the chat icon in the bottom-right corner for further support.