Resources
The package is reviewed.
Keep the relevant resources together and identify the remaining gap.
Supplier documents and receiving review
Get missing supplier documents to the receiving reviewer
Keep each missing record, request owner, and receiving decision clear. We prepare follow-up and review around your required-document list so the next handover starts with the right references.
Identify the gap Own the request Review the response
Roles, playbooks and a practical launch plan for your team.
Give the missing record an owner and the receiving reviewer a clear decision.
Pay only when you see results
Agree the outcome for your first workflow with our team.
Trusted by leading organizations
“SkillSmith has always been very professional and responsive throughout the entire process and an absolute pleasure to work with.”
Paul HildebrandDirector of HSE/DOT, Jones Power
A clear request and a reviewable response
The last missing record needs a named next action
Most of the supplier package may already be ready. Make the remaining record easy to identify, give the request an internal owner and keep its deadline visible to the receiving reviewer.
SUPPLIER DOCUMENT EXAMPLE
Keep the remaining gap visible
| Record or response | What is known | Next action |
|---|---|---|
| Records already ready | Two required references are available | Retain them in the package |
| Missing lot report | Supplier sends a different lot’s report | Owner requests the matching record |
| Matching response | Reference is ready to assess | Receiving reviewer applies the criteria |
Connected work across your team
Close the document gap with a reviewable decision
We prepare the record list, follow-up task and acceptance criteria around your supplier package. The internal owner handles the request, and the receiving reviewer checks the response against the original gap.
Receiving coordinator
Keep the remaining gap separate from records already ready
Review the required-document list for the purchase, lot or handover. Keep the references already available and name the missing item, supplier, internal request owner and agreed review date.
- The required-document list
- The purchase, lot or item reference
- Request owner and review date
SkillSmith
Internal request owner
Ask for the specific record and record the next step
The owner contacts the supplier through your chosen channel, naming the missing record and the item it must cover. Keep the request reference and expected response with the follow-up, so a delayed reply has a clear next action.
- A specific request
- The matching item or lot
- Expected response and next follow-up
Request owner → receiving reviewer
Bring the supplied reference back to the original gap
Record the response and the location of the supplied document alongside the request. In the example, the report names another lot. Ask for the matching report and keep the outstanding item visible without reopening records already ready.
- The supplier response and reference
- The item or lot the record describes
- A correction request when it does not match
Receiving reviewer
Accept the matching record or return a specific correction
Use the prepared acceptance criteria to review the supplied reference and completion record. Accept the document follow-up or return the specific gap with feedback. Any wider goods-release or handover decision remains with its assigned owner.
- The agreed acceptance criteria
- A matching, reviewable reference
- Acceptance or an owned correction
Connected information and agent support
Keep the request, reference and decision together
Resources holds the required-record list and useful references. The prepared task tracks follow-up, and the receiving review returns to the same gap using the agreed acceptance criteria.
Your work context
Your document requirements
Keep the required list and available references together.
Your supplier follow-up
Give the request an internal owner and a clear next action.
Your receiving review
Check the reference against the original gap and record the decision.
We bring the relevant
context into your work
ResourcesPlaybooks
My Tasks
Your next task, ready to act on
- The job context
- Your approved instructions
- A clear response
Available to the right team member
Supplier contact channel
A record is requested or received.
The owner contacts the supplier and records the next action with the follow-up.
Prepared acceptance review
The response is ready for review.
Check the agreed criteria and accept or return the document gap.
Evidence Collector
“Which tasks are overdue?”
Your coordinator can review accessible overdue document-follow-up tasks with their owners and deadlines, then choose which requests need attention.
Keep the conversation moving
Download our supplier-document product sheet
See how a specific missing record reaches its request owner and receiving reviewer without losing the original document gap.
- A received report that names the wrong lot
- Request ownership, reference review and acceptance
- Prepared work and a practical first walkthrough
PDF · 6 pages
Our delivery approach
Start with one supplier package that needs a follow-up
We use the records and review criteria your receiving team already needs, then prepare the handoff around a real missing item.
- 01
Choose the package and gap
Bring a required-document list and the references already available. Identify the missing record, its supplier and the person responsible for requesting it.
What we prepare togetherA specific document gap with an internal owner and review date.
- 02
Prepare the follow-up and review
Set out the request context, response reference and acceptance criteria. Agree on who handles an unsuitable reply and who can close the document gap.
What we prepare togetherA prepared task and a clear receiving-review decision.
- 03
Try a response that needs correction
Walk through a supplied reference that names the wrong item, the correction request and a later matching response. Review the handoff before using the method on more packages.
What we prepare togetherA tested walkthrough of receipt, correction and document acceptance.
Talk with our team
We are here to help
Bring us the work your team wants to improve. We’ll walk through your instructions, responsibilities and review criteria, then show how our platform can support that work.
Build on your existing supplier records
Keep original documents where your team already stores them. We organize requirements, references, and follow-up around those records, with an owner for the request and clear receiving-review criteria.
Your required recordsUse the list agreed for the purchase, item or handover.
Your supplier relationshipsKeep the request with the person who can obtain the right response.
Your review authorityGive the receiving reviewer the reference and criteria needed to decide.
Rohit Singh
VP of Strategic Partnerships
Connecting your workflows with the systems and partners you rely on.
Brent Jackson
Director of Customer Success
Helping your team turn procedures into practical learning and task completion.
Your questions
Make the missing document a clear piece of work
Which supplier documents are required?
Use the requirements agreed for your purchase or handover. Your team identifies the records, the items they must describe and the reviewer who can accept them. We prepare the follow-up around that list.
Who chases a missing record?
Name an internal request owner who contacts the supplier through your chosen channel. Keep the requested item, expected response and next follow-up with that person so the receiving team can see what remains.
What if the supplier sends the wrong record?
Keep the response reference and explain which item or requirement it fails to address. The request owner asks for the matching record, and the receiving reviewer checks the replacement before closing the document gap.
Does document acceptance release the delivery?
The reviewer accepts the document follow-up against its agreed criteria. Any separate goods-release or wider handover decision stays with its assigned owner and the checks that decision requires.