Compliance status (supplier portal)
Open Vendor Portal → Compliance in Thermal →
What it's for
Compliance status in the supplier portal shows a vendor which documents you require from them and whether theirs are current. Chasing certificates of insurance is a job nobody wants; this screen moves most of it to the person who actually has the certificate.
Your vendors reach it from the portal, at /vendor-portal/compliance.
Tabs
The screen has no tabs. It is the vendor's document status.
Panels and controls
- The documents you require and the state of each: current, expiring, or missing. A vendor can see what is needed rather than guessing.
- Upload attaches a new document — most often a certificate of insurance.
- An uploaded document is reviewed by your office before it counts. Until then it shows as submitted rather than approved, which is the honest state: a vendor uploading an expired certificate has not become compliant by uploading it.
- Your office reviews submissions on the vendor portal admin screen, where a certificate can be approved or rejected with a reason.
A vendor whose documents lapse can be blocked from taking new assignments, depending on how your shop has set compliance up — which is exactly why the status is visible to them here rather than only to you.
What it accepts
| Field | Format | Required | Rule |
|---|---|---|---|
| Document upload | A file | Yes, to submit | Reviewed by your office before it counts as current |
How to configure it
- Compliance settings decide which documents you require from vendors and how far ahead an expiry is flagged.
- Vendor portal settings decide whether the compliance section appears.
- Review and approval happen in the office app on Vendor portal.
Who can see it
This screen is part of the supplier portal. Vendors and subcontractors reach it with a portal login, and each one sees only their own compliance status.
Your staff review submissions on Vendor portal.