Checklist

Supplier Quality & Partner Onboarding Checklist

An interactive checklist to screen, qualify, and onboard suppliers with explicit acceptance criteria, sampling and inspection plans, required documents, escalation steps, and monitoring KPIs. Save responses to create a persistent onboarding record and drive follow-up.

Interactive Tool

Supplier Quality & Partner Onboarding Checklist

Use this interactive checklist to capture supplier screening decisions, acceptance criteria, sampling and inspection plans, required documentation, escalation steps, and monitoring cadence. Save the record so teams can track follow-up actions, audits, and performance over time.

Legal name as used in contracts or master data.
Optional internal identifier or vendor code.
Name and role for the supplier contact (e.g., QA Manager).
Email for onboarding and escalation.
Brief description of supplied items or services.
Rate based on criticality, regulatory exposure, and historical performance.
How critical is this supplier to operations or compliance?
Specify dimensional tolerances, test limits, visual standards, documentation required, or sample acceptance thresholds. Example: 'Max defect rate 0.5% by inspection, parts must meet drawing dimensions ±0.1mm.'
Choose the sampling approach that matches risk and volume.
Include sample sizes, acceptance numbers, inspection frequency, and reporting cadence. Example: 'Sample 80 units per lot, accept 2 or fewer defects, report weekly.'
First article or initial production samples help validate process capability.
Enter number of units for initial inspection. Leave blank if not required.
Select the inspections that will be performed.
A quality agreement clarifies roles, KPIs, and dispute resolution.
List required certifications (e.g., ISO, material certs, calibration traceability).
Documents to request during onboarding.
Describe who to notify, expected response times, and next steps for rejects or quality incidents. Example: '1) Supplier QA within 8 hours; 2) Your QA lead within 24 hours; 3) Stop shipment if unresolved in 48 hours.'
State expected CAPA timing, root-cause investigation requirements, and evidence required for closure.
A trial run can validate transfer of production and process stability.
Define pass/fail criteria for trial runs (e.g., output quality, cycle time, scrap rate).
Select the KPIs you will track for this supplier.
How often will supplier performance be reviewed?
Person responsible for follow-up and verification.
Training supplier staff may be necessary for critical suppliers.
Core items to complete before approving supplier for production.
Use this field for contractual clauses, agreed discounts, lead-time windows, or other special terms.
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