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Create a Supplier Document Review Form

Use this when you need a checklist for hosts to complete while reviewing supplier documents such as RAMS.

 

What this means 

  • A Supplier Document Review Form is a form type used for reviewing supplier-submitted documents.
  • It’s created in the Forms area, then questions are added to match the customer’s review checklist.

 

When you’ll use this

  • A customer wants admins to complete a structured checklist when approving RAMS (and similar supplier docs).
  • You’re setting up UK document configuration and want the standard “RAMS Review Form”.

 

Step-by-step


     

    Common issues

    Review form type not selectable/wrong form created

    • Check: Did you set Type to Supplier Document Review (not Generic, Permit, or Site Briefing)?

    • Do: Recreate the form with the correct Type if needed.

    Customer says the checklist isn’t appearing where they expect

    • Check: Are they expecting it to show up for a different supplier document kind than what’s configured?

    • Do: Confirm which supplier document kind/workflow they are using (RAMS/SDS/Other) and ensure the review checklist is configured for that doc kind/workflow in their setup.

     

    Why this matters

    • It standardises how documents are reviewed and reduces inconsistent approvals.
    • It creates an audit trail of what was checked during review.

     

    Need help?

    If you require any assistance or have a question, please contact our Support Team on +44 7400 977 382 or email us at support@breadcrumb.co, and we'll be happy to help.