A supplier document checklist your team can adapt.

Make each requirement specific

List the supplier, the evidence you need, and the person responsible for reviewing it. Explain why your team is requesting the document and how you will judge whether it meets the requirement.

The included example rows are illustrative, not a universal list of legally required documents. Remove anything that does not apply and add requirements appropriate to your buyer, industry, and jurisdiction.

• Supplier and evidence requirement
• Document owner and received date
• Review date and expiry date, when applicable
• Internal review status and notes

Keep evidence separate from the decision

Keep a reference to the original supplier document and write down the review outcome separately. Receiving a PDF, running AI screening, and accepting evidence internally are different steps.

Use review statuses consistently, such as awaiting evidence, needs review, or internally accepted. An internal status should not imply independent certificate authentication or legal certification.

Build a repeatable review routine

Review outstanding requirements regularly, follow up with the right supplier contact, and check upcoming review dates. When a replacement arrives, record what changed and reconfirm its dates before marking the requirement accepted.

If the register outgrows a spreadsheet, Tevley can bring supplier PDFs, requirements, human review, replacement comparisons, and opt-in renewal follow-up together. The checklist CSV is a standalone planning resource, not a direct Tevley import format.

• Agree an owner for each unresolved requirement.
• Keep dates in YYYY-MM-DD format for clarity.
• Treat an empty expiry date as unknown or not applicable—not automatically valid.