Exception/Probation Requests

In some cases, it may be necessary to use a vendor that has not met one or more of your prequalification requirements.  A vendor may be able to start work under an exception/probation status approved by an authorized representative of your company. 

Refer to your company specific policies and procedures for more information on utilizing non-qualified vendors.

If you need to request, approve or deny a request for Exception/Probation status you can do so from the tabs displayed under Supporting Documents on the vendors account.

Vendor Requests for Exception/Probation

Upon being notified of a Not Prequalified status a vendor will be prompted to submit a request for Exception/Probation status.  The vendor can then provide further details and supporting documents to explain their current status.  This section is voluntary on the vendor’s part and is not required to be completed in order to approve or deny any requests.

Once the request has been submitted a comment will be posted on the Vendor Details page identifying the user submitting the request.

Client Request for Exception/Probation Status

From the Client Request tab on the left sidebar select the Request Details.  Complete the provided form by answering the questions and explaining what additional expectations (if any) will be required of the vendor during the course of their work.  In order to complete this section, it will be necessary to review the contractor's completed application.

After completing the form select the Save & Continue button at the bottom of the screen.  A comment will be posted on the Vendor Details page and a notification will be sent to the authorized approver(s) for your company to review the request and either approve or deny based on the information provided.

Note: if you are an authorized approver for your company you may move on to the Exception/Probation Approval section on the left sidebar.

Exception/Probation Approval

Once the Client Request has been submitted an authorized approver for your company will need to review the provided request details and authorize the Exception/Probation status.

Select the type of approval to be granted; either Exception, Probation or Not Approved.  If Not Approved an explanation may be provided for the rejected request.  Enter any additional comments for the approval along with your name and date of approval before selecting Save & Continue.  Once submitted an Appruv Support Specialist assigned to your account will review the details and assign the status accordingly.

Once the approval has been granted the vendors status will be changed to either Exception or Probation and will be identified by an orange status indicator.

Quick Guide for Completing Exception/Probation Requests

1. Find your contractor in the database by either using the quick search at the top of the page or Search Vendors page on the left sidebar.
2. Select the Vendor Request for Exception/Probation Status and review the information provided by the contractor in their request. 
   1. If the information is sufficient to submit your request move on to the Client Request for Exception/Probation.
   2. If further information is needed from the contractor you will need to contact them to request any additional details.
3. Complete the Client Request for Exception/Probation form and select Save & Continue.
4. Appruv will notify your authorized approver(s) of the submission and request they complete the approval.