How are guides different from templates?
Guides help you decide fields, review steps, evidence, owners, and handoffs before opening a Jodoo template. Templates give you the editable workflow structure to start from.
Choose the right starting point for supplier onboarding documents, evaluation scorecards, vendor comparisons, audits, and corrective action follow-up.
Define the tax, banking, contact, insurance, certification, and compliance fields a supplier must submit before setup.
Read the guideStep 2: EvaluateChoose scorecard dimensions, evidence fields, reviewer notes, risk ratings, and recommendation fields before selecting a supplier.
Read the guideStep 3: CompareBuild a matrix for price, delivery, quality, risk, implementation effort, evidence, and final selection notes.
Read the guideStep 4: Follow upTurn supplier audit findings into corrective action owners, due dates, evidence, verification, and closeout records.
Read the guideUse the guides to decide what the workflow should capture, then open the matching Jodoo template when you are ready to build.
Guides help you decide fields, review steps, evidence, owners, and handoffs before opening a Jodoo template. Templates give you the editable workflow structure to start from.
Start with onboarding when vendor records are incomplete, evaluation when scoring is unclear, comparison when several suppliers are shortlisted, and audit or corrective action when approved suppliers need follow-up.