The first stretch of onboarding: turning an approved request into a vendor record with verified identity. This covers the New Requests → Vendor Intake → Intake Form → TIN Verification steps.

New Vendor Requests

Requests arrive from the Resource Utilization dashboard and land in the pipeline's New Vendor Requests section (and the Review New Requests queue). A reviewer approves or rejects each one.

• Approve → the request becomes a vendor ready for intake.
• Reject → it drops to the Rejected tab and goes no further.

Vendor Intake

Approved vendors appear under Vendor Intake. Here you send the vendor the intake form to collect their legal details, contacts, and documents.

The Vendor Intake section of the pipeline

• Send Intake — emails the intake form to the vendor's contact.
• Resend — sends it again if they lost it or it expired.
• Vendor Intake (link) — opens the vendor to fill/verify details manually.

<aside> ✉️

This step sends email. Send Intake and Resend dispatch a real message to the vendor. Only click them when you actually want the vendor contacted.

</aside>

Onboarding: Intake Form & TIN Verification

Once intake is complete the vendor enters Onboarding. The first two stages:

Vendors progressing through the onboarding stages

• Intake Form — confirms the vendor's submitted details are captured.
• TIN Verification — confirms the vendor's IRS TIN / W-9 is on file and verified. The stage completes once the TIN document is present.

Happy path

1. Approve the request in the Review New Requests queue.
2. In Vendor Intake, click Send Intake to the vendor.