4 ways to automate in-house approved suppliers training

Liam Jones

Liam Jones

Founder, Pilla App

Date Modified

26 May 2026

I'm Liam Jones, founder of Pilla and a qualified management consultant. I've helped hundreds of businesses set up workflows, and in this article I'm going to show you four real examples of how to set up in-house approved suppliers training you can deliver on the job. I'll start from the simplest and then add some more powerful options. You can open up each template in our workflow builder playground as a starting point and experiment for yourself. If you have any suggestions or you need some help, you can email me directly.

Key Takeaways

Article Content

#1 - Simple training log

Who it's for: Managers who know approved suppliers and want to walk staff through it in a quick on-the-job session, with a record it happened.

What it is: In-house approved suppliers training is a short session a manager delivers to staff. This version is a checklist of the points to cover, only accepting from approved suppliers, how to check, and what to do with a non-approved delivery, plus a field for who was trained. It's the confident basics for the whole team, delivered in ten to fifteen minutes.

Available on: Basic.

In practice: A manager shows the team the approved supplier list, how to check a delivery is from one before signing, and what to do if an unknown supplier turns up.

Why it works: The points sit on the canvas, so the session covers the same ground every time. Listing who was trained up front means the record works whether you train one person or ten.

Steps included:

  • 1 checklist (5 approved suppliers points to cover)
  • 1 field for who was trained (names)

When to upgrade:

  1. The manager delivering it wants the detail to hand
  2. You need to show staff understood, not just attended
  3. You run several sites and need a signed record per session

#2 - With guidance

Who it's for: Managers who want the content for each point so the session is consistent however delivers it.

What it is: The simple log with guidance panels giving the content for each point. Any manager can deliver the same approved suppliers session whether or not they remember the detail.

Available on: Standard.

What it adds to the previous template:

  1. The content for each point is on screen, so the manager doesn't need to be an expert
  2. Every session covers the same material the same way
  3. A new manager can deliver it from day one

Why it works: The guidance carries the content, so the session doesn't depend on the trainer's knowledge on the day.

Steps included:

  • 1 guidance note (the content for each point)
  • 1 checklist (5 approved suppliers points)
  • 1 field for who was trained

When to upgrade: When you need to show staff understood (#3) or a signed record per session (#4).

#3 - With check of understanding

Who it's for: Operations that need to show approved suppliers training landed, not just that a session ran.

What it is: The guided session plus a check of understanding: the trainer ticks what each trainee could show. It can't be signed off until understanding is checked.

Available on: Standard.

What it adds to the previous template:

  1. The record shows staff could apply it, not just watch
  2. Sign-off waits until understanding is checked
  3. A stronger record for an inspector or after an incident

Why it works: Attendance proves presence; a check of understanding proves competence. Locking it before sign-off means it can't be skipped.

Steps included:

  • 1 guidance note (the content for each point)
  • 1 checklist (5 approved suppliers points)
  • 1 field for who was trained
  • 1 check of understanding

When to upgrade: When you need a signed, evidenced record per session across sites (#4).

#4 - With photo and sign-off

Who it's for: Multi-site groups that need a signed approved suppliers-training record for every session.

What it is: The checked session plus a photo of the session and a single trainer signature confirming delivery to the staff named. One signature covers the session, however many attended.

Available on: Standard.

What it adds to the previous template:

  1. A photo of the session as proof it ran
  2. A trainer signature confirming who delivered it
  3. A complete, dated training record per session, comparable across sites

Why it works: A signed, dated, photo-backed session is the strongest record of training, and it scales to any headcount because the trainer signs once.

Steps included:

  • 1 guidance note (the content for each point)
  • 1 checklist (5 approved suppliers points)
  • 1 field for who was trained
  • 1 check of understanding
  • 1 photo of the session
  • 1 trainer signature

When to upgrade: When you want Poppi to track who's due a refresher or roll every site's sessions into one report. Those versions are coming in the next post update.

How to pick the right version

You don't need to know our product to choose. Just answer three questions.

Does the manager delivering it know approved suppliers well? If yes, a plain log is enough; if not, the content needs to be on screen. Trainer knows it cold, #1. Otherwise, #2.

Do you need to show staff understood, or just attended? Attendance, stop at #2. Show it landed, #3 adds the competence check.

Do you need a signed record? One site, the log is enough; across sites, #4 adds a photo and trainer signature.

Frequently asked questions

What is an approved supplier?

A supplier you've checked and approved for due diligence and traceability. Only accepting from approved suppliers protects you in a recall and is part of your food-safety system.

What if a non-approved supplier delivers?

Don't accept it without manager approval. The session covers checking the supplier first and escalating an unknown delivery.

Where to go next

In-house approved suppliers training turns a food-safety standard into a short, repeatable session any manager can deliver, with a record it happened and landed. The versions above move from a simple log to a signed, checked record.

Five more versions are coming in the next refresh that bring AI into the training. Poppi can track who's due a refresher and roll every site's sessions into one report. Those need more review time and will land separately.

→ Build your own in-house approved suppliers training on Pilla. The Basic plan unlocks the simple log today.