Tracking Vendor Questionnaires

Once you’ve sent a questionnaire, you can monitor its status at any time from the Vendors module.

To track progress:

1. Navigate to the Vendors module
   From the left-hand navigation bar, click Vendors to open your vendor register.
2. Select the relevant vendor
   Click on the vendor’s name to open their Vendor Drawer.
3. Open the Questionnaires tab
   Inside the Vendor Drawer, go to the Questionnaires tab to see a list of questionnaires sent to that vendor.

4. Review questionnaire status
   For each questionnaire, you’ll see:

   • The questionnaire name
   • The email address it was sent to
   • The due date
   • The current status:
     • Not started: Sent, but the vendor hasn’t opened it
     • In progress: The vendor has opened but not submitted
     • Submitted: Fully completed and submitted
   • The name of the platform user who sent it
   • The submission date (once completed)

   
   Any back-and-forth communication with the vendor around a questionnaire can be recorded here for easy tracking.

Overdue Questionnaires

For Overdue questionnaires, you can manually send a reminder to the Vendor. 

From the Questionnaires tab of the Vendor Drawer click the three dots to the far right of the overdue Quesitonnaire. You will see "Send a reminder". This sends a nudge to a Vendor, letting them know they have been send a reminder to complete the vendor questionnaire.