To view your Live/Qualified/Disqualified suppliers for a requirement, go to the "Suppliers" tab in the Requirement.
- After qualifying a supplier, you are taken back to the Requirement - head to the "Suppliers" tab.
- If you have set up lots/categories for a supplier, you can view what they are qualified for by clicking Categories.
- You can update the lots/categories a supplier is qualified for at any point - this is also recorded in the audit log
- Against the supplier you can also click Questionnaires to view:
- The answers they have provided for a questionnaire(s).
- The qualification result(s).
- Any evaluation notes added by administrators relevant to the questionnaire.
From within a Requirement, you can filter your list of suppliers by name/categories/lots.
Within the "Suppliers" tab use the search bar to filter your list of suppliers.
You can search by:
- Name of the supplier organisation.
- Name of categories (as set-up within the "Categories" tab).
- For example; Lot 6, Digital Services etc.
- When searching by categories/lots, it will only show you those suppliers with those lots/categories saved against them.
You can also download a spreadsheet/pdf of your suppliers either filtered by your search or unfiltered.
This report will show you:
- Supplier Name.
- Status of the Supplier in the Requirement.
- Live/Qualified/Disqualified.
- Reference.
- All Categories/Lots that have been saved against them.
- If you have filtered by Lot 6, the report will only pull of those Lot 6 suppliers, but it will also show you any other lots/categories listed against them.
Quotation marks will have an effect on the suppliers listed on the screen and hence the suppliers exported through either Excel or PDF.
- Searching Lot 6 without any quotation marks will bring up any supplier with Lot 6 listed against them regardless of any other categories they may also have listed against them.
- By searching with quotation marks at either side of the complete main phrase such as "Lot 6 Digital Services " will bring up a list of suppliers that have Lot 6 against them but no other categories listed against them.
- There must be a space between the phrase and the second quotation mark for this to work.
- By searching using quotation marks but not the complete main phrase such "Lot 6" or "Lot 6 " (The space before the second quotation mark will not effect this search) a full list of suppliers with Lot 6 listed against them will appear such as with the first example.
Alternatively, if you set up Lots/Categories tied to a Goods and Services, you can also view a complete list of users qualified for these services by:
- Navigate to Supplier Management > Suppliers.
- Here, you can filter the suppliers by the Cost Stage(s) and Cost Descriptions(s) for which they are qualified.
- The Download button allows you to download a spreadsheet consisting of the list of suppliers according to the selected filters.
- Click the Review Answers button for the qualified supplier who you wish to review. Here you can review all of the supplier’s current qualifications.
- Click the None box if you want to disqualify the supplier from providing any services to your organisation.
- Clicking the View History button will display details of all changes and qualifications to date.
- Here, you can filter the suppliers by the Cost Stage(s) and Cost Descriptions(s) for which they are qualified.