How To Track Outstanding Questionnaires

Table of Contents

• Summary
• Steps
  • Vendors
  • Reporting
  • Dashboard Task List
• Additional Resources

For customers who use the Vendor Assess side of the platform, it's important to keep track of vendors that have outstanding questionnaires so that you can follow up with them.

🗂️ Steps

Outstanding questionnaires can be tracked in 3 places: Vendors, Reporting and Dashboard Task List

🏢 Vendors

1. Go to Vendor Catalog.
2. Select
3. Check the box for "Outstanding Questionnaires"
4. Orient the columns.
5. If the vendor has any outstanding questionnaires
6. To view vendors with outstanding questionnaires, they will each be listed in a comma-delimited list in this field.

📊 Reporting

1. Go to Reporting
2. Make sure that "Show" is set to "Vendors"
3. Select
4. Check the box for "Outstanding Questionnaires"
5. Orient the columns.

To export the results, click on Actions > Export Results

✅ Dashboard Task List

1. Choose Task List on your Dashboard

2. In the menu list of tasks on the left-hand side, filter by Vendor Questionnaires I am Waiting For

   Pro tip: Use the search bar at the top to find specific vendor questionnaires you are waiting for.
   

📚 Additional Resources

To learn how to cancel a questionnaire request, please click HERE to learn more.