Table of Contents
Summary
Here is a list of the various statuses that you may come across in the Whistic Vendor Catalog in relation to assessments. You can also access these fields in the reporting suite to monitor the status of vendors and information.
Just a friendly reminder that there is a small distinction between the Assessment Progress column and the Assessment Request Progress column, let's review the differences:
Assessment Progress
The Assessment Progress captures ALL the different vendor request statuses, including:
-
- When the vendor was created> i.e.) 'Initial Assessment'
- While the vendor is completing a request > i.e.) 'Awaiting Vendor'
- Once the assessor is reviewing the request > i.e.) 'Pending Review'
(Assessment Progress) Definitions
- Initial Assessment - No request sent out yet
- Awaiting Vendor - Questionnaire Request sent
- Completing Request - Recipient is in the process of completing the request
- In Progress - Same as 'Completing Request' (right above) - In Progress status is in the process of being phased out
- Review Pending - Questionnaire Request returned by recipient
- Review in Progress - Review started
- Needs Clarification - Clarification sent to the user
- Completed - Review completed
- Reassessment in Progress - They've been assessed previously and now new questionnaire(s) are sent out
Assessment Request Progress
The Assessment Request Progress (formally Questionnaire Progress) ONLY captures the statuses of when the vendor is completing the request. Think of it as a sub set of the Assessment Progress.
- Formally Questionnaire Progress
- All the previously tracked percentages are now consolidated as 'In Progress'. Instead of tracking individual percentages, they are summarized as a text status of 'In Progress'. However, this is also being gradually phased out and the remaining status will simply be 'Completing Request'.
For more information on how to request an assessment from a vendor, click HERE to learn more!