This article describes the process a Supplier follows to view and submit required qualification documents. This helps Buyers and List Administrators understand what the Supplier sees when requirements are outstanding.
Purpose / Intent
Audience: Buyer, List Administrator
Intent: Understand the steps a Supplier takes to fulfill Qualification Requirements.
Scope: One task—the Supplier viewing and submitting qualification requirements.
Supplier's Steps for Submitting Qualifications
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Supplier views the Critical Task: If there is an outstanding requirement, the Supplier sees it listed as a Critical Task on their homepage. They click the Update qualification details link.
Where this leads: The Supplier is taken to the Supplier lists you manage page.
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Supplier navigates to the list: On the Supplier lists you manage page, they click the red Update button under the Required Qualifications column.
What they see: They will see any qualification requirements set for that list.
Supplier accesses the requirement: They click the Complete this item button on the right to view a specific requirement.
Supplier downloads documents (if needed): If a form or document was provided by the List Administrator, the Supplier can download it by clicking on the document name.
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Supplier uploads their response:
If an attachment is required, they click Select a document to upload.
They can add any comments.
If questions were set, they answer them (e.g., typing an answer, adding a value, selecting from a drop-down).
Supplier submits: They click the Save and continue button at the bottom of the page.
Results / Validation for the Supplier
Once submitted, the qualification document and/or response is sent to the List Owners for review. The Supplier is notified via email if their submission is approved or declined.
What's Next / Related
Add Qualification Requirements to a Supplier List (For Super Admins/Panel Administrators)