This article provides the step-by-step process for Super Admins and Panel Administrators to review, approve, or decline qualification submissions from suppliers. You use this to manage the qualification status of suppliers on your lists.
Prerequisites
You must have the Super Admin or Panel Administrator role.
A supplier must have already submitted their qualification requirements for review.
Steps
Follow these steps to review and action a supplier's qualification submission.
Click the Verify Supplier quals link under the Critical Tasks heading on your home page.
On the Supplier qualifications to approve page, click the show qualifications button next to the relevant Supplier List.
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Under the Qualifications heading, click the show Suppliers button next to the qualification item you want to review.
This displays a list of suppliers that have completed the item and are pending review.
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To view a supplier's full details, click on the Supplier's name. To review the submission itself, click the verify submission button.
The submission details will expand below.
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Review the submission details, which include:
What's required for this item: A description of the qualification item and the instructions.
Supplier's current submission: The uploaded document (click the file name to download), submission date/time, comments, and answers to any questions.
Details: When the requirement was added, last modified, when the supplier was first notified, and the number of reminders sent.
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After review, click the Approve button to approve the submission or the Decline button to decline it.
The page will expand to show a comment box (green for approval, red for decline).
Add private comments (Supplier cannot see) in the first textbox, and supplier comments (Supplier will see) in the second textbox.
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If you are approving a submission, and the item's settings allow visibility on the supplier's profile, you may see an option to check a box to show the submission on their public profile.
If you are declining a submission, you can choose to allow the supplier to resubmit by checking the relevant box.
Click the final Approve this submission or Decline this submission button.
Results / Validation
Once approved or declined, the item will be removed from the Supplier qualifications to approve page.
The supplier will be notified via email of the approval or decline decision.
What's Next / Related
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View Qualification Info on a Supplier's Profile: All users with access to a supplier list can view a supplier's approved qualification information on their Supplier Details page.
Qualification details appear only if the submission was approved, the item's settings allow inclusion on the profile, and the administrator selected to include the details.
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Supplier Qualification Status & Answers reports: Super Admins and Panel Administrators can access downloadable CSV reports for selected panels.
Access reports via Admin Tools View Reports Supplier Reports.
The Status report includes the supplier's qualification status, whether documents were provided, and approval/decline dates and comments.
The Answers report includes all questions and the corresponding answers provided by suppliers.
For setting and editing a qualification item's settings, see: Add Qualification Requirements to a Supplier List.
For more information on the reports, see: Access and Download Enterprise Reports.