The Form Administration page is the central location for form request management. View a Vendor prequalification status summary table, add or invite a Vendor to prequalify, create forms, and update settings.
Notes:
- You must have the Request Viewer or Request Administrator permission to perform actions on the Form Administration page.
- If your organization needs different groupings on-system, consider creating more than one form. However, an invited Vendor will need to qualify with each form individually.
The Vendor prequalification status table includes details about every Vendor prequalifying with your organization. Each organization appears as a row in the table. A Vendor name may display in multiple rows if the organization is prequalifying with more than one form.
Columns include:
Row Menu—Opens a drop-down menu for the row; selecting a Vendor also opens a panel at the bottom of the screen- View Form—Open the Reviewer workspace to view a form
- View as PDF—Open or save the form as a PDF file
- Re-invite—Re-send an email invitation to a company
- Remind Reviewer—Send an email reminder to all Reviewer users working on a form (only if there are outstanding Reviewer tasks)
- Remind Vendor—Send an email reminder to all Vendor users on a form (only if there are outstanding Vendor submission tasks)
- Modify Tags—Add or remove a Vendor tag
- Remove —Remove a Vendor from a prequalification
Note: Removed Vendors still display in the table. The Vendor column will include a prohibition sign and a (REM) tag.
- Vendor—Lists the Vendor name, location, and primary contact name; a red flag displays next to a flagged Vendor
(PDF icon)—View the form as a PDF
(Form icon)—Open the Reviewer workspace to view a form
- Form—Displays the name of a form
Note: The Form column for Inactive forms includes an (INA) tag.
- Form Status
- Request—Either the date the Vendor was invited, or the date the submission was created
Note: There are three different request statuses:
- No Response—The Vendor has not responded to a request and at least 30 days have passed since the invitation
- Registering—The Vendor has not responded to a request and less than 30 days have passed since the invitation
- Sending—The system is inviting the Vendor to prequalify; reloading the page removes this status
- Submit—Either the date a Vendor submitted a completed form, or the number of categories submitted out of a given total
- Review—Either the date a Reviewer completed a form review, or the number of categories reviewed out of a given total
- Complete—Version number of the completed form; this number corresponds with how many times the Vendor was invited to prequalify with this form
- Request—Either the date the Vendor was invited, or the date the submission was created
- Expires—Displays the earliest expiration date of a form category
- Qual Status—Displays the baseline level status of an approval
- In Progress—A form approval has not been initiated, or a status has not been selected
- - —The submission does not have a baseline Vendor approval
- [Status]—A custom form status selected for the form from the Vendor Dashboard (Approved, Conditionally Approved, Rejected, etc.)
Note: Select a pre-qualification status to navigate to the approval.
- Workflow—Displays the workflow selected for the form
- Activities—Lists activities associated with a Vendor
- Tags—Lists vendor tags for the Vendor prequalifying with the form; select the
pencil icon to add or edit tags.