Filtering limits the number of entries displayed in the form table.
Note: Use more than one filter to further narrow the list of entries. If no entries satisfy all configured filters, an error displays. Select Clear to return the table to its original state.
Filter by Vendor
- In the filter by vendor, activity or tag field, enter text.
A drop-down list with matching results displays. - From the drop-down list, select the appropriate item.
Only forms which satisfy the selected criteria display in the table..
Filter by Form
- In the filter by form field, select the down arrow.
A drop-down list of all forms displays.Notes:
- The drop-down list organizes each form alphabetically. Active forms display under an All Active Forms header, and inactive forms display under an All Inactive Forms header.
- When the drop-down list displays, enter text to manually search for a form. The drop-down list filters to show only results which match the entered text.
- Select a form.
Only the selected form displays in the table.
Filter by Status
- In the filter by status field, select the down arrow.
A drop-down list of all form statuses displays.Note: When the drop-down list displays, enter text to manually search for a status type. The drop-down list filters to show only results which match the entered text.
- (Optional) Select a Submission Status:
- Pending Registration—A Vendor has been invited to use the system, but has not yet accepted the invitation to prequalify.
- Pending Submission—A Vendor still has categories to submit
- Pending Review—A Reviewer still has sections to review
- Complete—A form has been fully submitted and reviewed
- Expiring Soon—A category will expire within 30 days
- Removede—Either a Vendor was removed from a form, or a form was deactivated
Only forms with the selected status display in the table.
- (Optional) Select a Qualification Status:
- In Progress—A form approval has not been initiated, or a status has not been selected
- [Status]—A custom form status selected for the form from the Vendor Dashboard (Approved, Conditionally Approved, Rejected, etc.)
Only forms with the selected status display in the table.
Clear Search
Select the X next to a search field to clear search criteria.