A user in Vendor Connect, can set any approved or published questionnaire as a Vendor Intake Survey. Taking this action will show this questionnaire when a business user initiates a new vendor onboarding request.
When marking a questionnaire as Intake Survey, the user can specify who will be the default contact to be notified when a new vendor onboarding request is submitted by a business user. This can be changed at any time.
Note: To flag a questionnaire as Vendor Intake Survey, it has to be in the Approved or Published status.
Navigating to Manage Questionnaires
1. Navigate to the Manage Questionnaires screen from the Assessments module.
Setting as Vendor Intake Survey
1. Click on the 3 dots and select Set as Vendor Intake Survey.
2. Click on the dropdown to select a user who will be the recipient of the submitted surveys within your organization.
3. Click on the Set button to proceed.
Note: The selected user will be notified and will be able to review the survey and assess the request.