CENTRL's My Vendor Requests involves a streamlined process for an internal business user to submit a vendor onboarding request and the vendor manager to review the request and approve or reject it.
CENTRL's "My Vendor Requests" involves the following steps:
1. Setting a Questionnaire as a "Vendor Intake Survey"
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. To learn more about this feature, click here
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. To learn more about changing the intake survey default user, click here
2. Initiating a Vendor Onboarding Request and Responding to the Survey
- Initiating a vendor onboarding request
- Responding to the Survey
- Reviewing and Submitting the Survey
- Review the Request Status
To learn more about this feature click here
3. Evaluating the Survey Responses
This step involves evaluating survey responses. While evaluating a survey, users have the option to review auto-scored answers and score/override them manually. To learn more about this feature, click here
4. Updating the Request Status
The final step in the Evaluation process is to Mark the Survey as Complete. In this step, the user will be allowed to update any Vendor Onboarding Request Status associated with the Vendor/Product that is being evaluated. To learn more about this feature, click here
Note: Any Request status can also be updated in the Vendor Profile page, by any user with the appropriate permissions.