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. This feature is accessible to the Vendor Connect users who have the appropriate permissions.
Note: Any Request status can also be updated in the Vendor Profile page, by any user with the appropriate permissions.
Steps to Change the Request Status
From Vendor Profile Screen
1. Navigate to Vendors from the sidebar.
2. Select the vendor name and click on the Profile screen.
3. Click on the Requests tab and click on the Pencil icon to edit the request status.
4. Select a status from the list and click on the checkmark to save your changes.
From Mark as Complete Modal
1. Navigate to the Active Assessments module from the Assessments module.
2. Click on the Vendor Intake Survey you wish to mark as complete.
3. Click on the Mark as Complete button as shown above.
4. Click on the Select Status dropdown and select a request status.
5. Once done, click on the Complete button to proceed.