A questionnaire sign-off report allows you to view details of all questionnaire sign-off assignments that have been or are required to be completed by users from your organisation. Felix gives you the ability to search and filter the sign-off assignments to compile a report that has been customised to suit your needs.

Questionnaire sign-off reports can be customised to only include sign-off assignments related to a specific vendor or vendors of a specific status. You can also generate a report based on the assignment status, who the sign-off has been assigned to or by searching for specific keywords.

To generate a questionnaire sign-off report:

1. Navigate to Reports > Questionnaire Sign-off from the main menu.
2. (Optional) Use the Quick search field to search for a specific keyword.
3. (Optional) Click the Show Filters button to unfurl the filters menu.
4. (Optional) Update the dropdowns as required and click the Apply Filters button.
5. Click the Actions button at the top right corner.
6. Click Download as CSV.

 

NOTE: Your report will be generated as per the filters you have selected. You can generate a report of all questionnaire sign-off assignments by following the steps above without applying any filters.

TIPS:

•  When creating your questionnaire sign-off report, the entries are organised per vendor. You can view further details about each sign-off related to a vendor by clicking the arrow beside the vendors name to expand the section.
• Click the ‌ comments icon under the Comments column to view any comments that have been left by the staff user performing the sign-off.