A re-qualification report allows you to view the re-qualification status of all your vendors in one central location. Felix gives you the ability to search and filter vendor re-qualifications to compile a report that has been customised to suit your needs.

Re-qualification reports can be customised to only include a specific vendor or vendors belonging to a specific status or panel. You can also generate a report based on the due date of the re-qualification, if the re-qualification has been finalised or by searching for a specific keyword.

Generate a re-qualification report

To generate a re-qualification 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 vendor re-qualifications by following the steps above without applying any filters.

TIP: When generating a re-qualification report, you can click on the vendors name to be taken to the Re-Qualification History tab of the relevant vendor profile. On this page you can view any comments associated with past re-qualifications, as well as the timeline of re-qualifications for this vendor.