Re-Qualification report

Last updated October 16, 2019
Written by Princess Luzadas

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 your Felix dashboard
  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) Filter your results as required using the drop-down menus, then click the Apply Filters button
  5. When you are ready to generate the report, click the Actions button in the top right corner
  6. Select Download CSV from the drop-down menu

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.

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