Vendor Assessments/Surveys

Click the Program from the left navigation.

Open

Click the Surveys tab for the appropriate project.

Open

The survey card will display listing the last few completed surveys along with the Date and Administered by.

Incomplete surveys will be displayed with an Orange clock icon.

Completed surveys will be displayed with a Green checkmark.

Click the triple dot icon to:

• Edit an Incomplete survey.

• Copy a survey forward.

• Delete an Incomplete survey.

• Download a PDF to view the questions and answers on the survey.

Click the survey card to expand and see all complete surveys.

Click the Start New button to start a new survey.

The survey will be displayed.

Fill in all required fields (Designated with a * icon).

Click the Previous and Next to navigate survey pages.

Click Save and Exit to save an uncomplete survey and come back later to complete.

OR

Click the Complete Survey to save a completed survey-The button will only appear active when all required fields have been answered.