How do I archive a questionnaire from a supplier in Supplier Onboarding?

How do I archive a questionnaire from a supplier in Supplier Onboarding?

What is the issue you're facing?

I would like to remove a questionniare from a supplier but still be able to see all the information they entered on that questionnaire. Is this possble to do?

Solution

To do this you can archive a questionnaire. This will remove it from the suppliers view, but you will still be able to see all of the suppliers previous responses to it. 

To archive a questionnaire go to your supplier record within Supplier Onboarding and go to the Decisions tab. 
Scroll down to the Questionniares section and to the right of the relevant questionniare you should see an Actions drop down. Click on this and then choose the Archive option and then click on OK when asked if you wish to proceed. 




Once archived you will see this banner appear across the top of the supplier. 


    • Related Articles

    • How do I unarchive a questionnaire from a supplier in Supplier Onboarding?

      What is the issue you're facing? I have archived a questionnaire from a supplier but would like to unarchive this. How do I do this? Solution To un-archive a questionnaire go to your supplier record within Supplier Onboarding and go to the Decisions ...

    • Getting started with Supplier Onboarding

      What's the issue you're facing? I have purchased the Supplier Onboarding module and need to set this up but am not sure where to start. What should I do? Solution The below articles should help you understand and navigate setting up your Supplier ...

    • How do I score a questionnaire in Supplier Onboarding?

      What's the issue you're facing? I've been asked to score a questionnaire withn the Supplier Onboarding module. How do I do this? Solution If you have been added as a scorer to a questionniare you will first be notified via an email notification. This ...

    • Supplier Onboarding Event Configuration Checklist

      Before finalising your SIM Dojo onboarding process and inviting suppliers, we recommend checking that you’ve done the following: Essential: Mapped out your current onboarding process and considered whether this could be optimised / improved Top tip: ...

    • What is Supplier Onboarding?

      Seamlessly integrated into our suite of eProcurement solutions, Supplier Onboarding is designed to support fast-paced and effective supplier onboarding. Supplier Onboarding allows you to customise your onboarding processes to ensure that all ...