Activ provides you with the option to export a register of your in-progress Supplier Assessments from your system as a CSV file. This file can be stored and printed for use outside of Activ, and can be generated from two locations:
- The Supplier Assessments: Pending Fulfilment register
- The Supplier Assessments: Pending Review register
Note that these CSV files will only include data from the Supplier Assessments that are displayed on the register from which the data is exported. In addition, only the main properties of each Supplier Assessment is included within the file: responses will not be included.
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Export Supplier Assessments that are Pending Fulfilment
To export Supplier Assessments that are ‘pending fulfilment’ (i.e. have not yet been completed by a Supplier), open the Customers & Suppliers: Supplier Assessments area and click on the Pending Fulfilment tab. This will open a register of all Supplier Assessments within your system that are currently pending fulfilment.
Click on the Export button.
The CSV file will automatically download to your computer.
Note that download behaviour is controlled by your browser settings. If the CSV file does not download as expected we recommend that you check your browser settings to ensure that they are correctly configured.
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Export Supplier Assessments that are Pending Review
To export Supplier Assessments that are ‘pending review’ (i.e. have been completed by a Supplier, but have not yet been reviewed by a member of your organisation), open the Customers & Suppliers: Supplier Assessments area and click on the Pending Review tab. This will open a register of all Supplier Assessments within your system that are currently pending review.
Click on the Export button.
The CSV file will automatically download to your computer.
Note that download behaviour is controlled by your browser settings. If the CSV file does not download as expected we recommend that you check your browser settings to ensure that they are correctly configured.
