Manage Responders

Overview

A responder is an individual or entity that has been invited to participate in a Request project by submitting responses to questionnaires or other required documents. Their status can range from not invited to having submitted a response, and they can be managed and tracked through various stages of engagement.

Adding responders (vendors)

1. Navigate to Request Projects page.

2. Select Responders from the left menu.

3. Click Add Responders.

4. The Create New Responders section appears with Create and Upload tabs.

5. To create a responder manually, click Create (which is open by default). Enter the responder details and click Add.

6. To add responders in bulk , click Upload.

7. Download the Excel template.

   Note: You can also upload your own file if it follows the same structure as in the template and includes all mandatory fields.

8. Update the template with the responder details.

9. Click Select File and browse to the file, or drag and drop the file into the upload area.

   Note: The new Responders are automatically added to the responder directory. They are available in the Directory for future projects.

Managing responders

You can effectively manage the responder details, ensuring that all relevant information is accurately recorded and easily accessible for future reference. This includes updating contact information, deleting responder, and view activity logs.

To manage the responders:

1. Navigate to Request Projects page.

2. Select Responders from the left menu.

3. Identify and select the Responder.

4. Click the three dot icon (More Options).

5. Select the required option:

   1. Edit - enbales you to update responder details.

   2. Delete - to delete a responder permanantely.

   3. Activity Log - displays all the activities of the responder.