Users who only have Vendor Pulse Check (VPC) roles have no access to menus relating to contract and workflow management. If a user requires access to these areas, they should be assigned a contract role as well.
A Survey Respondent can open, view, and modify their assigned pulse check survey form to evaluate the performance of the vendor/provider.
A Survey Initiator can create and manage the campaigns to ensure the correct VPC survey forms are sent to the Survey Respondents. Note that this role does not have access to contract files. If a Survey Initiator needs access to contracts, assign them a Contract Moderator Role.
A Survey Reviewer can open, view, and submit a review of their assigned pulse check survey form to review the work of the Survey Respondent.
A Survey Moderator has read-only access to any assigned VPC survey forms so they can monitor the results.
An Admin can access, set up, and manage campaigns and surveys, and perform tasks on behalf of the Survey Initiator.
Create Vendor Pulse Check custom fields
Edit Vendor Pulse Check custom fields
Create Vendor Pulse Check form templates
Edit Vendor Pulse Check form templates
Create a Vendor Pulse Check campaign
Edit a Vendor Pulse Check campaign
Cancel a Vendor Pulse Check campaign
View all in-progress, cancelled, and completed workflows
View own assigned workflows
Record and manage own workflow comments
Add and manage own attachments on assigned workflows
Manage attachments added by others on assigned workflows
Add and manage any attachment on any workflow
View Vendor Pulse Check forms in workflows
Edit Vendor Pulse Check forms in workflows
Submit reviews on assigned workflows
See the Vendor Pulse Check worklist
See the vendor and provider directories
Create and edit vendor and provider records
See the user directory
Create and edit user profiles
See the dashboard
Build and schedule reports
See external links
Access the knowledge base via Help
See contract summary pages.
Open contract files
See Organization Management (External Links, Approved Language, Workflow Templates, Form Templates, Custom Fields, Contract Request Question)
Edit Organization Management
Edit the organization tree (Location hierarchy)
See Application Settings
Edit Application Settings