This article is written for Clients who have experience creating and assigning Journeys in Qualee.

If you are new to Qualee, we suggest that you read our Introduction to Journeys article before you proceed.

Another use case for the Qualee Journey other than preboarding, onboarding, learning, and offboarding, is that you can also use it to deliver a structured educational journey to your third party vendors.

Most procurement departments require certain processes to be followed and information to be submitted before a prospective vendor can begin providing their goods or services to their company.

This is often completed online through an exchange of emails, from reading vendor guidelines to filling out forms, answering questions, or submitting certifications and documents. Some may even require onsite participation such as seminars, or training on how to use their specific vendor management platform.

In Qualee, we can make the vendor experience as seamless as possible through Journeys.

Similar to the Employee Account creation process, you can create accounts for your vendors either Manually or in Bulk via .csv file upload

Note: You can create a custom "Content Profiles" through the Library page exclusive to your prospective vendors where you can add/upload information and document that you wish the vendors to see. i.e. Vendor Guidelines, Checklist, etc.

Once you've filled out the vendor information, in the Employment type field select Vendor and proceed to save by clicking on the Add employee button.

Once a vendor record is created, the vendor will receive an automated email of their default username and password and a link to download the Qualee App.

On the Journey Page, go to the Vendor Journey created and click on the ellipsis button and select Invite employees.

Next, type in the name(s) of the prospective vendor(s) in the input field then click on Invite employees.

And that's it, vendors can now complete the assigned Journey via the Qualee App or via Web QR.

Mobile App:
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Web QR:
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