Vendor Compliance Requirements

Fexa helps you to manage vendor compliance based on your specific requirements. We house insurance policies and can send out automatic notifications prior to expiration to ensure your vendors have adequate time to update their policies. We assign statuses to vendors based on the requirements which gives you control over dispatching work to anyone who does not meet the compliance requirements.

To view all of the vendors (active or inactive) on your site, select Vendors from the menu. 

To view a vendor, double-click on any of the records. 

Vendor Workflow:

Fexa sets up a Vendor Workflow, example below, that will automatically move vendors into the correct status based on meeting or not meeting the compliance requirements. 

Certain users will also have the ability to Deactivate or Activate a Vendor via the workflow button. 

Inactive Vendors: You cannot assign (manually or automatically) an Inactive Vendor to an Assignment or Programs. For existing Programs that have an inactive vendor, it will not create that assignment. 

To view a vendors compliance, check the Compliant column. It will simply say Yes or No. 

Under Vendors, you will find a list of Insurance Policies. 

To add a new policy, select the + in the top right hand corner. 

Select a Policy Type, the Insured (Vendor), the Policy Number, and the Effective/Expiration Dates. 

Select SAVE. 

When a policy expires, the policy will be flagged. 

To update a policy, double-click on it and enter the new information. 

The Vendor's workflow will be in an "EXPIRED (NOT COMPLIANT)" status. Depending on your sites settings, you may not be able to use the vendor until they are compliant. 

From this point, you can create a list of your Non-Compliance vendors for ease of management. Vendors can either update their insurance policy information or send that over to you to add back into Fexa. Once the policy is updated with the new dates and saved, the automatic workflow will move them back to an Active.