What is the Unified Supplier View?
The Unified Supplier View is a new table view within the Rapid Ratings Portal, that allows you (The Primary User) to view your supplier information from your FHR, Healthmark List and Outreach Status Reports.
This article aims to give further descriptions of the functionality of the table, including newly added columns, sort, filter and export capability.
How to Access the Unified Supplier View
From the Home Page, you will see a new banner (screenshot below)
Click the "Click here to access USV" button, and your list of suppliers will load in the table (screenshot below).
Table Features
Search:
Search Capability exists to search for your Suppliers
- You must enter in at least 3 characters before clicking the search button.
- To clear your search, backspace or use the X in the top right hand corner of the screen.
- Search results will be displayed alphabetically and can be further filtered using the Filtering Options.
- Search types include "supplier name" and "last used supplier ID"
Sort:
Sort Capability exists to allow you to sort your Suppliers by:
- Company Name
- Country
- FHR, FHR Financial Period, FHR Release date
- Intro Sent Date
- Healthmark, Helathmark Updated
- Release Manager
Filters:
Top Level Filters - top level filters make filtering your suppliers quick and easy.
Side Menu Filters:
From the menu button on the top right of the screen, click the "Filters menu" button to display all your Filtering Options.
Filtering options here include the same filters as the Top level filters with 2 additional Filters, "Rating change" and "Relationship Manager".
Export Capability:
Export Full List
The full list of Supplier results can be exported in a CSV format using the "Export Full List" option (see below).
- Click "Export Full List".
- The yellow R indicates the report is downloading.
- The file downloads in CSV format and the download date will be shown in the filename.
- Once complete, a message will display that ‘The download list has been successful’.
How are your Suppliers displayed and what Supplier information is provided?
Read this article to find out
What's Next?
New Functionality is constantly being added to the Unified Supplier View.
The next release will deliver:
- Export Filtered List
- Filter by company type
- Additional tool tips
- Addition of the Target company name for Rated Companies
- Addition of counterparty contact e-mail/domain
What's Later?
Access to the USV via the Client API