Vetting settings and exports

Choose whether only prequalified providers go on a site, which question set new providers are asked to complete, and whether to ask for modern slavery statements. Download any vetting list as CSV.

1 min readLast updated

Applies to: Provider Vetting · Admin

Only admins change these. Open Vetting, then Settings.

The settings

  • Only put prequalified providers on a site. Someone whose prequalification isn't current can't be added to a site, and an import holds them off the site until they are. To show it in their status too, add Prequalified (current) to your requirements.
  • Ask new providers to prequalify (requests and imports). The published question set chosen for you when you approve a join request or import a list (or Not by default). You can change it each time.
  • Ask every provider for a modern slavery statement each financial year.
  • Select Save.

Exports

Select CSV on Prequalification, Panels, Jobs, Ratings, Payment claims or Modern slavery for that list. Anyone who can read vetting records can download them; each download is recorded in Who looked at what and the audit log.

Vetting records also go into evidence packs: a provider's own pack and your whole-organisation pack.
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