Initiating Supplier Approval Assessment

Procedure

To initiate a supplier approval assessment, complete the following steps:

  1. In the left navigation pane, click Supplier Qualification > Manage Assessments.
  2. In the Search Result pane, click New.
  3. In the Create Assessment section, complete the following steps:
    1. In the Assessment Code field, enter the unique code for the assessment.
    2. In the Assessment Title field, enter the name of the assessment.
    3. From the Template list, select the assessment template.
    4. In the Supplier field, click the Browse link to select the supplier. If categories and organizations are added to the template, then they get populated in the fields on selection of the template.
    5. Click Save & Next.
  4. In the Define Timeline section, select the dates for the Deadline for Initiate, Deadline for internal answers, and the Deadline for Release fields and click Save & next step.
  5. (Optional) Add Participants. For more information on adding participants, see .
  6. In the Start Assessment section, click Start to begin the assessment or select the date and click Schedule.

Results

If you click Start to begin the assessment, the system prompts you to initiate the Follow-up action. If no follow-up action is defined then the default follow-up option of answering the questionnaire gets initiated. If you are the respondent, then the questionnaire opens for you to answer, else the Answer task gets initiated for the respective user.

The Answer page shows the Previous Registrations and Assessments section that has the suppliers registration and past assessment.

What to do next

After an Approval Assessment has commenced the following tasks are performed by the assigned users:
  1. Answer Questionnaire by clicking Answer in the Follow-up section.

    After you have responded to the questionnaire, the Finish Questionnaire section appears for you to confirm that you have finished answering. After you confirm about finishing the questionnaire, you cannot make any changes to the answers.

  2. Finish Answering by clicking Finish in the Finish Questionnaire section.

    After you have confirmed responding to questionnaire, the Follow-up section appears to Release the supplier approval.

  3. Release the Assessment by clicking Release in the Release Assessment section.
Parent topic: Supplier Approval