Performance Evaluation Template

The Performance Evaluation template contains a header row and then each subsequent row represents a supplier evaluation. The Performance Evaluation import supports the Standard and Standard with coordination workflow types. In case of coordination workflow, no Coordinator participant is assigned.

Header Row

Code,TemplateCode,EvaluationTitle,SupplierCode,CategoryCode,OrganizationCode, RegionCode,VolumeValue,Status,ValidFrom,ValidUntil,Responsible,Evaluator,Releaser, Administrator,Viewer,Attachments,<Criterion codes Answer, Comment, Attachment>

where, <Criterion codes Answer, Comment, Attachment> are comma separated values in the <Criterion_Code>-Answer,<Criterion_Code>-Comment,<Criterion_Code>-Attachment format.

Header Row Values

Field Mandatory or Optional Value
Code Optional Evaluation code. It must be either empty or unique.

If the field is empty and no value is entered, the system generates a code.
TemplateCode Mandatory The template code on which the evaluation is based.
EvaluationTitle Optional Evaluation title.
SupplierCode Mandatory The supplier who is evaluated in the Supplier Qualification module.
CategoryCode According to the selected type The category scope of the evaluation. In case of multiple codes, you must use the "|" delimiter.
OrganizationCode According to the selected type The organization scope of the evaluation.
RegionCode According to the selected type The region scope of the evaluation.
VolumeValue According to the selected type The turnover value of the organization.
Status Mandatory The status must be Released. If the status entered is other than Released, the record fails.
ValidFrom Mandatory The start date of the evaluation. The format is MM.DD.YYYY
ValidUntil Mandatory The end date of the evaluation. The format is MM.DD.YYYY
Responsible Mandatory Internal participants who are assigned the Responsible role.
Evaluator Mandatory Internal participants who are assigned the Evaluators role.
Releaser Mandatory Internal participants who are assigned the Releaser role.
Administrator Optional Internal participants who are assigned the Administrator role.
Viewer Optional Internal participants who are assigned the Viewer role.
Attachments Optional List of attachments in the assessment. The files must be in the following format:

<filename:title|filename 2:title2|filename3:title3>

where,

filename = attachment name

title = attachment title

The files must be included into the .zip file that is imported.
<Criterion codes Answer, Comment, Attachment> (comma separated values According to the configuration of criteria The following values must be entered:
  • {CriterionCode}-Answer: Answer for the criterion.
  • {CriterionCode}-Comment: Comment entered for the criterion. It depends on the configuration of the criterion.
  • {CriterionCode}-Attachment: Attachment of the criterion. It depends on the configuration of the criterion. The files must be in the following format: <filename:title|filename 2:title2|filename3:title3> where,

    filename = attachment name

    title = attachment title

    The files must be included into the .zip file that is imported.
You must consider the following points while importing the Criteria in the Performance Evaluation template:
  • The CSV file must contain all the criteria from the scorecard.
  • The Answer field is mandatory for each criterion.
  • The values must be entered as per the criterion that is configured.
    For example, if the Scorecard contains three criteria with codes 1, 2, and 3 with the following values configured:
    • Criterion with code 1 configured with the “Allow comment” option that is selected.
    • Criterion with code 2 has the “Allow attachments” option selected.
    • Criterion with code 3 has the "Allow comment" and "Allow attachments" options selected.
    then the header row must be

    Code,TemplateCode,SupplierCode,CategoryCode,OrganizationCode,RegionCode,VolumeValue, EvaluationTitle,ValidFrom,ValidUntil,Responsible,Evaluator,Releaser, Administrator,Viewer, Attachments,1-Answer,1-Comment,2-Answer,2-Attachment,3-Answer,3-Comment,3-Attachment

Answer Formats
The following answer formats are applied to different answer types in the CSV file:
Table 1. Answer Formats
Answer Type Format
1. Number <any float, separator is point>
2. Set of possible answers <title on default language (if selected)>
3. Text <any string>
Note: To set ‘Not applicable’ answer, in CSV it must be formed as “n/a” or “N/A”.

The following csv file is used:

TemplateCode,SupplierCode,CategoryCode,OrganizationCode,RegionCode,VolumeValue,EvaluationTitle,ValidFrom,ValidUntil,Responsible,Evaluator,Releaser,Administrator,Viewer,Attachments,Criterion_Code_1-Answer,Criterion_Code_2-Answer,Criterion_Code_2-Comment

TemplateCode,SupplierCode,CategoryCode,OrganizationCode,RegionCode,VolumeValue,EvaluationTitle,ValidFrom,ValidUntil,Responsible,Evaluator,Releaser,Administrator,Viewer,Attachments,Criterion_Code_1-Answer,Criterion_Code_2-Answer,Criterion_Code_2-Comment