Creating Bulk Assessments

You can create assessments based on a single template for a large number of suppliers at once through the bulk assessments functionality. You can create bulk assessments when companies carry out similar assessments for many suppliers.

To create bulk assessments, complete the following steps:

1. In the left navigation pane, click Supplier Qualification > Manage Assessments.
2. On the Search Result pane, click Bulk actions > Bulk Create Assessments.
3. On the Bulk Create Assessments page, select the Assessment template. Depending upon the configurations defined in the template, the system displays check boxes to select the scope. The options available are:
   • Create per supplier
   • Create per organization
   • Create per category
4. Select the Scope check box and add the objects.
5. Click Next step.
6. In the Define Assessments section, enter a name for the assessment in the Assessment Title box.
7. If you want to restrict the assessments to certain categories or organization, define the assessment scope in the Scope for assessments box and then click Next step.
8. In the Define Timeline section, set the date for initiating the assessment, responding by external participants, responding by internal participants, and releasing the assessment and then click Next step.
9. In the Finish Create Assessments section, click Create.
10. In the Follow-up section, click Close.