Initiating Supplier Assessments

You can initiate a supplier assessment from the Supplier Qualification module.

To initiate a supplier 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, use the following procedure:
   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 section, select the assessment template from the list.
   4. In the Supplier field, click browse to select the supplier.
   5. In the Scope section, browse and select the Categories and Organizations. If categories and organizations are added to the template, they get populated in the fields on selection of the template.
   6. In the Supplier sub dimension scope section, browse and select the contract.
      Note: The contract scope is applicable only when the assessment type defines contract usage.
   7. Click Save & next step.
4. In the Define Timeline section, complete the following steps:
   1. Select the date for Deadline for Initiate. It triggers an event and an email is sent to the initiator when an assessment deadline is coming up or overdue for start.
   2. Select the date for Deadline for internal answers. It triggers an event and an email is sent to the internal responder stating that an assessment deadline is coming up or overdue.
   3. Select the date for Deadline for external answers. It triggers an event and an email is sent to the external responder stating that an assessment deadline is coming up or overdue.
   4. Select the date for Deadline for Release. It triggers an event and an email is sent to the releaser that an assessment deadline is coming up or overdue for release.
   5. Click Save & next step.
5. In the Assign Participants section, complete the following steps:
   1. In the Participants box, click Add account participant or click Add group participant.
   2. In the Add Participant section, add a user and provide the necessary information.
   3. From the Roles option, assign role to the user. Click Save & close.
   4. In the Internal Participants section, click Save & next step.
      Note:

      • You must add minimum one account participant and assign the Releaser role to the account participant.
      • Participants that are added in the selected template with specific roles, are automatically added to the assessment.
6. In the Start Assessment section, click Start to begin assessment or select the date and click Schedule.

   If you click Start to begin the assessment, the system prompts you to initiate a Follow-up action. If no follow-up action is defined, 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.