Creating categories for supplier performance evaluation templates

You must define at least one category and one criterion on performance evaluation templates. You can create as many categories and criteria as you require for evaluation.
  1. Select Contracts > Processing And Reporting.
  2. On the Contract Evaluations pane, click Performance Evaluation Templates.
  3. Open a performance evaluation template record.
  4. To set the template as the default, select the Current Template For Supplier Evaluations check box, the Current Template For Supplier Scores check box, or both.
  5. In the Categories section, click Create.
  6. Specify the Category and Weighting percent.

    Weighting values indicate the proportion of each category in relation to the total score, which must be 100.000%.

  7. In the Criteria section, click Create.
  8. Specify a Criteria and provide a Description.
  9. Optionally, under the Labels field in the Scoring Guidance section, specify a label to show beside these scoring levels:
    • Does Not Meet Expectations
    • Below Expectations
    • Meets Expectations
    • Above Expectations
    • Exceeds Expectations
  10. In the Rules field of the Scoring Guidance section, select whether to require an attachment, a comment, or both for each scoring level.
  11. Click Save.