Creating a supplier evaluation template

For supplier evaluations, create a template to use to evaluate qualified suppliers.

To create a supplier evaluation template

  1. Access Setup > Supplier Performance Evaluation Templates.
  2. From the Actions menu, select Create.
  3. Select a Supplier Group and type a Name for the template.
  4. From the Actions menu, select Save.
    Note: 

    Make sure the Active field is selected. You cannot create categories or criteria if the template is inactive.

  5. Define categories. You must have at least one category.
    1. In the Categories area, select Create from the Actions menu.
    2. In the Category field, type the category name.
    3. In the Weighting(%) field, type the category weighting.

      Indicate what percent of the total score the category should represent. The template's weighting for all categories should total 100 percent. You don’t have to have weighting for all the categories in a template add up to 100 percent initially, but when you set the template as current later in the process, the system will check to ensure that all categories total 100 percent.

    4. In the Actions menu, select Save.
  6. Define criteria. You can define one or more criteria for each category.
    1. In the Criteria area, select Create from the Actions menu.
    2. Optional. Type a description of the criteria to assist in the evaluation process.
    3. Optional. Edit the scoring guidance.

      Guidance allows you to clarify how the score was determined if based on specifics. For example, exceeds expectations (90%+), Above expectations (80% - 90%) , and so on.

    4. In the Actions menu, select Save.
  7. Optional. Change the display order of categories or criteria.
    1. Highlight the categories or criteria you want to reorder.
    2. In the New Display Order column for each item, type the new display order.
    3. From the Actions menu, select Save.
  8. When the template is complete, you can set it to be the Current template.

    • Select the Current Template for Evaluation field to set the template as the one that displays when an evaluation is started for a supplier. When you select this field, the system will check that all categories that are active total 100 percent.

    • Select the Current Template for Scores field to set the template to be used for scores displayed on the Performance Analysis tab of the Suppliers page.

    When you set the Current Template fields, the system records the time when the template was designated as the evaluation or scoring template.

  9. From the Actions menu, select Save.
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