Add a Supplier Full Assessment Record
Note: Full Assessment Templates or Programmes must be set up first in the Supply Chain Management module before a Supplier Full Assessment Record can be created. Click here to access the article on setting up Full Assessment Template and here to access the article on setting up Supplier Full Assessment Programmes.
A Supplier Full Assessment Record can be added in four ways. Below are the steps that must be carried out in order to add a Supplier Full Assessment Record. Expand each step below for further explanation.
Option 1: Using the 'Add Assessment Program>Add Full Assessment Supplier Programme' Button within the Supply Chain Management Module
To create a new Supplier Full Assessment Programme and automatically generate a Supplier Full Assessment from said Supplier Full Assessment Programme use the 'Add Assessment Program>Add Full Assessment Supplier Programme' buttons. Once the Assessment Programme Page is 'Save & Submitted', the Full Assessment Record can be accessed from the 'Actions' tab of the Supply Chain Management module.
Tip: For further details on completing the Assessment Programme Page, see here for Supplier Full Assessment.
Image: Navigation to Supply Chain Management, Clicking 'Add Assessment Program>Add Full Assessment Supplier Program' Buttons
Image: Completing the Assessment Programme Page for a Supplier Full Assessment
Image: Full Assessment Record Generated and Placed in Actions Tab
Image: Blank Supplier Full Assessment Record
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 1 will result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action in the Details workflow stage without the User needing to 'Save' the first workflow stage.
Option 2: Using the 'Add Record>Add Full Assessment Supplier' Button within the Supplier Chain Management Module
To manually add a Supplier Full Assessment Record in the Supply Chain Management module, click the 'Add Record>Add Full Assessment Supplier’ button. A pop up will appear on screen prompting you to select the Full Assessment Programme to create the Full Assessment Record from. Using the dropdown, or typing into the box, locate your preferred Full Assessment Programme and click 'Create'. Once created, the Full Assessment Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigating to Supply Chain Management, Clicking 'Add Record>Add Full Assessment Supplier' Button
Image: Full Assessment Programme Pop-Up Screen
Image: Selecting the Full Assessment Programme to create the Full Assessment Record from
Image: Clicking the 'Create' Button to generate a New Full Assessment Record
Image: Blank Full Assessment Record
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 2 will not result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action.
As the Full Assessment Record raised is not automatically placed in the Actions Tab, the User must click the 'Save' button to place the Full Assessment Record in the Actions Tab as an Open Action in the Details workflow stage.
Option 3: Using the 'Add Record>Add Full Assessment Supplier' Button in Supplier Master Data Page
To manually add a Full Assessment Record in the Supplier Master Data page, click the 'Add Record>Add Full Assessment Supplier’ button. A pop up will appear on screen prompting you to select the Full Assessment Programme to create the Full Assessment Record from. Using the dropdown, or typing into the box, locate your preferred Full Assessment Programme and click 'Create'. Once created, the Full Assessment Record will not be placed into the 'Actions' tab until you have clicked either the 'Save' or 'Save and Submit' buttons.
Image: Navigation 'Master Data>Contacts' and 'Suppliers' Tab
Image: 'Add Record>Add Full Assessment' Button on Supplier Overview Page
Image: Full Assessment Programme Pop-Up Screen on Supplier Overview Page
Image: Selecting the Full Assessment Programme to create the Full Assessment Record from, on Supplier Overview Page
Image: Clicking the 'Create' Button to generate a New Full Assessment Record on Supplier Overview Page
Image: Blank Supplier Full Assessment Record
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 3 will not result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action.
As the Full Assessment Record raised is not automatically placed in the Actions Tab, the User must click the 'Save' button to place the Full Assessment Record in the Actions Tab as an Open Action in the Details workflow stage.
Option 4: Using the 'Scheduler' within the Full Assessment Programme
If the Scheduler has been set within the Supplier Full Assessment Programme, Supplier Full Assessments Records will open at the frequency selected. Therefore, Supplier Full Assessment Record will be automatically generated by system when the Scheduler frequency has been reached. The Supplier Full Assessment Record can be accessed from the 'Actions' tab of the Supply Chain Management module.
Image: Full Assessment Supplier Programme Scheduler
Image: Full Assessment Supplier Record in First Stage
Note: For further explanation on how to complete the Workflow Stages of the Full Assessment Record, see here.
Option 4 will result in the Full Assessment Record being automatically placed in the Actions Tab as an Open Action in the Details workflow stage without the User needing to 'Save' the first workflow stage.
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