You can initiate a supplier evaluation either from the Supplier Profile or the Evaluation Management. The steps are the same for both approaches.
First, click on "New Evaluation".
In the pop-up that appears, select the appropriate type of evaluation you wish to conduct. In our example, choose "Standard" and then click on Next.
Now, choose between Individual Evaluation and Campaign. In an individual evaluation, you assess only one supplier. In a campaign, you can evaluate multiple suppliers in the same way and directly compare them.
Next, search and select the supplier(s) (in the case of a campaign) you wish to evaluate using the search field, and then click on "Next."
Lastly, you can provide some additional information and must select the evaluator(s). Then, click on "To the questionnaire selection".
You are now entering the questionnaire editor. Your options here will depend on the settings chosen by your company. Typically, the evaluation type you selected earlier already includes a questionnaire template.
You can perform the following actions (depending on permissions and settings):
- You can modify the evaluation settings again on the left-hand side.
- In the case of a campaign, you can add more suppliers at the bottom.
- Clicking "Start Evaluation" initiates the evaluation.