Prerequisites

• Access to the Configuration > Supplier > Category (SL005) menu.
• Survey template configured in SoftExpert Survey.
• Previously created category.
• Previously created quality level.

Introduction

The supplier evaluation can be performed according to two templates: one in which the supplier performs a self-assessment through a survey from SoftExpert Survey, and one in which the evaluation is performed by an internal team of the organization.

This article will describe the evaluation through a survey. 

This evaluation is configured in the supplier category, in which it is possible to define the survey template, the evaluation submission frequency, the retroactive submission of surveys, and other options.

See below an example of this configuration: 
 

Configuring the evaluation in the category

Conclusion

This article has taught you to configure the evaluation in the category. Thus, once the date is reached, the system will send an evaluation via survey to all suppliers with a default contact that has a registered e-mail address.