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Configuring evaluations through methods

 

Prerequisites

  • Previously created evaluation method.
  • Access to the Configuration > Supplier: Category (SL005) menu.

 

Introduction

Evaluations referring to suppliers created in the system are performed to ensure reliability. 

The evaluation methods added through the Configuration > Supplier evaluation: Evaluation method (SL007) menu can be used to evaluate suppliers.

See how to configure evaluations using methods below:

 

Configuring an evaluation

1. Access the Configuration > Supplier: Category (SL005) menu and click on the button.

2. Enter an ID # and a name.

3. Access the Electronic file tab and fill in the Complex file container and Path fields.

4. In the Evaluation tab, click on the Perform evaluation button.

5. Select the "Evaluation method" option in the Evaluation type field.

6. In the Evaluation method field, select the desired evaluation method.

7. In the Responsible team field, select the team that will be responsible for the evaluation.

8. Fill in the fields of the Execution deadline section and set the period for the evaluation to be executed.

9. In the Recurrence pattern section, configure how often the evaluations will be sent to the responsible team.

10. In the Range of recurrence section, enter the start date of the evaluations.

11. Lastly, click on the button to save the changes.

 

Conclusion

Thus, we have configured an evaluation using a method. This evaluation must go through the execution step in order to be viewed later on.


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