View a Supplier Assessment Template

To view a Supplier Assessment template, open the Customers & Suppliers: Supplier Assessments area and click on the Templates tab. This will open the main Supplier Assessments: Templates page, which houses a register of all the Assessment templates that are currently in your system.

By default, Supplier Assessment templates are displayed chronologically by their Product/Service (i.e. template title), and there are no filtering options available to change this.

To view a template, click on its Product/Service title.

The template will open on its Details tab, which will display all of the template’s key settings.

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