Customers & Suppliers – Supplier Assessments
- Supplier Assessments – Overview
- Supplier Assessments – Dashboard
- Supplier Assessments Templates – Overview
- Create a New Standard Supplier Assessment Template
- Create a New Auto-Approved Supplier Assessment Template
- Supplier Assessment Response Types
- View a Supplier Assessment Template
- Restrict who can Fulfil and Review Supplier Assessments
- Edit a Supplier Assessment Template
- Discard the Current Draft of a Supplier Assessment Template
- Publish a Draft Supplier Assessment Template
- View the Previous Versions of a Supplier Assessment Template
- Disable a Supplier Assessment Template
- Delete a Supplier Assessment Template
- The Supplier Assessment Workflow
- The Pending Fulfilment Tab – Overview
- Create a Supplier Assessment
- View a Supplier Assessment
- Edit a Supplier Assessment
- Send a Supplier Assessment
- Copy the URL of a Supplier Assessment
- Complete (Fulfil) a Supplier Assessment
- Reassign Supplier Assessments to a New Fulfiller
- The Pending Review Tab – Overview
- View a Supplier Assessment that is Pending Review
- Review a Supplier Assessment / Approve a Supplier
- Reassign Supplier Assessments to a New Reviewer
- Delete a Supplier Assessment
- Export Supplier Assessments
- The Assessed Suppliers Tab – Overview
- View Assessed Suppliers / Search for an Approved Supplier
- Delete a Supplier from the List of Assessed Suppliers
- Export the Register of Assessed Suppliers
- The Completed Tab – Overview
- View Previously Completed Supplier Assessments
- PDF a Previously Completed Supplier Assessment
- Delete a Previously Completed Supplier Assessment
- Export the Register of Previously Completed Supplier Assessments
- Raise or Link Improvement Logs to Supplier Assessments
- View and Manage a Supplier Assessment’s Linked Improvement Logs
- Raise a Task from a Supplier Assessment
- View and Manage a Supplier Assessment’s Linked Tasks
- View all Improvement Logs that are Linked to Supplier Assessments
- View all Tasks that are Linked to Supplier Assessments
- Supplier Assessment Alerts, Notices and Reminders