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Administrator Guide
Last Updated: 2023-06-23
Add a Scorecard to Supplier Forms

Add a Scorecard to Supplier Forms

Set up supplier forms with suppliers and stakeholders.
Sourcing teams can:
  • Include scorecards on supplier forms for suppliers to self-assess.
  • Compare self-assessment scores from suppliers with stakeholder scores.
  1. Access the
    Forms
     tab on a project.
  2. On the
    Manage Visibility
     prompt, select
    Include Scorecard for Suppliers
    .
  3. Click
    Publish
    .
  4. To make the scorecard visible to the stakeholders, select a due date for the
    Stakeholder Scorecard
    , and click
    Prepublish
    .
    Pre-publishing automatically enables stakeholders to begin scoring supplier responses as soon they receive them, eliminating the need for the sourcing team to send the scorecard to the stakeholders manually.
The supplier can score themselves on the supplier form.
On the supplier form, the supplier can:
  • Score themselves by selecting
    Edit
     in the
    Scorecard
     section.
  • Submit the form for review by selecting
    Submit Review
    .