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Administrator Guide
Last Updated: 2023-06-23
Create Supplier Performance Reviews and Surveys

Create Supplier Performance Reviews and Surveys

Create suppliers.
You can:
  • Assess and record supplier performance.
  • Create and track
    Performance Reviews
     and
    Action Items
    .
  • Standardized review templates.
  1. Create a new
    Project
     and select
    Performance Review
     for
    Project Type
    .
  2. Select
    Project > Reviews
     on the
    Project
     menu and click the
    New
     button.
  3. In the
    Performance Reviews
    window, search for a
    Performance Review Template
     or select the
    Add a Blank Review & Start from Scratch
     check box.
  4. Click the
    Add
     button.
  5. Access
    Supplier Survey
     from the
    Reviews
     menu.
  6. Your sourcing team can set up
    Supplier Questions
    , include a
    Scorecard
    , and add
    Worksheets
     for your supplier to complete on the
    Build Your Supplier Survey
     section.
  7. To view supplier historical performance, navigate to
    Suppliers
     on the
    Navigate
     drop down menu and select a supplier.
  8. Select
    Performance Reviews
     from the
    General Profile
     menu.
You can view the past performance of your suppliers.