In this section, we will see how to create a new Supply Chain Compliance survey template.
Menu Path: Supply Chain Compliance >> Compliance Survey Templates – Create New
Under the General tab, provide the template name and detailed description and choose the Organization Unit. Also, choose the languages of the Questions. The supplier will be shown the questions in the User Profile language, if available for the selected survey. In case of the absence of Questions in the Supplier User Profile Language, the questions will be displayed in the Default Language.
Choose the compliance criteria- Choose from the following options, how you want the Supplier to be evaluated based on their responses to questions. You can choose one or more of the following options.
-
- Knock Out answer based: Even if the supplier chooses one non-compliant answer, the supplier will be non-compliant.
- Total Score Based: The compliance will be calculated based on the total score obtained by the Supplier.
Add questions by clicking on the Add Question button.
Provide the details of the question. You also have the provision to define the compliance/non-compliance options using the compliance indicator option. You also have the provision to move the questions up/down and rearrange the order of the questions. For Single choice questions, provide the marks for each option in the Answer List.. The sum of weights is displayed on the Questions page above the questions displayed.
After filling in the details in the default language, switch tabs and move to the next language to enter the question in that language. Also, for each option you have the option to Create Widget. Checking this Create Widget option will create a widget which will consolidate the count of responses with this choice. These widgets can then be added to Dashboard.
Conditions Tab: If you enable the branching option, for each option you select for a question you can choose whether to Continue to the next Question or Go to the End of Survey or Go to any Specific Question available in the template.
Now submit the template for approval by choosing the approvers for each role.