Compliance Officer can create Supplier Compliance Surveys and get them approved. Using one of the Active Supplier Compliance Survey templates, Compliance Officer can initiate Surveys to selected Suppliers
- Each Survey will have the following attributes:
- A survey template that embodies a list of questions
- List of target Suppliers
- Response Due Date. Can also be extended while the Survey is not yet closed
- Automated Emails will be sent to designated Supplier contacts to respond to Surveys by the response due date
- Reminder Emails will also be sent to designated Supplier Contacts
- Designated Supplier contacts will respond to the Survey. From one Supplier, only one Supplier contact can respond to a Survey
- Compliance officers can view the status of responses at any time.
- Non-Compliances will automatically be identified as Risks under Risk Management by MeRLIN
Menu Path: Supply Chain Compliance >> Compliance Surveys
Actions/Operations
- Create New From: Create a new Survey from the existing Survey. A new version of the existing Survey gets created. Modify the changes and submit for approval.
- View: View the survey in read only mode
- Edit: Edit the Survey
- Delete: Delete the survey, can be done only when the survey is in Draft status.
- Mark as Completed: Mark the Survey as completed, post which the supplier will no longer be able to respond to the Survey.
- Add Suppliers: Provision to add new Suppliers to a Compliance Survey (Both ad-hoc and Scheduled Surveys) even after it is published, before it is completed.
- Close: This option is enabled only after we mark the survey as completed. Once it is closed, it will be moved to “Closed Surveys”
- Change Response Due Date: Modify the response due date.
- View Survey Results: Option to view the Survey results.
Also, while viewing the results, there is an ability to manually transfer attachments from Compliance Survey responses into the Supplier document repository. An email will be sent to both the responsible buyer and the supplier when documents are added from surveys. Click on the Attachment and and choose to add to the supplier document repository, by providing the document type and appropriate comments.
- Also, while viewing the results, there is an ability to manually transfer attachments from Compliance Survey responses into the Supplier document repository. An email will be sent to both the responsible buyer and the supplier when documents are added from the surveys. Click in the Attachment and and choose to add to supplier document repository, by providing the document type and appropriate comments.
- You can also download the results in Excel form.
- The graph can be clicked to view the Responded and Not yet responded supplier details and the results can be downloaded in excel form
- You can also View/Edit the Survey responses provided by the Supplier, by clicking on the Action>> View/Edit Survey results.
- Click on the Edit Responses button to start editing the responses provided by the Supplier.
- As you change the answer for any question, you will be asked to provide the reason and description for the change. Any supporting attachment can also be added.
- You can save the changes you have made as draft and once the review is completed, the you can submit the changes. These changes can be tracked by both the buyer as well as the supplier.
Further to view the changes made by the reviewer, click on the track changes icon
Here is a sample of how the changes made by the Compliance Officer will look like.
- View workflow approval status: View the approval status of the survey.