This appendix consists of the following topics:
Initially, the Purchase and Risk script asks for the customer name, and whether the customer has a purchasing manual. Customers who have purchasing manuals are then asked for details of their purchasing manual. All customers are asked to provide risk information.
The panels for the script are the following:
Please answer the following questions.
Customer Name ______________
Do you have a purchasing manual?
Yes
No
Please answer these questions about your purchasing manual.
What content is described in your purchasing manual? (check all that apply)
Procedures on purchase requisitions
Procedures for purchase orders
Procedures for approval for payment
How often is the purchasing control content updated?
Each time a procedure changes
Quarterly
Annually
Please answer the following question.
At which level is ownership of risks established?
Department
Site
Individual person
This section is designed to illustrate the main pages involved when you start to create the Purchase and Risk Script using the wizard.
The topics in this section are as follows:
Enter the following in the Define Script Properties page:
Column | Value |
---|---|
Script Name | Purchase and Risk Script |
Description | This script will be used as a risk assessment survey for procurement. |
Language | AMERICAN |
Click Next.
In the Panel Manager, click Create.
Enter the following in the Define Panel Information page:
Column | Value |
---|---|
Panel Name | Introduction |
Panel Text | Please answer the following questions. |
Panel Text Style | Default |
Text Alignment | Left |
Question Alignment | Left |
Exit Panel Sequence | Go to a specific panel (ADVANCED) |
Click Next.
Enter the following in the Set Destination Panel page:
Column | Value |
---|---|
New Placeholder Panel | Yes |
Placeholder Panel Name | Risk Information |
Click Next.
In the Question Manager, click Create.
Enter the following in the Define Question Main Properties page:
Column | Value |
---|---|
Question Name | Name |
Question Label | Customer Name |
Type | Text |
Enter the following in the Define Question Detail page:
Column | Value |
---|---|
Is an answer mandatory? | Yes |
Click Next.
In the Question Manager, click Create.
Enter the following in the Define Question Main Properties page:
Column | Value |
---|---|
Question Name | Purchasing Manual |
Question Text | Do you have a purchasing manual? |
Type | Radio Button |
Click Next.
In the Answer Manager, click Create.
Enter the following in the Define Answer Choice page:
Column | Value |
---|---|
Answer Value | Yes |
Answer Label | Yes |
Should this be the default answer for this question? | No |
What should happen when the user selects this answer choice? | Go to a specific panel (ADVANCED) |
Enter the following in the Set Destination Panel page:
Column | Value |
---|---|
New Placeholder Panel | Yes |
Placeholder Panel Name | Purchase Manual Details |
Click Next.
This section shows a sample of the Manager pages when all the script objects for the Purchase and Risk Script have been created.
The Script Manager page that follows shows all scripts, including the Purchase and Risk Script
.
The Panel Manager page that follows shows the three panels of the Purchase and Risk Script.
The Question Manager page that follows shows the questions defined for the Introduction Panel.
The Answer Manager page that follows shows the answer choices defined for the answers for the Purchasing Manual question in the Introduction panel.