Purpose
You can use a Vendor Evaluations record to document vendor performance in consideration of future work.
Business process characteristics
The Vendor Evaluation is a company-level business process without line items but with workflow. You can create multiple Vendor Evaluation records for your company; each record specifies one vendor. Integration is defined. An individual help file is available for this business process.
Groups associated with this business process
Creator, Reviewer, All Company Users
Statuses
Pending (non-terminal status), Approved (terminal status), Rejected (terminal status), or Canceled (terminal status)
Additional Information
- Enabled for mobile devices.
- The Administrator can upload the business process help file in business process set up, where it is viewable in the business process log Help menu.
- Step completion policy and resolving actions can differ between steps.
- Enabled for integration.
- Enabled for publish path.
Files attached to business process forms or to line items will be automatically published to pre-defined folders in Unifier's Document Manager. Attachments in company-level business processes will be published to specified folders in Company Documents and those in project-level business processes will be published to folders in a project's Documents log.
Benefits
In Unifier, files that are attached to a business process form or to its line items from your computer or local system are uploaded, by default, to the Unpublished Documents folder in Document Manager when sent to the next workflow step or by clicking Submit in non-workflow business processes. It requires administrators to publish them from there to the Documents folder. By establishing a publish path, file attachments are directly published to pre-designated folders in the Document Manager for team members to view, comment and collaborate.
Location
To view the published file attachments of a project-level business process record: In a project's Navigator, click Document Manager and select Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.
To view the published file attachments of a company-level business process record: In the Company Workspace Navigator, click Document Manager and select Company Documents. In the Folder panel, locate the pre-defined folder with the same name and view the published documents.