To create a Vendors Evaluations record:
- Navigate to the Company Workspace tab. Ensure that you are in the User mode.
- Expand the Company Logs node, and select Vendor Evaluation. The Vendor Evaluation log opens.
- From the BP log page, click Create.Complete the Upper form according to the Upper form table below. You must enter a value in all required fields before you can send the form.
- In Workflow Actions select the workflow action to take. In this case, your selection is Submit. This action activates Action Details.
- In Action Details, select who should receive the record.
- Click To... The User/Groups picker opens and displays a list of available task recipients.
- Select the user or group who will receive the task on the next step.
- Click Add.
- Click OK. The User/Group picker closes and the selection appears in the To field. Upon sending, the record will appear in the recipient's Tasks log.
- (Optional) Click Cc... and follow steps a - d. The record will appear in the recipient's Notifications log.
- Click Send to route the record to the Approval step. Unifier displays a message stating that the record has been submitted successfully.
Upper Form
In this field | Do this |
|---|---|
Record Number | This is a read-only field that Unifier populates the first time you send the form to the Approval step. |
Title* | This is a required field - Enter up to 50 alpha-numeric characters to identify the record. |
Creator | This is a read-only field that identifies the person that created the record. The field appears as a link to the creator's contact information. |
Creation Date | This is a read-only field that Unifier populates when you first send the form to the next step in the workflow. |
Due Date | This is a read-only field. Due Date is pre-populated and reflects the number of days you have to finish routing the record. If the record becomes late, Unifier displays the record Title in bold red. |
Status | This is a read-only field that Unifier populates when you send the form to the next step in the workflow. |
Selected Vendor* | This is a required field - Select the vendor using the Vendors picker. |
Vendor Name | This is a read-only field that Unifier auto-populates from the Vendor record. |
Vendor Type | This is a read-only field that Unifier auto-populates from the Vendor record. |
Address 1 | This is a read-only field that Unifier auto-populates from the Vendor record. |
Address 2 | This is a read-only field that Unifier auto-populates from the Vendor record. |
Address 3 | This is a read-only field that Unifier auto-populates from the Vendor record. |
City | This is a read-only field that Unifier auto-populates from the Vendor record. |
State/Province | This is a read-only field that Unifier auto-populates from the Vendor record. |
Zip/Postal Code | This is a read-only field that Unifier auto-populates from the Vendor record. |
Country | This is a read-only field that Unifier auto-populates from the Vendor record. |
Primary Contact | This is a read-only field that Unifier auto-populates from the Vendor record. |
This is a read-only field that Unifier auto-populates from the Vendor record. | |
Phone | This is a read-only field that Unifier auto-populates from the Vendor record. |
Fax | This is a read-only field that Unifier auto-populates from the Vendor record. |
Timely Completion | Select your assessment from the drop-down menu. |
Comments | Enter your comments, up to 4000 characters. |
Quality of Job | Select your assessment from the drop-down menu. |
Comments | Enter your comments, up to 4000 characters. |
Cleanliness of Job Site | Select your assessment from the drop-down menu. |
Comments | Enter your comments, up to 4000 characters. |
Cost Management | Select your assessment from the drop-down menu. |
Comments | Enter your comments, up to 4000 characters. |
Compliance with Policies & Procedures | Select your assessment from the drop-down menu. |
Comments | Enter your comments, up to 4000 characters. |
Would you hire again? | Select either Yes or No from the drop-down menu. |
Was contract terminated for cause? | Select either Yes or No from the drop-down menu. |
Overall Evaluation | Enter your comments, up to 4000 characters. |