How Qualifications Are Evaluated

Once you have accepted the responses, they're ready for evaluation.

Evaluating a Qualification

After all responses from a supplier or supplier site have been accepted, the next step it to evaluate them. Evaluators see entries in their watchlists and Ready for Evaluation infolet. Clicking the link takes you to the Manage Qualifications or Manage Assessments page.. The Manage Qualifications page, lists the qualifications that can be evaluated. The Manage Assessments page lists the assessments that can be evaluated. If there is an assessment ready for evaluation, then for this assessment initiative (which includes both qualifications and an assessment), you must evaluate all the qualifications first before evaluating the assessment. To begin evaluating a qualification, select the qualification and then click Evaluate Qualification.

On the Evaluate page, you can

Update the supplier contact.
Update the qualification owner.
Specify the qualification start date.
Specify the qualification end date.
Override the default expiration reminder setting.
Assign the qualification outcome.
Sharing the evaluation decision with suppliers.
Automatically requalify a supplier whose current qualification has expired or is within the expiration reminder period.
Automatically requalify a supplier whose current qualification contains new responses.
View critical responses, which are highlighted.

Note that you can't specify start or end dates that overlap with any existing qualifications for this supplier based on the same qualification area and for the same procurement Business Unit.

When you have finished evaluating the supplier's and internal responder's response to the qualification questions, click Finalize. If this is a qualification initiative, once you evaluate and finalize all the qualifications, you have completed the evaluation process.

Automatically Evaluating a Response Having Scored Questions

As soon as you accept the supplier's responses, the qualification status changes to ready for evaluation. At this point, the application will assign scores for automatically scored questions based on the scoring model. If you have any manually scored questions, you can also enter scores now. The application constantly maintains the overall score of the qualification as the sum of scores assigned to individual questions. The qualification outcome is derived based on this overall score.

If knockout criterion for one or more questions is applicable, the qualification outcome will be set to the knockout outcome. The qualification score will be automatically set to the lowest score mapped to the knockout outcome.

You can override the qualification outcome by adjusting the qualification score. In this case, the application also keeps track of who performed the override, when was the override done and the reason for the override. You can also override the knockout criteria. Once the qualification is finalized, the qualification score and qualification outcome are fixed and can no longer be updated.