Monitoring Supplier Qualifications and Assessments: Worked Example

This worked example provides information on monitoring supplier qualifications and assessments.

Monitor Supplier Qualifications and Assessments

Do the following prerequisites:

Define a qualification initiative with multiple suppliers, for example three suppliers. Then, enter a response for each of the suppliers. One of the responses should be good. You will then view and accept the response, and finalize the qualification. One of the responses should be incomplete so you can return the response to the supplier. One of the response should be submitted after the evaluation due date, so you will cancel that response.

To monitor supplier qualifications and assessments:

1. In the Navigator, click Supplier Qualification.

2. In the Supplier Qualification work area, you can monitor status of initiatives, qualifications, and assessments by checking the various infolets.

3. In the Task panel drawer, select Manage Initiatives.

   Manage Initiatives page lists the various initiatives.

4. Point to the eyeglass monitor icon for the supplier Big Computers as the supplier has not responded before the deadline and from the Actions menu, select the Cancel Qualification option.

5. In Cancel Qualification, enter a reason for cancellation and click Cancel Qualification.

   The qualification status is now set to canceled.

6. In Monitor Initiative, highlight the supplier Large and Associates and click Actions > Review and Accept > Supplier Response.

7. In Review Response, click Actions > Return to Responder.

8. In Return to Responder, enter a message and click Submit and in the confirmation message click OK.

9. In Monitor Initiative, highlight the supplier Tall Manufacturing and click Review and Accept > Supplier Response.

10. In Review Response, click Accept and in the confirmation message, click OK.

11. Highlight the supplier Tall Manufacturing and click Evaluate Qualification.

12. In Evaluate Qualification, select a qualification outcome, enter start date, end date, and evaluation date, and then click Finalize and in the confirmation message click OK.

    The status is as follows: Big Computers is set to canceled, supplier Large and Associates is set to resubmission required, and supplier Tall Manufacturing is set to accepted and finalized.