Create a Qualification Model

Qualification models contain and organize qualification areas. You use qualification models when performing a supplier assessment. An assessment initiative contains a single qualification model which itself contains one or more qualification areas.

After you accept the response and review and approve the supplier's response, an assessment is created for that supplier as well as a qualification for each qualification area.

Newton Consulting is branching into a new area of services. Clare Furey, the supplier qualification manager, is creating a qualification model for future assessment initiatives she uses to assess suppliers for the new service area.

Creating a Qualification Model

1. Clare navigates to the Create Qualification Model page.

2. She enters Corporate Assessment as the qualification model name. The model name also the name of the resulting assessment.

3. She accepts the default, Vision Operations, as the Procurement BU which owns this qualification model. She notes that she is assigned as the qualification manager who owns the model.

4. She enters a description of Model containing qualification areas relating to various details of the corporation.

5. If she wants to assign herself as the default assessment owner for this qualification model, then she selects the Default assessment owner check box.

   When this qualification model is included in an assessment initiative, she will be defaulted as the assessment owner.

6. If she wants to assess the suppliers' eligibility for negotiations in the Sourcing work area, then she selects the Supplier Eligibility Sourcing checkbox.

7. Since she chooses which Procurement BUs can use this area, when she creates the initiative, she leaves the Global box unchecked. Also, she notes that the Qualification Model Level value indicates the model is available for both supplier and supplier site level areas.

8. Since Clare didn't check the Global check box, she must specify which procurement BUs can use this qualification model. She clicks select and add icon in the Business Access table. When the Procurement BU dialog box displays, she searches and selects the names of the BUs that can use this model for qualifying suppliers. When she is finished listing the BUs, she clicks OK.

9. She can assign a default qualification owner to manage the evaluation.

10. She sets the default expiration reminder value to 30 days. Therefore, for any assessment created using this model, expiration reminders start going out 30 days before the assessment expires. The assessment owner can change this value.

11. Now Clare must add her qualification areas to her model, so she clicks the Add icon in the Areas region. When the Search and Add dialog box appears, she finds and adds an area called Financial Viability. This area has been defined earlier and is typically used by all supplier qualification initiatives.

12. When she has chosen the area, she clicks Apply to add it to the model, and then clicks OK to close the dialog box.

13. Clare continues adding areas. She could create and add a new area at this point, but all the areas she needs for this model have already been defined so she doesn't create any new ones.

14. If she wants to set the assessment to use the requalification results to automatically reassess the supplier, she selects the Automatic Reassessment on new qualification check box.

15. Once Clare is finished creating her new qualification model, she clicks Save and then Activate.