7 Assessment Management

Assessments provide a means for a retailer to assess their suppliers against a set of predefined criteria on an on-going or ad hoc basis. Assessments are made up of a series of questions which may be answered by the suppler as a self-assessment or completed by the retailer.

Templates are available for creating assessments. For information on the templates, see the Oracle Retail Brand Compliance Management Cloud Service Administration Guide. Assessments can be created from within the Site record or from the list of Sites.

To work with assessments, select the Assessments option from the Supplier drop-down list. The Retailer Assessments tab opens. The following information is displayed for each assessment:

• Supplier Name

• Supplier Code

• Site Name

• Site Code

• Status

• Year

• Period

• Due Date

• Assessment Type

• Person Responsible

• Completed

• Assessment Score

To view a assessment, double-click a row in the list. A tab opens with the assessment details.

Figure 7-1 Aassessment Details Page

Table 7-1 describes the fields on this page:

Table 7-1 Assessment Fields

Field	Description
Site Details
Supplier Name	Name of the supplier.
Supplier Code	Code assigned to the supplier.
Site Name	Name of the site.
Site Code	Code assigned to the site.
Assortment Details
Assessment Type	Name of the template used to create the assessment.
Status	Status of the assessment: Future In progress Awaiting approval Awaiting amendment Complete
Due Date	Date the assessment is due to be completed.
Year	Year that corresponds to the due date based on the system calendar.
Period	Period that corresponds to the due date based on the system calendar.
Week	Week that corresponds to the due date based on the system calendar.
Quarter Start Date	Quarter start date that corresponds to the due date based on the system calendar.
Quarter End Date	Quarter end date that corresponds to the due date based on the system calendar.
Extra Assessment	Set if this assessment was scheduled based on a frequency override.
Frequency	Frequency for scheduling this assessment.
Person Responsible	Name of the technologist responsible for the assessment.
Business Category	Business categories applicable to this assessment.
Auto generation of this assessment	If the Status field is Future, select whether to automatically reschedule this assessment when it is completed or becomes due.
Submitted by	Name of the user who submitted or completed the assessment.
Submitted on	Date the assessment was submitted or completed.

The following subtabs are available:

• Details

• Questions

• Scoring & Completion

• Attachments

• Change History

Create a New Assessment

To create a new assessment:

1. Select the New Assessment action. The Create Assessment dialog box appears.

2. From the drop-down lists, select a template, supplier, and site. Click Ok. The details of the new assessment, based on the template, appear.

3. Update the fields for the assessment for the audit/visit and save the assessment.

Questions Subtab

To see the assessment questions, select the Questions subtab. The questions are presented as configured in the assessment's template for the supplier to provide their answers.

Figure 7-2 Assessment Questions Page

Scoring & Completion Subtab

To see the scores and completion status for the assessment, select the Scoring & Completion subtab. The Assessment Value and Calculated Score are automatically calculated based on the answers given and the scoring rules configured in the assessment's template.

Figure 7-3 Scoring & Completion Page

Deleting an Assessment

Assessments at Future, In Progress, Awaiting Approval, and Awaiting Amendment status may be deleted by the retailer/portal owner user. Assessments at Future and In Progress status may also be deleted by the supplier user, but only where the assessment was originally created by the supplier.