14 Enabling Supplier and Item Evaluation
When preparing to enable the Supplier and Item Evaluation functionality, the following system configuration tasks must be taken into account.
System Parameters
Configure all system parameters according to the requirements for your installation:
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Supplier Evaluation Scoring (for automated scoring). If enabling the feature, also set an appropriate interval/time for the scoring processes to run (the initial default is for the Scoring routine to run daily - every 1440 minutes).
- Item Evaluation Scoring (for automated scoring).
- Review Scoring (for automated scoring).
Glossaries
Populate all glossaries according to the requirements for your installation:
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Evaluation Types.
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Evaluation Scores.
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Photo Album images.
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Evaluation Scoring Rules.
- Entity Scoring Rules.
- Review Scoring Rules.
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Evaluation Site Type Groups.
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Assessment Questions and Templates.
- Assessment Picklists.
- Summary Attributes.
- Accredited Bodies.
- Selection Statuses.
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Audit & Visit Templates. †
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Assign the relevant Evaluation Types to Assessment Templates, Audits/Visit Templates, and Documents.
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Consider if any new custom fields are required, such as on Product Records, Sites, or Assessments.
Permissions
Review the permissions related to accessing the Supplier and Item Evaluation functionality:
- Assign the authority profiles to user roles and users, as appropriate:
- Scoring Administrator (SCORING ADMINISTRATOR) - Allows a Retailer administrator user access to the configuration of Evaluation and Scoring rules.
- Retailer Score Viewer (RETAILER SCORE VIEWER) - allows a Retailer user to view the Scores pages in Product Records and Sites.
- Assessment Requestor (SCORECARD REQUESTOR) - allows a Retailer user access to the Request Assessments wizard.
- Dashboard Access (DASHBOARD ACCESS) - gives the user access to the Evaluation dashboards.
- Configure External System, Endpoint, and Service Access permissions to grant external bodies access to APIs.
- Add the entries below to the bottom of the Admin page of the Permissions spreadsheet.
| Record (A) | Authority Profile (B) | Menu Option (C) | Sub Menu Option (D) | Action (E) | Data Record (F | User Mode (L) | Access Level (M) |
|---|---|---|---|---|---|---|---|
| Admin | SCORING ADMINISTRATOR | Admin | Manage Supplier Evaluation Type | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SUPPLIER EVALUATION TYPE | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | Admin | Manage Supplier Evaluation Scoring Rules | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SUPPLIER EVALUATION SCORING RULES | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SET TO ACTIVE | SUPPLIER EVALUATION SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SET TO INACTIVE | SUPPLIER EVALUATION SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | NEW VERSION | SUPPLIER EVALUATION SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SUPPLIER EVALUATION SCORING CRITERIA | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SUPPLIER EVALUATION SCORE | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SET TO ACTIVE | SUPPLIER EVALUATION SCORE | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SET TO INACTIVE | SUPPLIER EVALUATION SCORE | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | NEW VERSION | SUPPLIER EVALUATION SCORE | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | Admin | Manage Supplier Evaluation Score | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | Admin | Manage Supplier Evaluation Site Type Group | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SUPPLIER EVALUATION SITE TYPE GROUP | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SUPPLIER EVALUATION SCORING RULE SCORE DETAIL | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | Admin | Manage Entity Scoring Rules | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | ENTITY SCORING RULES | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SET TO ACTIVE | ENTITY SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SET TO INACTIVE | ENTITY SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | NEW VERSION | ENTITY SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | ENTITY SCORING CRITERIA | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | ENTITY SCORING RULE SCORE DETAIL | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | REVIEW SCORE | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SET TO ACTIVE | REVIEW SCORE | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SET TO INACTIVE | REVIEW SCORE | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | NEW VERSION | REVIEW SCORE | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | Admin | Manage Review Score | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | REVIEW SCORING RULE SCORE DETAIL | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | Admin | Manage Review Scoring Rules | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | REVIEW SCORING RULES | NORMAL | F | |||
| Admin | SCORING ADMINISTRATOR | SET TO ACTIVE | REVIEW SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | SET TO INACTIVE | REVIEW SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | NEW VERSION | REVIEW SCORING RULES | NORMAL | Y | ||
| Admin | SCORING ADMINISTRATOR | REVIEW SCORING CRITERIA | NORMAL | F |
Reports and KPIs
The evaluation reports include assessment summary, response, and score level reports. If required, schedule any of the reports and KPIs, or create and schedule custom variants.