Maintain Questionnaire Templates

If given permission, users are able to maintain questionnaires:

  1. From the side menu, choose Supplier Performance.
  2. In the Supplier Performance Dashboard screen, click Manage Templates in the Suppliers table.
  3. The Questionnaire Template Screen opens. The user can add, edit, and delete templates:
    • To add a new template, click the + icon to open a dialog box:
      1. Provide a description.
      2. Add criteria (Criteria can also be uploaded using a CSV upload with one criteria per line).
      3. Click Submit to finish creating the Questionnaire Template.
      This image shows the Create or Edit Template screen.
    • To edit an existing template, click the edit template icon to open a dialog box and to edit the template:
      1. Edit the description, if necessary.
      2. Add/edit/remove Criteria.
      3. Click Submit to complete the update. A new revision of the template is created. Any new replies will use the new template.
    • To remove an existing template, select the templates to remove and click the – icon to remove the selected templates. It is only possible to remove templates if they are no longer in use by any supplier

Note:

To associate a template to a Supplier, a Retailer Admin needs to assign the template ID to the supplier under the Supplier Configurations on the Profile Application.