3 Item Assessments

Assessments provide a means for a retailer to assess their suppliers’ products 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. Data may also be sourced from third parties.

Templates are available for creating assessments. For information on the templates, see the Oracle Retail Supply Chain Collaboration Cloud Service Administration Guide.

Assessments can be created from within the Product Record or from the Assessments Request wizard.

To work with assessments, select the Assessments option from the Product drop-down list.

The Item Assessments tab opens. The following information is displayed for each assessment:

• Due Date
• Year
• Period
• Supplier Name
• Supplier Code
• Site Name
• Site Code
• Assessment Type
• Product Title
• Status
• Product Code
• Product Number
• Person Responsible
• Evaluation Type
• Completed On
• Assessment Score
• Further Comments

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

Figure 3-1 Assessment Details Page

The following table describes the fields on this page.

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.
Assessment Details
Assessment Type	Name of the template used to create the assessment.
Code	The assessment’s unique reference id.
Status	Status of the assessment: Future In progress Awaiting approval Awaiting amendment Complete
Assessment Level	Identifies as being an assessment for an Item (product).
Evaluation Type	If the assessment is aligned with a specific evaluation type.
Product Title	The name of the product the assessment relates to.
Product Code	The unique reference id of the related Product Record.
Product Number	The product’s retailer reference number.
Draft Product Title	If the assessment is not yet linked to a Product Record it will have a draft product title.
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.
Completed by	Name of the user who submitted or completed the assessment.
Completed on	Date the assessment was submitted or completed.
Assessment Request
Request Reason	A table of request reason folder that the assessment appears within, as a result of being created using the Assessments Request wizard.
Due Date	Date the assessment is due to be completed for the request reason folder.
Selection Status	The current status of the request reason folder.
Accredited Assessment Integration
Integration Type	If the assessment is eligible for integration with a third party for sourcing of data, the integration type will be Supplier Owned or Retailer Owned - depending in whether the supplier or retailer manages its progress with the third party.
Accredited Body	If the assessment is integrated, the name of the nominated third party.
Sub Status	If the assessment is integrated, the current status of the integration. The workflow stages are Issued, Pending, Retrieved, Responded.

The following tabs are available:

• Details

• Questions

• Scoring & Completion

• Process Links
• Custom Fields

• Attachments

• Change History

Questions Tab

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 3-2 Assessment Questions Page

Scoring & Completion Tab

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 3-3 Scoring & Completion Page

Process Links Tab

This page shows a list where the product has been linked to a Process. For more details, see the Oracle Retail Supplier Evaluation Process User Guide.

The page shows the following:

• Process Title

• Activity Name

• Process Status

• Date Link Created

Custom Fields Tab

The system provides a facility for a Retailer to set up a number of customized fields within the Product Record. They appear on this page. If no customized fields are set up, this page is not shown.

Change History Tab

This shows the change history for the Product Record, including the dates of any status changes.

Attachments Tab

As with most records within the system, there is a page to attach any relevant documents to the Product record, such as Process charts, Nutrition analysis, Artwork files, and so on.