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 Supply Chain Collaboration Cloud Service Administration Guide. Assessments can be created from within the Site record or from the list of Sites.

Assessments can be created within the Site record, from the Assessments list view, or using the Assessments Request wizard.

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

Figure 7-1 Assessment Details Page

This figure shows the Assessment 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.

Assessment Details

Assessment Type

Name of the template used to create the assessment.
Code The assessment’s unique reference id.
Assessment Level Identifies as being an assessment for a Site.

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

  • Process Links
  • Custom Fields

  • Attachments

  • Change History

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

This figure shows the 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

This figure shows the Scoring & Completion page.