Product

List View	Default View	Retailer View	Supplier View	Summary
Product Records
Active Records	Yes	Yes	Yes	A list of active products categorized by Site, grouped by Supplier, within Technologist. Provides a means of locating active products, by their supplier. The standard set of actions are available for managing the view, and for the maintenance of Product records by users with the necessary permissions. Includes the facility for changing the status of one or more products to archive them. Also includes the facility for creating new products by importing a data file, and for exporting the full Product record contents to a data file. The info panel contains basic information from the Product record. The Scores page shows the product’s overall score and breakdown of evaluation scores, with a list of the contributing assessments, and a list of any summary attributes from the assessments.
Archived Products	No	Yes	Yes	A list of archived products categorized by Site, grouped by Supplier, within Technologist. Provides a means of locating archived products, by their supplier, site, and technologist. The standard set of actions are available for managing the view, and for the maintenance of Product records by users with the necessary permissions. Includes the facility for creating new products by importing a data file, and for exporting the full Product record contents to a data file. The info panel contains basic information from the Product record. The Scores page shows the product’s overall score and breakdown of evaluation scores, with a list of the contributing assessments, and a list of any summary attributes from the assessments.
Product Records Not Assigned	No	Yes	No	A list of draft products categorized by Technologist. Provides a means of locating draft products to be activated, by their allocated technologist. The standard set of actions are available for managing the view, and for the maintenance of Product records by users with the necessary permissions. Includes the facility for changing the status of one or more products, to archive them. Also includes the facility for creating new products by importing a data file, and for exporting the full Product record contents to a data file. The info panel contains basic information from the Product record. The Scores page shows the product’s overall score and breakdown of evaluation scores, with a list of the contributing assessments, and a list of any summary attributes from the assessments.
Deleted Product Records	No	Yes	No	A list of deleted products categorized by Supplier. Provides a means of locating deleted products by their supplier. The standard set of actions are available for managing the view, and for the maintenance of Product records by users with the necessary permissions. Includes the facility for creating new products by importing a data file, and for exporting the full Product record contents to a data file. The info panel contains basic information from the Product record. The Scores page shows the product’s overall score and breakdown of evaluation scores, with a list of the contributing assessments, and a list of any summary attributes from the assessments.
Item Assessments
Assessments by Status	Yes	Yes	Yes	A list of assessments categorized by Site, grouped by Status. Provides a means of locating assessments at a specific status, by supplier site. The filter tile can be used to show those that are overdue. The Sub Status and Unassigned filter tiles are used where assessment data is sourced from a third party: the workflow stages of the integration process, and those where an Accredited Body has yet to be assigned. The standard set of actions are available for managing the view, and for the maintenance of Assessment records by users with the necessary permissions. An action is available for assigning an Accredited Body, for assessments where data is to be sourced from a third party. The info panel contains basic information from the Item Assessment record. The Scores page shows the assessment score and a list of any summary attributes from the assessment.
Assessments by Period	No	Yes	No	A list of assessments categorized by Due Date Period, grouped by Year. Provides a means of locating assessments by the period and year of their due date. The filter tiles can be used to show those with a specific score, or just those that have been completed. The Sub Status and Unassigned filter tiles are used where assessment data is sourced from a third party: the workflow stages of the integration process, and those where an Accredited Body has yet to be assigned. The standard set of actions are available for managing the view, and for the maintenance of Assessment records by users with the necessary permissions. Includes an option to mass generate future assessments, and the facility for exporting the full Assessment record contents to a data file. An action is available for assigning an Accredited Body, for assessments where data is to be sourced from a third party. The info panel contains basic information from the Item Assessment record. The Scores page shows the assessment score and a list of any summary attributes from the assessment.
Completed Assessments by Period	No	No	Yes	A list of completed assessments categorized by Due Date Period, grouped by Year. Provides supplier users with a means of locating completed assessments by the period and year of their due date. The filter tile can be used to show those with a specific score. The standard set of actions are available for managing the view, and for the maintenance of Assessment records by users with the necessary permissions. An action is available for assigning an Accredited Body, for assessments where data is to be sourced from a third party. The info panel contains basic information from the Item Assessment record. The Scores page shows the assessment score and a list of any summary attributes from the assessment.
Assessments by Type	No	Yes	No	A list of assessments categorized by Technologist, grouped by Type. Provides a means of locating assessments by type (the name of the associated template), and by the technologist allocated to the site. The filter tile can be used to only show those that have been completed. The standard set of actions are available for managing the view, and for the maintenance of Assessment records by users with the necessary permissions. Includes an option to mass generate future assessments, and the facility for exporting the full Assessment record contents to a data file. An action is available for assigning an Accredited Body, for assessments where data is to be sourced from a third party. The info panel contains basic information from the Item Assessment record. The Scores page shows the assessment score and a list of any summary attributes from the assessment.
Assessments by Supplier	No	Yes	No	A list of assessments categorized by Site, grouped by Supplier. Provides a means of locating assessments by supplier and site. The filter tile can be used to show those at a specific status. The standard set of actions are available for managing the view, and for the maintenance of Assessment records by users with the necessary permissions. Includes an option to mass generate future assessments, and the facility for exporting the full Assessment record contents to a data file. An action is available for assigning an Accredited Body, for assessments where data is to be sourced from a third party. The info panel contains basic information from the Item Assessment record. The Scores page shows the assessment score and a list of any summary attributes from the assessment.
Assessments by Reason Request	Yes	Yes	No	A list of assessments grouped by Supplier and Site within the Request Reason folders. Provides a means of reviewing and comparing the scores of Item and Site Assessments that have been created for a common reason, such as request for information assessments of multiple suppliers or items as part of a selection program. The filter tiles can be used to only show Item Assessments or Site Assessments, those that are complete or disqualified, to filter by Review Score or Selection Status. The standard set of actions are available for managing the view, and for the maintenance of Assessment records by users with the necessary permissions. Includes an option to mass generate future assessments, and the facility for exporting the full Assessment record contents to a data file. An action is available for assigning an Accredited Body, for assessments where data is to be sourced from a third party. The info panel contains basic information from the Item Assessment record. The Scores page shows the assessment score and a list of any summary attributes from the assessment.