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How to invite/remove suppliers to/from your assessments? And how to set a due date?
How to invite/remove suppliers to/from your assessments? And how to set a due date?
Updated over a week ago

Once the questions have been created and/or selected and your assessment is ready, you may want to share it with your suppliers to start establishing their compliance foundation. Or you may want to remove them? Here is how:

How to invite suppliers to your assessments?

  1. Go into the 'Assessments' tab in the left navigation bar.

  2. Click on the 'My assessments of companies' tab.

  3. Click on the respective assessment.

  4. Use the '+' icon (='add companies') to add your suppliers.

  5. A separate window pops up. Tick the box(es) next to the supplier's name(s) to invite all the companies you would like to fill out your assessment.
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  6. After selecting the companies you?d like to assess, click on 'Save'. They will receive an email notification to complete your assessment on the platform.

NOTE: Once a company has been invited to answer an assessment, it will be locked and cannot be further edited. Thus, please double-check that you're happy with it before inviting companies!

How to remove suppliers from your assessments?

  1. Go into the 'Assessments' tab in the left navigation bar.

  2. Click on the 'My assessments of companies' tab.

  3. Click on the respective assessment.

  4. Tick the box(es) next to the supplier(s) name.

  5. Click on the 'Bin' icon (='Remove') to remove the supplier(s) from the assessment.

How to set the deadline for assessment submission?

After sharing the assessment with the companies, you can also set the due date for the submission of Supplier Assessments. Find out how to set Due-Date in below video:

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