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Adding a supplier performance review programme using templates
Who is this article for?
Users who need to add supplier performance review programme using templates.
Edit access to the supplier performance review programme is required.
This article explains how to create supplier performance review programmes using pre-configured templates in the Supply Chain Management module, allowing you to generate multiple programmes and records at once.
Important: Complete the supplier’s full assessment before creating a supplier performance review. Otherwise, an error will appear when you try to Save or Save & Submit. Delete the review record and create a new one after completing the full assessment.
1. Understanding the benefits of using templates
When you create supplier performance review programmes using templates, the template contains all the building blocks needed for the programme. This approach offers several advantages:
- Multiple supplier performance review programmes and records can be created at once (up to 20)
Tip: To generate supplier performance review programmes this way, you will need to ensure there is a template created for you to select. For more information on creating templates, refer to the article on supplier performance review templates.
2. Navigating to the assessment programme page
To add a supplier performance review programme from a template:
- Navigate to Supplier Management
- Click Supply Chain Management
- Click Add Assessment Program
Select Add Performance Review Programme to open a blank assessment programme page
3. Completing the assessment programme page
After opening the assessment programme page, there are different sections to complete. Some are mandatory while others are optional.
Important: A template allows you to set up to 20 supplier assessment programmes simultaneously, including all necessary components. You can schedule assessments using the Date field. After selecting Save & Submit, each supplier will have a programme created, which will appear under the Plan tab in the Supply Chain Management module.
| Field | Description |
|---|---|
| Performance review programme template | Select a template from the dropdown. The Programme name and Primary programme assessor appear below, along with any secondary assessor included in the template. |
| Date | This defaults to the current date. If the template’s Scheduler is enabled, select a different date for generating the supplier performance review record. Important: If the Scheduler is disabled, the record is created when you select Save and Submit. |
| Programme name | This defaults to the template name but can be edited. Selecting Save & Submit creates a separate programme for each supplier, with the supplier’s name added, for example: Supplier Performance Review :: SS01 :: Small Town Meats. |
| Supplier | Select suppliers from Master Data. You can assess up to 20 suppliers at once, selecting several with the tick boxes or adding them individually with Add Line. At least one supplier is required. |
| Primary programme assessor | The assessor assigned to the Supplier performance review programme template is automatically assigned to each supplier. You can select a different employee from Master Data. The primary assessor completes all workflow stages. |
| Secondary programme assessor | If assigned in the Supplier performance review programme template, the secondary assessor appears automatically for each supplier. You can change or remove them using the Master Data employee dropdown. They take over if the primary assessor is unavailable. |
| X | To remove a line that has been added, click the X button. The information within this line will be deleted. |
Note: If you change the primary or secondary assessor while creating supplier performance review programmes, this update only applies to those specific programmes and not to the main assessment template. To make a permanent change to the template, go to the template and select Actions, then Edit.
4. Saving and submitting the programmes
When satisfied with the supplier performance review programmes, click Save & Submit to create the programmes and generate supplier performance review records.