After a number of default settings have been configured in step 1 of the Vendor Rating, the right suppliers, contracts and respondents are linked in step 2.
Setting up a Vendor Rating - step 2
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Warning:
Step 2 is cleaned up automatically every Sunday at 23:30. A Vendor Rating that is in step 2 at that moment and has not been forwarded to step 3 is deleted by the system. Changes that have already been made remain saved: when a new Vendor Rating is created with the same method, work can be continued where it was left off.
Step 2 is cleaned up automatically every Sunday at 23:30. A Vendor Rating that is in step 2 at that moment and has not been forwarded to step 3 is deleted by the system. Changes that have already been made remain saved: when a new Vendor Rating is created with the same method, work can be continued where it was left off.
- Click 'Add vendors'. Vendors and contracts can be added and deleted here.
- In the left column, select the vendors (or contracts, if 'Survey per contract' was ticked in step 1 of Start Rating) that should be linked to the Vendor Rating, and click 'Add vendor/contract'.
To delete a vendor/contract, select the vendor(s) in the right column and click 'Delete vendor/contract'. Click 'Add respondent' to add missing users to VendorLink.
⚠️Note:
This button can only be used by users with the 'Client Administrator' role.- With the 'Add contact' function, contact persons who are registered with the supplier(s) in the Vendors module can be added directly to the respondent list. Fill in at least all mandatory fields (marked blue) and click 'Add respondent'. After the respondent has been added, it is immediately available to be linked to a survey.
- Next, link the respondents. In the left column, select the desired survey template (marked 1 in the image below).
- In the middle column, select the contract under the vendor. If the contracts are not visible, click the vendor once (2).
- Click 'Add combination' to add the created combination to the Rating.
- Check the setup after all links have been made. At the bottom of the page is a table with the heading 'Implementation', in which existing and newly created links can be viewed. To delete a link, select it by clicking it once and then click 'Delete'.
If all links are as desired, click 'Next'.
⚠️Note:
This button is only active if all contracts of the added vendors have been linked.