When starting a Vendor Rating or Audit, it is important to first determine the goal behind the rating/audit. What exactly do you want to assess, or what information do you want to request from a supplier?
Before we actually get started with sending Vendor Ratings and audits, we will first look at survey templates and Vendor Rating methods.
First, let's create a survey template.
Creating a survey template
- Navigate to Vendor Rating > Settings. This article explains this page in greater detail.
- Open the tab 'Survey template'.
- Click 'Add'.
- Enter a 'Description', this description is used as the name for the template.
- Select an 'Answer form type'.
Default: All questions are presented in a vertical list, per supplier.
Matrix (question): All questions are shown as a header with all linked suppliers below. Choose this option if the amount of suppliers is greater than the amount of questions.
Matrix (vendor): All suppliers are shown as headers with all questions below. Choose this option if there are more questions than suppliers. - Click 'Add'.
You have now created your very first survey template. A survey template is only useful when it is fully designed. We will start designing our template in the next lesson.
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