Once the desired assessment is created or finalized, the next step is to send the assessment to the suppliers to collect the required information. The ‘Launch assessments’ option is designed to configure the assessment launch to the chosen supplier contact, on a selected date and for a specific duration.
Pre-requisites:
- Supplier contact emails should be loaded in the system using the CDIF.
- For Supply Chain Visibility assessment, customers can choose to pre-populate either all or a subset of supplier parts in the SCV assessment. In order to select certain parts, customers need to mark the supplier parts as “Yes” in the “Supply Chain Mapping required” column in the “Part Sourcing” Tab of the CDIF. This allows the suppliers to share part-site mapping for all of the parts pre-populated in the SCV assessment.
These are the steps to configuring the assessment:
- As a first step, users must assign the selected assessment template to the suppliers they wish to reach out to. This can be done using the “Assign Partners” option on the Launch Assessment screen. Users can assign multiple assessments to each supplier using the Assign Partners option. Below is a screenshot for reference:
Configure & Launch - once the required suppliers have assigned the assessments, user can select the “Configure & Launch” option from the previous Launch Assessment screen.
Configure & Launch is a three-step process:
- Step 1: Select the final list of suppliers and review the contact emails for each supplier to ensure the contact information is accurate. In this section users can select to send an assessment to either a supplier or site level.
Note: Any assessment template can be used for both Supplier or Site levels, however assessment design or questions relevant at a Supplier level may not be relevant at the site level. - Step 2: As a next step, users need to select configuration details such as:
- Start & End date for the assessment – customers can choose the duration for the assessment based on their internal objectives, goals, or timelines. The assessment completion & overall duration depends on factors such as the supplier’s responsiveness, availability of correct supplier contacts, and supplier training & support.
A sufficient duration for the assessments can be 30 to 60 calendar days. - “Requestor”- Requestor name and email is mentioned in the assessment registration email sent to the supplier contacts on the day the assessment is launched. As a best practice, customers can add the respective Category Manager as the assessment requestor since the suppliers work closely with their Category Managers. Alternatively, SCRM program lead or a dedicated super user can be assigned for all of the communication with suppliers.
- Attachments – users can send suppliers instructions, user guides, and Letters of Authorization along with the assessment request to help drive engagement and responsiveness.
- Other options: Resilinc system has a pre-defined standard kick off email template which users can amend and add language or instructions basis their requirements.
The amended kick off template needs to be updated each time the assessment launch is planned, depending on the type of assessment.
- Step 3: As a final step users need to apply the selected configuration to all of the supplier assessments and select the “Finish & Launch” option. The configuration is then saved in the system and on the assessments will be sent out on the selected start date.
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