Configuring Evaluation Questions

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
 SummitAI Procurement
Procurement


You can configure Evaluation Questions to evaluate Vendors.

To configure Evaluation Questions:

  1. Select Procurement > Configuration > Vendor.
  2. On the VENDOR page, the FILTERS pop-up page is displayed. Specify the filter criteria to view a particular set of vendors. For more information about specifying a filter criteria, see Searching Vendor.
  3. On the VENDOR page, click CONFIGURE EVALUATION QUESTIONS on the ACTIONS panel.

     VENDOR page
    Figure: VENDOR page

  4. Fill in the details on the CONFIGURE EVALUATION QUESTIONS pop-up page. For more details about the fields on the CONFIGURE EVALUATION QUESTIONS page, see Field Description.

    CONFIGURE EVALUATION QUESTIONS pop-up page
    Figure: CONFIGURE EVALUATION QUESTIONS pop-up page

  5. Click SUBMIT. The Evaluation Question is configured for the selected Tenant and is displayed in the LIST table.

Field Description

The following table describes the fields on the CONFIGURE EVALUATION QUESTIONS pop-up page:

Field

Description

Tenant

Select the Tenant for which you want to configure Evaluation questions.

Evaluation Question

Specify the Evaluation Question.

Sort Order

Specify the Sort Order.

Active

If selected, the Evaluation Question configuration becomes active.

Include Inactive Records

If selected, the Inactive Evaluation Question configurations and displayed along with the active Evaluation Question configurations.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the CONFIGURE EVALUATION QUESTIONS pop-up page.

CONFIGURE RATING

Click CONFIGURE RATING to configure the ratings based on the answers provided to the Evaluation Questions. For more information about how to configure the ratings, see Configuring Rating.

PRINT

Click PRINT to print the records displayed on this page.

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.