The SP Evaluations table is the main process table of the Supplier Performance Management module. The records in this table hold questionnaires that should be filled in by Performance Evaluators. This table can be accessed directly from the Navigation Bar by Contract Managers, through the End User Portal by Performance Evaluators, and through the Contract and Company records they are linked to.

Information stored in SP Evaluations records includes:

• Status (Created, Assigned, Completed, Canceled)
• Linked employees (Evaluator, Contract Performance Manager)
• Question set
• Relevant dates (Due, Completion)
• Supplier information: Company and Main Contact
• Evaluation Questions
• Scores calculated in points and percentages: Overall performance score and scores per KPI.

Use Case

SP Evaluation records are created by Contract Managers semi-automatically from the contract, manually from the contract or table view, or automatically by the rules in the Contracts table at selected time intervals. After the evaluation is created, the assigned Evaluator is notified and can access the record either through the link in the email, or by logging into the End User portal and opening their assigned evaluations. After the evaluator answers all evaluation questions, they click the Mark Complete button, and the Performance Manager gets notified of a completed evaluation. The score results are displayed in the Contract and Company records and are used for charts and reports.

Automation

Rules in the SP Evaluations table include:

• Create: All Create Actions: this rule runs after a new Supplier Profile record is created.
  • If Company is blank and the Contract ID is not, the Company is set to the company from the contract.
  • If Date Due is blank it is set to 7 days in the future.
  • If the Question Set is not selected the Performance Manager is notified that additional actions are required to launch the evaluation process. Otherwise the Evaluation Questions are created, Evaluator is notified and Status is changed to Assigned.
  • If Supplier Main Contact is blank, it is set to one from the Contract.
• Edit: All Edit Actions by web or API: this rule runs when the record is edited.
  • If the Status changes to Canceled, the Evaluator and Performance Manager are notified.
  • If the Evaluator changes, the new one gets notified.
• TB Demo Data Update: Update date fields by one month each month so reports have data: runs monthly on Demo Records:
  • Updates Date Created, Date Evaluation Completed, Date Evaluation Due by 1 months.

Other automation in the table includes:

• Cancel Evaluation button
  • Prevents execution if clicked by a person that is not the Contract's Performance Manager.
  • Prevents execution if the evaluation is already completed.
  • Sets Status to Canceled.
• Mark Complete button
  • Prevents execution if clicked by a person that is not the Evaluator.
  • Prevents execution if not all questions are answered.
  • Sets Status to Completed and notifies Contract's Performance Manager.

Saved Searches

Saved searches in SP Evaluations table include:

• My SP Evaluations
• Score below 70%

Ownership

SP Evaluation records are owned by a person whose ID matches the Evaluator ID in the record.

Charts/Reports

Charts and Reports in SP Evaluations table include:

• All Performance Scores (RT Supplier)
  Output format: Line Chart, HTML, Excel
  X Axis: Date Evaluation Completed (Each value)
  Y Axis: Average of the Overall Percentage Score
  Records included in the report: Completed Evaluations linked to the Company selected by user when running the report.
• Average Performance Score by Supplier, all suppliers (RT Period)
  Output format: Column Bar Chart, HTML, Excel
  X Axis: Company Name
  Y Axis: Average of the Overall Percentage Score
  Records included in the report: Evaluations completed during the time period selected by user when running the report.
• Overall Score by Quarter / Delivery Score by Quarter / Price Score by Quarter / Quality Score by Quarter / Service Score by Quarter - meant to be used on the dashboard combined with a filter for Supplier Company.
  Output format: Column Bar Chart
  X Axis: Date Created (grouped in 3-month increments)
  Y Axis: Average of the Overall Percentage Score
  Records included in the report: All Completed Evaluations.