How to take actions and close a supplier evaluation?

How to take actions and close a supplier evaluation?

1- Enter the module "Supplier Evaluations" from the left sidebar.

2- Click on the "Take Actions" button in the process flow.
You can access directly from the notification panel by clicking on it.

3- A list will appear with all the evaluations that you have pending to take actions, click on the "Details" button in which you want to take actions.

4- The detail of the evaluation and its score appear.

5- It complements the information of the corrective actions taken and attaches the necessary annexes.
The annexes can files of any type.

6- Once the information has been completed, click on the "Close" button, the evaluation will be closed and the evaluator will be sent an email to inform you.

If you click on the "Save and Exit" button, only the information will be saved but the evaluation will not be closed.

    • Related Articles

    • How to take actions and close a staff evaluation?

      1- Enter the module "Staff Evaluations" from the left sidebar. 2- Click on the "Take Actions" button in the process flow. You can access directly from the notification panel by clicking on it. 3- A list will appear with all the evaluations that you ...
    • How to take actions and close an evaluation of customer satisfaction?

      1- Enter the module "Customer Satisfaction" from the left sidebar. 2- Click on the "Take Actions" button in the process flow. You can access directly from the notification panel by clicking on it. 3- A list will appear with all the evaluations that ...
    • How to review a supplier evaluation?

      1- Enter the module "Supplier Evaluations" from the left sidebar. 2- Click on the "Review Evaluation" button of the process flow. You can access directly from the notification panel by clicking on it. 3- A list with all the evaluations you have to ...
    • How to perform a supplier evaluation?

      1- Enter the module "Supplier Evaluations" from the left sidebar. 2- Click on the button "Perform Evaluation" of the process flow. 3- Select the provider that will be evaluated as well as the purchasing manager that will review the evaluation. The ...
    • How to take actions for opportunities?

      1- Access the module "Opportunity Management" from the left sidebar. 2- Click on the "Take Actions" button in the process flow. You can access directly from the notification panel by clicking on it. 3- A list with all the opportunities that you have ...