Adding Supplier Questionnaires to Your Sourcing Activity

Supplier Questionnaires in oboloo provide a structured way to collect detailed and measurable information from suppliers during the sourcing process.

These questionnaires help assess key areas such as:

✔ Compliance with regulations
✔ Technical skills and capabilities
✔ Past project experience
✔ Other critical evaluation criteria

Users can:

• Add pre-built questionnaires from the Sourcing Library

• Create new questionnaires for custom requirements

• Clone and modify existing questionnaires for each sourcing event

📌 For more details on creating, archiving, or cloning Supplier Questionnaires, refer to the Sourcing Library Guide here. 

This guide will walk you through how to add and customize supplier questionnaires using the Sourcing Wizard.

Understanding Supplier Questionnaires & the Sourcing Library

What Are Supplier Questionnaires?

Supplier Questionnaires allow procurement teams to collect structured responses in areas critical to supplier evaluation. These can include:

• Regulatory Compliance – Ensuring suppliers meet legal and industry requirements.

• Technical Capabilities – Assessing experience, expertise, and certifications.

• Project-Specific Questions – Understanding how suppliers will approach a particular project.

What Is the Sourcing Library?

The Sourcing Library stores reusable Supplier Questionnaires that can be:
✔ Cloned for modification
✔ Used as-is across multiple sourcing activities
✔ Customized to fit specific procurement needs

📌 Using standardized questionnaires ensures consistency in supplier evaluations and improves efficiency.

Supplier Questionnaires Walkthrough: Skip to 4 minutes & 10 seconds

Step-by-Step Guide: Adding Supplier Questionnaires to a Sourcing Activity

Step 1: Select Supplier Questionnaires

1. Navigate to the Supplier Questionnaires page within the Sourcing Wizard.

2. Use the table view to browse available questionnaires.

3. Click on the eye icon under the Actions column to preview a questionnaire.

   • This will display the questions, categories, and weightings included in the questionnaire.

Step 2: Add Supplier Questionnaires to Your Activity

1. Select the Supplier Questionnaires you want to include.

2. Click the "Add to Activity" button.

   • This will add the selected questionnaires to your sourcing event.

Step 3: Review Selected Questionnaires

• The Selected Supplier Questionnaires Table (below the main table) shows all questionnaires added to the sourcing activity.

• This helps confirm which questionnaires have been included.

Step 4: Remove Selected Questionnaires

1. Locate the Selected Supplier Questionnaires Table.

2. Click the delete icon next to any questionnaire you want to remove.

   • This will remove the questionnaire from the sourcing activity.

Step 5: Use Table Filters to Find Specific Questionnaires

• Use the table filters to search for questionnaires by:
  ✔ The user who originally created the questionnaire

Key Considerations & Best Practices

✅ Use Pre-Built Questionnaires – Standardized templates ensure consistent supplier evaluations.

✅ Customize as Needed – Modify existing questionnaires or create new ones to align with project-specific requirements.

✅ Preview Questionnaires Before Adding – Check the questions, categories, and weightings before including them in the sourcing activity.

✅ Apply Weighted Scoring for Key Questions – This helps prioritize critical evaluation areas in supplier assessments.

✅ Use Filters for Efficiency – Quickly locate and select questionnaires using creator-based filters.

✅ Keep Information Up-to-Date – Regularly review Supplier Questionnaires to ensure relevance and accuracy.

Additional Resources

📌 Related User Guides:

• Creating & Cloning Supplier Questionnaires – How to build reusable questionnaires.

• Overview of Supplier Questionnaires – Best practices for archiving and modifying sections.