Supplier questionnaires collect structured, scoreable answers from suppliers on areas such as compliance, technical capability and experience. This guide shows how to add existing questionnaires while you build a sourcing activity.

Before you start

Only users whose role lets them create sourcing activities can add questionnaires. Supplier questionnaires need the Sourcing Plus plan. The wizard only lets you choose existing questionnaires: create, edit or clone them first in Sourcing > Supplier Questionnaires. See Create, Edit, Clone and Archive a Supplier Questionnaire.

Add supplier questionnaires

Include questionnaires in the activity

On the wizard's first step, tick Supplier Questionnaires. The Select Supplier Questionnaires step appears after Activity Overview and any section steps.

Find the questionnaires you want

The Supplier Questionnaires table lists the questionnaires available to you. Narrow it with Created By or Search. Click the eye icon in a row to preview the questions, their categories and weightings.

Tick them and click Add To Activity

They move to the Selected Supplier Questionnaires table, which shows Questionnaire Name, Creator, Created Date and Last Updated At. Drag rows to change the order, or click the bin icon to remove one.

Click Next

You must add at least one questionnaire. Otherwise you'll see Please select at least one questionnaire to proceed.

What happens next

  • The questionnaire is copied into the activity: later changes on the Supplier Questionnaires page don't change activities you've already built.

  • You may set weightings: if the activity has more than one area to score, the Weighted Scoring step asks how much each questionnaire counts. Inside each questionnaire, its Category/Area weightings already add up to 100%. See Apply Weighted Scoring to a Sourcing Activity.

  • Suppliers answer and scorers mark: suppliers answer every question in the supplier portal, and scorers give each answer 0 to 5. See Assign Scorers to Supplier Responses.

Troubleshooting

I can't see the Select Supplier Questionnaires step

Supplier Questionnaires wasn't ticked on the first step, or your account is on the free plan, where it's locked. Go back to the first step and tick it.

The questionnaire I need isn't in the list

Create it on Sourcing > Supplier Questionnaires, then return to the draft activity. See Save and Resume a Draft Sourcing Activity.

I want to weight one question more than others

Weightings are set per Category/Area, not per question. Move the important questions into their own category and give it a higher Weighting (%) on the Supplier Questionnaires page.

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