Assign colleagues to score suppliers' questionnaire answers and supplier section responses, set when their scores are due, and track their progress. This guide is for the people running a sourcing activity.

Before you start

Only users who can edit the sourcing activity can assign scorers. Scoring needs the Sourcing Plus plan, and the activity must include supplier sections or supplier questionnaires (pricing is scored automatically). Scorers must be active users whose role has the Scoring Assignments permission.

Assign a scorer

Open the Scoring Management tab

Go to Sourcing > eSourcing, open the activity and click Scoring Management. It has three tables: Scoring Management Overview, Score Supplier Questionnaire Responses and Score Suppliers Section Responses.

Tick what needs scoring

In Score Supplier Questionnaire Responses or Score Suppliers Section Responses, tick the rows you want this person to score. You can tick several at once.

Click Add Scorer

Add Scorer is above the table. It's only available once at least one row is ticked.

Choose the scorer and due date

Choose a colleague in Select Scorer and a Submission Due Date (both required), then click Save.

Track scorers and reopen scoring

Check the Scoring Management Overview

Each scorer's row shows Scorer Name, Scorer Status, Supplier Submission Linked to Scores (for example 2nd Supplier Submission), Scorer Response Date and Reopen Scoring. The status is one of:

  • Incomplete: the scorer still has something to score or submit.

  • Requires Resubmission: the supplier has resubmitted, so the scorer needs to score the new response.

  • Complete: everything assigned has been scored for the supplier's latest submission.

  • Closed (Awarded): the activity has been awarded, so scoring is closed.

Click Reopen Scoring if needed

Use Reopen Scoring to send a scorer back to their assignment, for example after a supplier resubmits. The scorer is notified that they need to review and resubmit their scores. The button is greyed out while the scorer is Complete, once the activity is awarded, or if you can't edit the activity.

What happens next

  • The scorer is emailed straight away: they get an email and an in-app notification, and a reminder 24 hours before the due date.

  • They only see what you assigned: the activity appears in their Sourcing > Scoring Assignments list. See Score Supplier Responses Against a Sourcing Activity.

  • You're told when they finish: the activity's creator and Sourcing Owners are emailed when a scorer submits. Results appear on the Scoring Analysis tab. See Supplier Scoring Analysis and Insights.

  • Reopening the activity doesn't notify scorers: after a reopen, assign or reopen scoring for them again from Scoring Management.

Troubleshooting

A colleague isn't in the Select Scorer list

Only active users whose role has the Scoring Assignments permission appear. Ask an administrator to update their role. See User Roles & Access Rights (RBAC).

Add Scorer is greyed out

Tick at least one row first. The button is also unavailable once the activity is awarded, or if you don't have edit access to it.

There's no Scoring Management tab

The activity doesn't include supplier sections or supplier questionnaires. Internal sections aren't scored and pricing is scored automatically.

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