Internal scorecards let your team score a supplier against weighted criteria, such as performance, risk or sustainability, from the supplier's record. This guide is for users who evaluate suppliers.
Before you start
Apply a scorecard to a supplier
Open the supplier
Go to Supplier Management > Suppliers and click the supplier's name.
Choose the tab and click its button
Open the tab for the type of evaluation and click its button. The process is the same on every tab.
Tab | Button | Use it for |
Scorecards | Apply New Scorecard | General suitability and compliance |
Performance | Add New Performance Score | Delivery, quality and service |
Risk | Add New Risk Score | Operational, financial and compliance risk |
Sustainability | Add New Sustainability Score | Environmental, social and governance standards |
Select the scorecard
In Scorecard Title, choose the scorecard. Only active Internal Evaluation scorecards are listed.
Score each criterion
Pick a Score from 0 to 5 for every criterion. All criteria must be scored. Each category's Weighting (%) is shown above its criteria.
Scorecards, Performance and Sustainability: 0 = lowest score, 5 = highest score.
Risk: 0 = low risk, 5 = high risk.
Add comments
Optionally, use Please explain why you gave this score under each criterion so others understand your reasoning.
Apply the scorecard
Click Apply Scorecard. The result appears in the tab's table with its weighted Score (%).
Read the results
Each row shows the Scorecard Name, Score (%), Status, Onboarding Record, who requested and scored it and when, and the created and updated dates. The Score (%) colour shows how the supplier did:
Tab | Green | Amber / Red |
Scorecards, Performance, Sustainability | Above 80% | Amber 61–80%, red 60% or less |
Risk | 20% or less | Amber 21–40%, red above 40% |
Each tab also has an Average … Score Trend chart (for example Average Risk Score Trend) with 1M, 6M, 1Y and ALL ranges, so you can see whether the supplier is improving. See View Historic Scorecards and Score Trends.
View, edit or download a result
Open the Actions menu
In the result's row, open the Actions menu.
Choose an option
View: see every criterion's score, the weighted scores and the comments.
Edit: change scores and comments. Only the user who applied the scorecard can do this, and not for onboarding records.
Download: save the result as a PDF.
What happens next
The result is stored on the supplier: it stays on the tab where you applied it, with your name in Scored by.
Re-applying keeps the history: if you apply the same scorecard again on the Scorecards tab, the new result replaces it in the main table and the earlier one becomes historic. On the other tabs, every result stays in the table.
Compliance reporting updates: the supplier's latest scores feed into the Supplier Compliance Report.
Troubleshooting
The scorecard I need isn't in the Scorecard Title list
Only active Internal Evaluation scorecards are listed. Archived scorecards and Supplier Self-Assessment scorecards aren't. Unarchive or create the scorecard in Supplier Management > Supplier Scorecards.
Edit is greyed out
Only the user who applied the scorecard can edit it, and scorecards applied through onboarding can't be edited here.
The apply buttons are missing or greyed out
You need edit access to suppliers and to this record. If the supplier is restricted to its owners, ask an owner or an administrator. See Record Access – Restricting Individual Records.
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If you need further assistance, please contact your internal platform administrator for support. Otherwise please reach out to oboloo's support team. If you are unable to view the above area in the oboloo platform, please check your user permissions and access rights.