A self-assessment scorecard is sent to a supplier, who answers its questions in the supplier portal. You then score their answers to get a weighted result on the supplier's record.
Before you start
Send a scorecard to a supplier
Open the supplier
Go to Supplier Management > Suppliers and click the supplier's name.
Choose the tab
Open the Scorecards, Performance, Risk or Sustainability tab, depending on the type of evaluation, and click Send Scorecard To Supplier.
Add one or more scorecards
In Send A Scorecard To This Supplier, tick the scorecards to include and click Add Scorecard. They're listed under Selected Scorecard. Only active Supplier Self-Assessment scorecards are shown. Click the eye icon to preview a scorecard's questions and weightings.
Click Send To Supplier
The Supplier Contact window opens.
Choose the contact
In Select Contact, choose who will answer for the supplier. If they're not listed, choose New Supplier Contact to add them here.
Send the request
Click Send To Supplier. You'll see Scorecard Sent To Supplier!.
Score the supplier's responses
Open the result
When you're notified that the supplier has responded, open the supplier and the tab you sent it from. The result's Status shows Awaiting Scoring From User.
Choose Score Responses
Open the result's Actions menu and click Score Responses. Each Question is shown with the Supplier Answer.
Score each answer
Choose a Score from 0 to 5 for every question:
Scorecards, Performance and Sustainability: 0 = lowest score, 5 = highest score.
Risk: 0 = low risk, 5 = high risk.
Optionally, use Please explain why you gave this score to record your reasoning.
Click Complete Scoring
The result's Status changes to Scoring Complete and its weighted Score (%) appears. See Supplier Scorecard Calculations.
What happens next
The supplier is emailed: the contact gets an email with a link and their reference code, signs in to the supplier portal and answers the questions. See Log In to the oboloo Supplier Portal and Responding to a Questionnaire Request.
You can track progress: the Status column moves through these stages:
Status | What it means |
Awaiting Response From Supplier | Sent; the supplier hasn't submitted yet. Click Resend Invite Link in the row to send the email again. |
Awaiting Scoring From User | The supplier has submitted; Score Responses is now available. |
Scoring Complete | You've scored the answers and the Score (%) is recorded. |
You can cancel an unanswered request: before the supplier responds, choose Cancel Request in the Actions menu and confirm. The supplier is emailed to say the request was cancelled.
Results build a history: use the Scorecard Name filter and the score trend chart to compare results over time. See View Historic Scorecards and Score Trends.
Troubleshooting
The scorecard I want isn't in the list
Only active Supplier Self-Assessment scorecards are listed. Internal Evaluation and archived scorecards aren't. Create or unarchive it in Supplier Management > Supplier Scorecards.
I can't see Score Responses
The supplier hasn't submitted yet, or the result has already been scored. Score Responses is greyed out for scorecards sent through onboarding.
The supplier says they didn't get the email
Check the contact's email address on the Contact Info tab, then click Resend Invite Link in the result's row.
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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.