How to create, edit, clone and archive/unarchive a Supplier Questionnaire

Supplier Questionnaires in oboloo are essential for gathering standardized information from suppliers during a sourcing activity.

These questionnaires allow procurement teams to collect structured responses on:

✔ Compliance with regulations
✔ Technical qualifications
✔ Project experience
✔ Other relevant supplier details

Each question follows a free-text format, allowing suppliers to provide detailed responses. Weighted scoring ensures that critical responses are prioritized in supplier evaluations.

📌 This guide will walk you through the step-by-step process of creating, editing, cloning, and archiving/unarchiving a Supplier Questionnaire in oboloo.

Step-by-Step Guide: Creating a Supplier Questionnaire

Step 1: Navigate to Supplier Questionnaires

1. Click on Sourcing in the left-hand menu.

2. Click on Supplier Questionnaires.

3. Click on "Create New Supplier Questionnaire" above the main table.

Step 2: Define Questionnaire Details

1. Enter a Title – This allows your organization and suppliers to easily identify the questionnaire.

2. Create a Category/Area – Categories act as sections of the questionnaire, helping structure responses.

3. Assign a Weighted Score – Each category can be weighted 0-100% to prioritize importance during evaluation.

1. Add a Question – Suppliers will respond to each question in free-text format.

2. Add More Questions – Click "Add Question" to include multiple questions under a category.

3. Add More Categories – Click "Add New Category/Area" to structure the questionnaire further.

Step 3: Save the Questionnaire

1. Click "Save" to create the Supplier Questionnaire.

2. The questionnaire is now available for use in sourcing activities.

Managing a Supplier Questionnaire

Viewing & Editing a Supplier Questionnaire

1. Expand the Actions Menu in the Supplier Questionnaires table.

2. Click "View" to open the questionnaire.

3. Make necessary edits (only the creator can edit the questionnaire).

4. Click "Save" to apply updates.

Cloning a Supplier Questionnaire

1. Expand the Actions Menu in the Supplier Questionnaires table.

2. Click "Clone" to duplicate the questionnaire.

3. The system will create a new questionnaire copy, which you now own.

4. Modify the cloned questionnaire as needed.

5. Click "Save" to finalize the new questionnaire.

Archiving a Supplier Questionnaire

1. Expand the Actions Menu in the Supplier Questionnaires table.

2. Click "Archive".

3. Click "Yes" to confirm.

Unarchiving a Supplier Questionnaire

Step 1: View Archived Questionnaires

1. In the Supplier Questionnaires table, locate the "Archived Status" filter.

2. Select "Archived" to display archived questionnaires.

Step 2: Unarchive a Questionnaire

1. Expand the Actions Menu next to the archived questionnaire.

2. Click "Unarchive".

3. Click "Yes" to confirm.

Key Considerations & Best Practices

✅ Use Logical Categories – Structure questionnaires clearly for better supplier responses.

✅ Assign Weighted Scores – Prioritize important supplier responses in evaluations.

✅ Ensure Weighted Scores Add Up to 100% – Avoid incorrect scoring issues.

✅ Clone Instead of Editing Shared Questionnaires – Only the original creator can edit a questionnaire. If you need changes, clone it.

✅ Archive Unused Questionnaires – Keep your workspace organized by archiving outdated questionnaires.

✅ Use the "Archived Status" Filter – Quickly locate and restore old questionnaires.

Additional Resources

📌 Related User Guides:

• Adding Supplier Questionnaires to a Sourcing Activity – How to add questionnaires to sourcing events.

• Creating a Sourcing Activity - How to create a sourcing activity.