Supplier questionnaires are reusable sets of questions, grouped into weighted categories, that suppliers answer as part of a sourcing activity. This guide shows procurement users how to create, edit, clone, archive and unarchive them.

Before you start

Only users whose role can view Supplier Questionnaires can open the page, and cloning or archiving needs edit permission. Creating, editing and archiving questionnaires needs the Sourcing Plus plan. Only the user who created a questionnaire can edit it, and demo questionnaires are read-only.

Create a questionnaire

Open Supplier Questionnaires

Go to Sourcing > Supplier Questionnaires and click Create New Supplier Questionnaire above the table.

Name and describe it

Enter a Questionnaire Name (required, up to 100 characters). Add a Description (optional, up to 500 characters) to explain what it covers.

Add a category and its weighting

Enter a Category/Area, such as Quality Assurance, and its Weighting (%). Categories group your questions, and the weighting sets how much each category counts when the answers are scored.

Add the questions

Type a question in Type Question Here. Click Add Question for each extra question in the category. Suppliers answer each question in free text.

Add more categories

Click Add New Category/Area and repeat. To remove a category, click Remove.

Check the total and save

Weighting (%) Total must be exactly 100%. Then click Create Questionnaire. It's now available to add to sourcing activities.

💡 Note: Category weightings are for your scoring only; suppliers don't see them. Scorers mark each question from 0 to 5.

Edit a questionnaire

Click Edit

In the Supplier Questionnaires table, open the actions menu (⋮) on the questionnaire and click Edit. You'll only see Edit on questionnaires you created.

Make your changes and click Update

Change the name, description, categories, weightings or questions, keep the total at 100%, and click Update.

📌 Important: Editing a questionnaire doesn't change activities that already use it: each activity keeps its own copy. To change the questions in a sent activity, reopen it with changes. See Reopen or Edit a Sourcing Activity.

Clone a questionnaire

Click Clone

In the actions menu, click Clone. Use this to change a questionnaire someone else created.

Edit the copy and save

A copy opens for you to change. Save it to create a new questionnaire that you own. The original is unchanged.

Archive a questionnaire

Click Archive

In the actions menu, click Archive.

Confirm

Click Yes. The questionnaire can no longer be added to new activities, but it isn't deleted.

Unarchive a questionnaire

Show archived questionnaires

Set the Archive Status filter to Archived.

Click Unarchive and confirm

In the questionnaire's actions menu, click Unarchive, then Yes.

What happens next

  • Ready to use: active questionnaires appear on the Supplier Questionnaires step of the sourcing wizard. See Adding Supplier Questionnaires to Your Sourcing Activity.

  • Scoring: scorers mark each question; oboloo applies your category weightings, and the questionnaire's overall weight in the activity is set on the Weighted Scoring step.

  • Archived questionnaires: stay in the list under Archived and keep their answers in past activities.

Troubleshooting

I can't see Edit

Only the questionnaire's creator sees Edit. Clone it to make your own editable copy. Demo questionnaires can't be edited.

I can't save the questionnaire

Check that Weighting (%) Total is exactly 100% and that every category has a name, a weighting and at least one question.

I can't find a questionnaire

It may be archived. Set Archive Status to Archived, or click Clear Filter.

I see an upgrade message

Creating, editing and archiving questionnaires needs the Sourcing Plus plan. See What's Included on the Free Plan and Plus Plans.

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📌 Need Further Help?
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.