A supplier's past scorecard results and score trend charts show whether their performance, risk and sustainability are improving or declining over time. This guide is for anyone reviewing supplier evaluations, for example before a contract renewal.
Before you start
View a scorecard's history on the Scorecards tab
Open the supplier's Scorecards tab
Go to Supplier Management > Suppliers, open the supplier and click the Scorecards tab. The table shows the latest result for each scorecard.
Select the scorecard
In Scorecard Name above the table, choose the scorecard you want to review. You can also narrow the list with Scorecard Type.
Review the Historic Scorecards table
The latest result stays in the main table, and earlier results of the same scorecard appear in the Historic Scorecards table below it, newest first.
View history on the Performance, Risk and Sustainability tabs
Open the tab
On the supplier record, click Performance, Risk or Sustainability. These tabs list every result in one table, including earlier results of the same scorecard.
Filter or sort the results
Use Scorecard Type to filter the results, and sort by a date column to see how scores have changed. These tabs don't have a Scorecard Name filter.
Read the score trend chart
Each of the four tabs has a chart: Average Scorecard Score Trend, Average Performance Score Trend, Average Risk Score Trend or Average Sustainability Score Trend.
What it shows: the average score of the results scored in each month.
Time range: choose 1M, 6M, 1Y or ALL.
What's included: current results only. Historic results that have been replaced by a newer result of the same scorecard aren't included.
Risk: a lower score is better, because risk is scored 0 = low risk and 5 = high risk.
Open, edit or download a past result
Open the Actions menu
In the result's row, in either table, open the Actions menu.
Choose an option
View: see every criterion's score and comment.
Edit: change scores and comments. Only the user who applied the scorecard can do this.
Download: save the result as a PDF.
What happens next
History builds up as you re-score: each time the same scorecard is applied again, the previous result is kept, so the history grows with every evaluation. See Evaluate Suppliers With Internal Supplier Scorecards.
Edits update the record: if you edit a past result, its score and the Updated Date change.
Troubleshooting
I can't see the Historic Scorecards table
It only appears on the Scorecards tab, after you select a scorecard in Scorecard Name, and only if that scorecard has been applied to the supplier more than once.
The trend chart is empty
The chart only includes results that have been scored. Self-assessment scorecards waiting for the supplier's response or your scoring aren't counted. Try ALL to widen the range.
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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.