This Guide Covers:
Reviewing Assessments
When assessments have been completed the user responsible for those assessments from the issuing company will be sent a task to review the assessment.
Clicking 'Review' takes you to the assessment where you can see the responses. The responses can be filtered by type (e.g. Excellent, Satisfactory etc.) and/or by the status of any corrective actions (click the show link next to filter by in order to select a filter). You can use the comparison scorecard to look in more detail at the supplier's scores in relation to other respondents which is situated on the sub-navigation.
Corrective Actions
As you are reviewing an assessment you may wish to clarify answers with the supplier or request further information.
You can do this by creating corrective actions
Clicking the 'Add Corrective Action' link on a question will open the form inline with the question:
Enter the details of the corrective action and a deadline then select “Save corrective Action”.
** Please Note: The corrective action will only be sent to the supplier as a task when you have finished reviewing the assessment and then submit it back to the supplier for review. **
An overview of corrective actions can be seen in the 'Corrective Actions' tab.
Suppliers (or managed assessors) will receive a task on their homepage to respond to each action. Clicking 'Respond' from the task will take them to the responses tab where they can view and respond to each of the actions for each question.
Finalising and Completeing
When you have finished reviewing the assessment, you can either 'Submit for Review' or 'Complete assessment'
- Submit for Review - which allows you to send the assessment back to the supplier for review/comment/corrective actions
- Complete Assessment -this gives you three options, to either 'Pass' or 'Fail' the assessment but also to 'Complete' the assessment with no outcome.
