Publish a supplier scorecard

Review the evidence behind supplier delivery and acceptance percentages before confirming assessment completion.

Step by step

Prepare scorecard Supplier Analyst

Supplier Analyst identifies the supplier and period end under the parent request. Assemble evidence for the on-time and acceptance percentages using the agreed measure definitions.
- Prepare period metrics and evidence under the actual Parent
- Updates Supplier assessments, Purchase requests, Purchase lines, Record attachments
Submit scorecard Supplier Analyst

Supplier Analyst requests the guarded action for the current assessment and parent revision. It validates the evidence and freezes the submitted revision for independent review.
- Freeze the current assessment and parent revision; Draft to Submitted
- Updates Supplier assessments, Purchase requests, Operation receipts
Approve scorecard Procurement Reviewer

Procurement Reviewer independently approves, rejects or returns the eligible assessment with a reason. Missing observations cannot be treated as zero quality to obtain a complete-looking result.
- Record the independent decision and its eligible outcome
- Updates Supplier assessments, Review decisions, Operation receipts
ApprovalA person approves before the work moves on.
Complete scorecard Supplier Analyst

Supplier Analyst follows the approved action to its persisted effects. The assessment reaches Completed only after those effects are confirmed and the operation evidence is retained.
- Approved to Completed only after persisted effects
- Updates Supplier assessments, Operation receipts

And how to keep it from happening.

Supplier label hides the parent relationship. Confirm the actual supplier on the parent request rather than relying only on assessment text.
Different denominator assumed. Delivery timeliness and acceptance performance need their own evidence and measure definitions.
Approval mistaken for completed publication. A decision still needs the operation's persisted effects before completion is confirmed.

Start free, then use Proto to change fields, steps and approvals before your team goes live.