Supplier Review Templates define the standard review format used to assess supply chain partners. Templates help ensure reviews are completed consistently across Projects.
Create a Supplier Review Template
Navigate to Performance Management.
Select Templates
The Templates page will open.
Click + Create New Template.
The Create New Review Template form will appear.
For more information, see Create New Review Template Field Definitions.
Complete all required fields.
Select the required Review Type.
Review the information entered.
Click Create Template.
The Template will be created and displayed in the Templates tab under Performance Management.
When submitting a Supplier Review Template, reviewers can select the relevant Template.
Create New Review Template Field Definitions
Field | Description |
Template Name | Enter a name for the review Template. |
Review Scale | Select the rating scale, such as 1–5 or 1–10. |
Review Type | Select whether the review uses Numeric ratings or Emojis. |
Select Type | Select the Template category or type from the dropdown. |
Review Frequency | Select how often reviews should be conducted, such as monthly, quarterly, or yearly. |