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How Do I Schedule a Review in Supplier Performance Management

This article will explain how schedule review in Supplier Performance Management.

Create Review Schedules in SPM

The Review Schedule and Review in Bulk features in Supplier Performance Management (SPM) help administrators plan supplier reviews and enable reviewers to complete multiple reviews efficiently. Review schedules define the projects and review periods, while bulk reviews allow reviewers to submit reviews for multiple organisations within a single workflow.

Create a Review Schedule

Administrators can create review schedules to plan supplier reviews for specific projects and periods.

  1. Navigate to Performance Management.

  2. Open the Review Schedule tab.

  3. Select + Create Schedule.

  4. Create Review Schedule pop-up opens.

  5. Complete the required fields.

  6. Select Create Schedule to create the schedule.

Alternatively, select Save as Draft to save the schedule without creating it.

The schedule appears in the Review Schedule listing.

Create Review Schedule Field Description

Field

Description

Schedule Name

Enter a name for the review schedule.

Frequency

Select the review frequency.

Select Month(s)

Select the month or months for the scheduled reviews.

Select Project

Select the projects for which reviews are required.

Select Work Packages

Select which work packages need to be reviewed within that period.

Select review template

Select the required review template.

Select suppliers

Select which suppliers require reviews within that period.

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