Who is this article for?

Users who want to get started with assessments.

No elevated permissions are required.

This guide explains how to use the assessments module to create templates, score responses, and manage projects.

1. Templates

• A template is a list of questions you want to ask your suppliers, for example about worker welfare or sustainability.
• Creating templates should be given careful consideration, as you want them to remain consistent over time so you can compare supplier performance.

2. Scoring

• Templates can have scores associated with each question.
• Scores can be viewed in two ways:
  • Risk scoring: Reports assume low scores are good.
  • Compliance scoring: Reports assume high scores are good.

3. Projects

• When you want to send out a template to suppliers, you create a project.
• A project is a convenient way to track a group of assessments, allowing you to see progress and report on aggregated results.
• Each project is associated with one template.
• Projects might be used to group periods of activity, for example “Worker Welfare Assessment Q1 2020.”

4. Assessor

• Assessments in a project can be managed, meaning you carry out the assessment on the supplier.
• Assessments can also be self‑managed, meaning the supplier completes the assessment themselves.