Who is this article for?

Users who want to learn to send assessments to supplier sites.

No elevated permissions are required.

This guide explains how to send assessments, including site selection, filters, and notifications.

1. Selecting sites to assess

1. The final step to send an assessment is to select the sites to assess. Each site selected will have an individual assessment created which can be answered and reported upon.

2. Finding sites to assess

1. You can search for sites using the following options:
   • Supply chain: Find supplier sites linked to products in your supply chain.
   • Directory: Search the complete AIS directory.
   • Supplier list: If available, search using lists created in Supplier Manager.
2. Filters can be applied based on the search type:
   • Tier: Show sites linked at selected levels (direct, tier 2, etc.).
   • Category: Show supplier sites from selected categories.
   • Country: Show sites in selected countries.
   • Type: Show sites belonging to companies with selected ONS types.
   • Search term: Show sites whose names match a search term.

Note: When searching the directory, a filter or search term must be applied.

3. Once a search type and filters have been added, click Apply to show results.
4. Sites which already have a non‑expired assessment for the same template will not be shown by default. To include these, check the box Include assessed sites.
5. After applying a search, matching sites will be shown in the found sites panel.
6. Select one or more sites to assess by clicking the site name or checking the box.
7. When a site is selected, it will be moved to the selected list and the count updated to show how many sites will be sent assessments once submitted.
8. Once all sites have been selected, click Submit to raise assessments.

3. Notifications

When you send assessments, emails will automatically be sent to notify the associated user based on who is answering the assessment:

• Answered by company/assessor (managed):
  • The users set as being responsible for the sent assessments will be emailed to alert them of the new assessments.
  • A task will also be shown on their homepage.
• Supplier (self‑assessment):
  • If individual users and contacts are selected, only those people will be emailed.
  • If no specific selections have been made, all users for a member company will be emailed or all available contacts will be emailed for non‑members.
  • Non‑member companies will need to register on the Authenticate platform before they can complete the assessment.