Using CENTRL’s Assessments module, you can create and publish active assessments to your vendors or partners. Your vendors/partners will be able to add answers to the received assessment using CENTRL's secure platform with a full audit trail for both you and your vendor/partner.
This feature allows you to create and publish an active assessment to your external partner contact, internal business unit or yourself. Starting a new Assessment is a four-step process as detailed below.
You can also create and publish from the Manage Questionnaires screen. To learn more about this feature, click here
Starting a New Assessment
From Active Assessments
Navigate to Active Assessments screen from the Assessments module and click on the Start New Assessment button as shown above. This will bring up the Start & Publish Assessment screen.
Creating an Assessment is a 4-step process as detailed below. As each step progresses, you can review the selections on the right under the Summary section. The progress bar at the top will reflect the steps that have been completed.
Step 1: Select Partner
The first step is to select the Partner for whom the Assessment is being created. You can also optionally select the product. Click on the Next button to proceed.
Note: You also have the option to add new Partners/Products by typing in the name of the Partner/Product. Also, you cannot publish to Partners that are marked Inactive.
Step 2: Select Questionnaire
The next step is to select the questionnaire for the Assessment. You also have the option to search for a questionnaire using the search bar. After selecting the questionnaire, click on the Next button to proceed to the next step.
Step 3: Select External Partner Contact
In this step, you can select who is going to answer this questionnaire.
The following options are available:
- External Partner Contact - You can select this option when you are publishing the questionnaire to your external partner. You can then select or add the partner contact.
- Internal Business Unit Contact - You can select this option when you are publishing the questionnaire to an internal business unit contact. This can be done in order to assess an internal unit, a product (or config name, ex: site location) provided by the internal unit, or an external product used by the internal business unit. You can then select or add the internal user.
- Me - You can select this option if you are answering the questionnaire on behalf of your partner. For example, when you are conducting on-site Audits or if you have the answers through other sources.
After selecting the intended recipient, click on the Next button to proceed.
Step 4: Review & Publish
Note: By default due date is set to 30 days for the future from the publish date. You can manually change it by clicking on the Due Datedropdown and selecting a different due date. To configure the default number of days for your company, you can submit a support ticket through CENTRL's Support Center.
The final step is to review the selected details, publish date, and due date for the Assessment. You can also add an optional Period for the Assessment and a message to send out to your partner. Click on the Publish button to publish your assessment to the intended recipient.
You can also add recurrence to the assessment by clicking on the Add Repeat link. To learn more about adding recurrence to an assessment, click here.
Scheduling for a Future Date
By default, the Publish Date will be set as the current date. You have an option to schedule this assessment to be published on a future date.
To schedule for a future date, set the Publish Date and click on the Publish On button as shown above. The assessment will automatically be published to your partner on the selected Publish date. You can view the scheduled assessment in the Upcoming Assessments screen.
To learn more about Scheduling an Upcoming Assessment, click here.