How to Create and Manage Assessments in Supplier Profile

1. Navigate to Supply Chain in the left sidebar, then click Suppliers.
2. Locate the supplier and click on it to open the supplier details.
3. Click the Assessments tab.
4. Click Create Assessment.
5. Select the assessment type:
6. - Supplier — for certifications, policies, or general compliance
7. - Purchase Order — for assessing specific products
8. Select the contact email address from the dropdown — options are automatically populated from the supplier profile.
9. Select the relevant assessment template from the dropdown.
10. Click Submit to send the assessment to the supplier.
11. Monitor and manage the assessment directly from the supplier profile, or navigate to Trace → Assessments for a full overview across all suppliers.

The contact email must be added to the supplier profile before creating an assessment. If no email appears in the dropdown, add one under the supplier profile details first.