Creating Evaluations

Page Name	Definition Name	Usage
Create Evaluation Page	SCD_EVALAD_DISP_FL	Create a new Evaluation or copy from existing Evaluations.
General Information Page	SCD_BLDEV_GENRL_FL	Enter general information about the Evaluation.
Template Information Page	SCD_BLDEV_TEMPL_FL	Select an available Template/Version for the Evaluation you are creating.
Evaluators Page	SCD_BLDEV_EVTR_FL)	Assign Evaluators to an Evaluation.
Review and Release Page	SCD_BLDEV_REVIW_FL	Review and release an Evaluation to the Evaluators.
Create Evaluations page (Single Copy)	SCD_EVALAD_DISP_FL	Copy an Evaluation from existing Evaluations.
Create Evaluations page (One to Many)	SCD_EVALAD_DISP_FL	Copy an existing evaluation to multiple suppliers.
Create Evaluations page (Next Period)	SCD_EVALAD_DISP_FL	Select multiple source evaluations for a specific calendar period for creating a new set of evaluations for the same suppliers for their next evaluation period.

Use the Create Evaluation page (SCD_EVALAD_DISP_FL) to create a new Evaluation or copy from existing Evaluations.

Navigation:

Procurement Operations > Supplier Scorecard > Create Evaluation

Field or Control	Description
Create Evaluation	Select Create Evaluation to create a new Evaluation.
Copy Options	Select an option to copy an existing evaluation to create a new evaluation. The available copy options include: Single Copy: Select a single source evaluation to create a new evaluation. One to Many: Copy an existing evaluation to multiple suppliers. Next Period: Select multiple existing evaluations for a specific calendar period that can be used to create a new set of evaluations for the same suppliers for their next evaluation period. The Copy Evaluation option is discussed later in this document. See Create Evaluations page (Single Copy), Create Evaluations page (One to Many), Create Evaluations page (Next Period)
Evaluation ID	The Evaluation ID defaults to NEXT and Auto Numbering is used to assign the next ID when the Evaluation is saved. You can provide your own Evaluation ID.
Evaluation Name	Enter a name for the Evaluation.
Supplier SetID	Select a supplier SetID for the Evaluation. Only SetIDs available to the user are displayed.
Supplier Name	Select a Supplier for whom you are creating the Evaluation.
Continue	Select the Continue button to access the Create Evaluation Activity Guide and enter additional information for the Evaluation.

The Create Evaluation process is managed using the PeopleSoft Activity Guide framework, and has following steps:

General Information
Template Information
Evaluators
Review and Release

Each step must be completed before you proceed to the next step in the Create Evaluation process.

Use the General Information page (SCD_BLDEV_GENRL_FL) to enter general information about the Evaluation.

If you do not want to proceed with creating the Evaluation, at any time before saving the Evaluation, you can select the Exit button. The General Information step status is set to Visited when you enter the page. The step is set to Complete once you successfully enter all required information and navigate to the next step.

Field or Control	Description
Evaluation Name	Displays the Evaluation Name. You can change the name of the Evaluation any time prior to releasing the Evaluation.
Supplier Name	Displays the Supplier Name. You can select a different Supplier any time prior to releasing the Evaluation.
Owner	Displays the logged in user name. A different owner can be selected by the user creating the Evaluation.
Status	Displays the status as Pending.
Due Date	Enter the date when Evaluation responses should be received by. The default Due Date is Current Date plus 14 days. When entering or modifying the Due Date it must be greater than the Planned Release Date.
Planned Release Date	Defaults to the current date. This is the date that the Evaluation Owner intends to release the supplier Evaluation to the Evaluators.
Allow Evaluation to be Declined	Specify whether Evaluators will be allowed to decline responding to an Evaluation. The default for this setting is defined on the Scorecarding Defaults page of Scorecard Administration. If this check box is not selected, it implies that Evaluators do not have the option to decline the Evaluation. If this check box is selected, Evaluators may choose to decline the Evaluation request.
Description	Enter a description that describes the purpose of the supplier Evaluation. This is displayed on the Evaluation form provided to the Evaluators.
Evaluation Period Option	Select an option for defining the time frame in which the supplier's performance is to be evaluated: Calendar Period: If you select this option, you must select a calendar and specify the year and period that corresponds to the time frame in which the Supplier is to be evaluated. Calendar information is pre-defined. See Calendar Periods Page Adhoc: If you select this option, you must specify the From date and To date defining the time frame in which the supplier should have their performance evaluated. Note: If the Evaluation contains a KPI Type Question, then the Evaluation period must start on the first day of a month and end on the last day of the month. A warning icon displays if the date range is any different.
Evaluator Instructions	Enter Evaluator instructions to be displayed on the Supplier Evaluation form.

Select the Save button, or Next button, or select the next Activity Guide step when you have finished entering the general information for this step.

Use the Template Information page (SCD_BLDEV_TEMPL_FL) to select an available Template/Version for the Evaluation you are creating.

Select the lookup prompt to choose an available Template/Version. The Search Template page, by default, lists the Available Template/Versions for the user.

Note: If the Template you select contains a Procurement History based KPI Question, then the Evaluation period for the template must start on the first day of a month and end on the last day of a month. Otherwise, a warning is displayed.

Note: A different Template can be selected at any time prior to assigning Evaluators without impacting the Evaluation. If you change the Template before releasing the Evaluation or after the Evaluators are assigned, the Evaluators will be removed. However, Evaluators will be retained if you use the same Template, but a different Version.

Field or Control	Description
Template ID	Select a Template ID. The Template ID Lookup allows for additional Search Options.
Owner ID	Displays the current user.
Description	Enter any description to search for Template. You can enter partial description and search for a Template.
Available Options	This option controls how the Template/Version will be listed in the Search Results grid: Latest Available Templates: This is the default setting. This option lists all latest Available Template/Versions whose As of Date of the Version is less than or equal to the Planned Release Date of the Evaluation. All Available Templates. Select this option to list all Available Template/Versions whose As of Date is less than or equal to the Planned Release Date of the Evaluation. If the Evaluation Owner wishes to select a Template/Version whose As of Date is greater than the Planned Release Date of the Evaluation, they must either change the Planned Released Date or change the As of Date to be less than the Planned Release Date.
Template Name	Displays the Template Name.
Template ID/Version	Displays the Template ID and Version.
As Of Date	Indicates the date on which the Template/Version may be used on an Evaluation. Template/Version must also be in Available status at that time
Description	Displays the Description for the Template.
Actions	The Actions columns has two buttons: Details: Select to access the Template Details page to view the Template details including KPI Definitions if the Template contains KPI Questions. Preview: Select to access the Preview Evaluation page to view what the Template/Version would look like in an Evaluation Form. Note: If all the questions are of KPI Type, then the Preview button does not display.

Use the Evaluators page (SCD_BLDEV_EVTR_FL) to assign Evaluators to an Evaluation.

Note: If the Template assigned to an Evaluation contains only the KPI Questions, then the Evaluators page displays a message that No Evaluators can be assigned.

Field or Control	Description
	Select to view Evaluator’s information.
Assign Sections to Evaluator	By default, an Evaluator is assigned All Sections to evaluate. Select or deselect the All Sections check box or the individual Section check boxes to add or remove sections for an Evaluator. Selecting or deselecting the All Sections check box automatically sets all of the individual check boxes to match. If a Section contains only the KPI Questions, check boxes are not available for that Section. Instead, the text “KPI Only” displays under the Section Name.

Field or Control

Description

Evaluator Information Icon

Select to view Evaluator’s information.

Assign Sections to Evaluator

By default, an Evaluator is assigned All Sections to evaluate.

Select or deselect the All Sections check box or the individual Section check boxes to add or remove sections for an Evaluator. Selecting or deselecting the All Sections check box automatically sets all of the individual check boxes to match.

If a Section contains only the KPI Questions, check boxes are not available for that Section. Instead, the text “KPI Only” displays under the Section Name.

Select the Add Evaluators button to add Evaluators. The Add Evaluators button displays only if there are no Evaluators added. After the first evaluator has been added, you can add more Evaluators to an Evaluation by selecting the + button.

You can remove Evaluators by selecting the Evaluator and selecting the Remove button. Evaluators can be added or removed at any time before an Evaluation is released.

You can add one or more Evaluators either by searching for specific Evaluators by Name or User ID, or searching for a list of users belonging to a specific role. If an Evaluator has already been assigned to this Evaluation, the Search Results displays an Assigned status for the Evaluator.

When saving this page or attempting to navigate to the next step, the following validations are performed:

A validation for Evaluator’s e-mail address is performed. If the assigned Evaluators do not have an e-mail address, a warning message is displayed.
A validation to ensure that each Evaluator is assigned at least one Section to evaluate. If at least one Section is not assigned, a warning is displayed and the Evaluator is flagged.
A validation to ensure that each Section is assigned to at least one Evaluator. If no Evaluators are assigned to the Section, a warning is displayed and the Section is highlighted.

Use the Review and Release page (SCD_BLDEV_REVIW_FL) to review and release an Evaluation to the Evaluators.

From the Review and Release page, you can do any of the following actions in the activity guide:

Review the Evaluation
Return to any step and adjust the Evaluation
Preview the Evaluation
Delete the Evaluation

The Review and Release page displays a summary of the Evaluation. The summary consist of Evaluation header information and the details associated with each step of the activity guide.

To make adjustments to the Evaluation, select a step in the activity guide.

To preview the Evaluation, select the Evaluator View button.

To delete an Evaluation, select the Delete Evaluation option from the Actions List button.

To release the Evaluation to the Evaluators, select the Release button. Evaluators will receive an e-mail notification and push notification requesting them to complete the Evaluation. If an Evaluator does not have an e-mail address defined, a warning message is displayed allowing the user to proceed with the Evaluation Release or they may Cancel the Release.

Other validations performed as part of the Release action are:

If the Evaluation contains a KPI Type Question and the Evaluation period does not start on the first day of a month and end on the last day of the month, a warning icon is displayed.
If Evaluator is not assigned to any Sections, an error message is displayed.
If a Section is not assigned to any Evaluators, an error message is displayed.
If the Due Date is less than Current Date, an error message is displayed.
A check is also made to ensure that the dates from the General Information page are still valid.
- If the Planned Release Date is lesser than the Current Date, a warning message is displayed.
- If the Due Date is less than the Current Date, an error message is displayed.
- A check is also made to ensure that the dates from the General Information page are still valid.

Use the Create Evaluations page (SCD_EVALAD_DISP_FL) - Single Copy option to copy an evaluation from existing evaluations.

Navigation:

Procurement Operations > Supplier Scorecard > Create Evaluation. Select the Single Copy option.

Field or Control	Description
Copy From	Select the Lookup button to access the Search Evaluation page and copy an Evaluation. This field is available only when you select the Copy Evaluation option.
Evaluation ID	The Evaluation ID defaults to NEXT and Auto Numbering is used to assign the next ID when the new Evaluation is generated. You have the option to provide your own Evaluation ID.
New Evaluation Name	Enter a name for the new Evaluation. The name defaults from the name of the evaluation that was copied.
Supplier SetID	Defaults to the Supplier SetID from the Evaluation being copied. A different SetID cannot be selected. Copying an Evaluation from a Supplier in one SetID to a Supplier in another SetID is not allowed.
Supplier Name	Defaults to the Supplier from the Evaluation being copied. A different Supplier can be selected.
Continue	Select the Continue button to generate the new Evaluation and open the first step of the activity guide.

By default, the Search Evaluations page displays all Released Evaluations owned by the User. The Search criteria can be changed to refine or expand the list of Evaluations that may be copied. There is no restriction as to what Evaluation may or may not be copied.

Field or Control	Description
Evaluation ID	Select the Lookup button to search for Evaluations by Evaluation ID.
Evaluation Name	Enter a name for the search an Evaluation.
Evaluation Status	Select an option to refine your search for Evaluations.
Owner ID	Defaults to the name of the user currently accessing the page. A different owner can be selected by selecting the lookup button.
Template ID	Select the Lookup button to search for Evaluations by Template ID.
Supplier SetID	Select the Lookup button to search for Evaluations by Supplier SetID.
Supplier ID	Select the Lookup button to search for Evaluations by Supplier ID.
Evaluation Name/Evaluation ID	Displays the Evaluation Name and ID.
Status	Displays the status of the Evaluation.
Supplier Name/Supplier ID	Displays the supplier’s name and ID for whom the Evaluation is being created.
Template Name/ Template ID-Version	Displays the Template Name/ID/Version.
Evaluation From/To	Displays the From and To Dates for the Evaluation.
Owner	Displays the owner name and user ID.
Actions	Select the Detail button to view more information about the Evaluation.

After selecting the radio button corresponding to the Evaluation to be copied, select the Done button to capture the Evaluation being copied

After reviewing the header information for the target Evaluation, select the Continue button in the Create Evaluation page. The new Evaluation is created and the first step (General Information page) in the activity guide is opened with all information defaulting in from the source Evaluation. The User can then proceed to review or revise the existing details of the Evaluation.

Note: Even though the Evaluation created from a copied Evaluation may contain all required data to Release, a user must navigate through each step of the Activity Guide whether they intend to make any changes or not to the Evaluation.

In order to continue working on Pending Evaluations at a later time, Pending Evaluations can be accessed through the Manage Evaluations Search List page. For more information, see Manage Evaluations Page

Use the Create Evaluations page (SCD_EVALAD_DISP_FL) - One to Many option to copy an existing evaluation to multiple suppliers. Target suppliers are evaluated over the same evaluation period, using the same evaluation template, and by the same evaluators. By default, the target evaluations inherit all information from the source evaluation.

The typical use of One to Many option is to initially create and release an evaluation for a supplier. The evaluation owner can then select that evaluation as a source evaluation and identify similar suppliers to also be targeted for evaluation.

Navigation:

Procurement Operations > Supplier Scorecard > Create Evaluations. Select the One to Many copy option.

Create Evaluation page - One to Many Option (page 1 of 2)

Create Evaluation page - One to Many Option (page 2 of 2)

Note: A warning message displays if the template used by the source evaluation is no longer available.

The page header displays the source evaluation that you selected for the One to Many copy option. The details include the Evaluation Name, Evaluation ID, Supplier Name, Supplier ID, and Evaluation Period.

Field or Control	Description
View Details	Click to view the details such as General Information, Template, and Evaluator information related to the source evaluation.
Evaluator View	Select to preview the Evaluation Form for the source evaluation.
Select suppliers	Click to select the suppliers. Note: You must select at least one supplier to create a target evaluation.
Target Evaluations grid	Displays the selected suppliers and populates the default information from the source evaluation. Note: If an evaluation for the target supplier already exists for the Evaluation Period and Template, a warning icon is displayed. Click the icon to view the message. The Evaluation Owner can either proceed with the evaluation or remove the target evaluation before initiating the Create and Release action. Before proceeding to the Create and Release step, the evaluation owner can perform the following actions: Modify the Evaluation Name to correspond to the target supplier. Modify the Due Date. Due date defaults to a date 14 days from today. The Due Date must be greater than Current Date. Modify the Evaluation Description for the target supplier by clicking the Edit icon. Add more target suppliers or remove suppliers from the grid. Note: If a supplier has already been selected for a target evaluation, the Select Suppliers lookup page displays the Selected label for them.
Create and Release	Select to create the evaluation and release it to the evaluators. Confirm the action when prompted.

When you confirm the Create and Release action, the following processes happen:

Creates evaluations in a Released status for each of the target suppliers.
Creates individual evaluations for each evaluator assigned to the target evaluations.
Sends email messages and push notifications to individual evaluators for each target evaluation they are assigned to. Each evaluator can also access the target evaluations through the My Evaluations tile.

The Evaluation owner can now maintain or monitor the target evaluations through the Manage Evaluations function.

Note: The One to Many copy option does not access the Create Evaluation Activity Guide. Only the Create and Single Copy options will bring the evaluation Owner into the Activity Guide.

Use the Create Evaluations page (SCD_EVALAD_DISP_FL) - Next Period option to select multiple source evaluations for a specific calendar period for creating a new set of evaluations for the same suppliers for their next evaluation period.

For using the Next Period copy option, ensure that:

Detail Calendar periods are defined within PeopleSoft for the desired evaluation period.
A supplier has an existing posted evaluation using the Detail Calendar for its evaluation period.
The To Date for the Next Evaluation Period is less than the Current Date.

Navigation:

Procurement Operations > Supplier Scorecard > Create Evaluations. Select the Next Period copy option.

Select Evaluations - Next Period Copy Option

You must enter the Calendar Set ID, Calendar Name, Year, and Period to retrieve a list of posted evaluations for the evaluation period corresponding to that calendar.

Field or Control	Description
Owner ID	Displays the current user ID by default.
Evaluation Status	Always displays the evaluation status as Posted.
Details	Click to view the details of the source evaluation.

Note: For the specified calendar information, if the Next Period is not defined on the Detail Calendar page, an error message is displayed and no source evaluation results are displayed.

Create Evaluation page - Next Period Copy Option

The page displays the selected source evaluations for creating new evaluations.

Field or Control	Description
Evaluation Name	Displays the default source evaluation name. This can be modified if required.
Warning icon	Displays if an evaluation already exists for a Supplier in the Next Period using the same Template. Click the icon to view the message. The evaluation owner can either remove the particular evaluation or retain the target evaluation for the supplier.
Due Date	Displays the source evaluation due date. It defaults to the current date plus 14 days. This field is editable.
Description	Displays the source evaluation description. Select the Edit icon to modify it.
Details	Select to view the Next Period evaluation details.
Preview	Select to preview the Next Period evaluation form.
Create and Release	After reviewing the source evaluation details, proceed to creating and releasing the evaluation. Confirm the action when prompted.

The Next Period copy option does not access the Create Evaluation Activity Guide. Only the Create and Single Copy options will bring the evaluation Owner into the Activity Guide.

Creating Evaluations

Pages Used to Create Evaluations

Create Evaluation Page

General Information Page

Template Information Page

Evaluators Page

Review and Release Page

Create Evaluations page (Single Copy)

Create Evaluations page (One to Many)

Create Evaluations page (Next Period)