As a Brand, you can now run configurable supplier evaluations, such as Self-Assessment Questionnaires (SAQs), Due Diligence Questionnaires (DDQs), and Vendor Evaluations, directly on the TrusTrace platform. This replaces the general-purpose data collection interface previously used for these workflows, adding built-in scoring, grading, non-conformity detection, and review workflows, so assessment outcomes are generated automatically instead of being pieced together manually after suppliers respond.

 

Key Use Cases for the Assessment Solution:

  • Supplier Risk Evaluation: Launch scored or pass/fail assessments to evaluate supplier compliance and performance.
  • Compliance Data Collection: Collect structured, auditable responses from suppliers for regulatory and due diligence purposes.
  • Remediation Management: Generate Corrective Action Plans from assessment findings and track them through to resolution.

 

Key Features

  • Configurable Template Builder: 
    • Build templates using multiple question types, including single-select, multi-select, text, numeric, date, document upload, and table/grid questions.
    • Add conditional logic at the question or section level and configure templates via bulk Excel upload.
    • Save progress at every step, so template configuration can span multiple sessions.
    • Manage templates through their full lifecycle: activate, archive, edit, duplicate, and version.
  • Configurable Scoring and Grading: 
    • Choose whether an assessment requires scoring, or defer that decision and apply scoring later, after responses are collected.
    • Choose from four scoring methodologies, Points-based, Points Deduction, Pass/Fail, or Count of Non-Compliances, with section-level weighting.
    • Define custom grade levels and thresholds, link grades to validity periods, and recalculate grades automatically after remediation.
  • Review and Finalization: 
    • Configure section-level review, Super Reviewer finalization, or both.
    • Support multi-reviewer collaboration, with the ability to flag or dismiss non-conformities and leave internal or supplier-facing comments.
  • Guided Supplier Response Interface: 
    • Respond with auto-save and progress tracking, and delegate specific sections to other contributors.
  • CAP Generation: 
    • Generate Corrective Action Plans from identified non-conformities, synced bidirectionally with the CAP module.
  • Validity and Notification Management: 
    • Track grade-linked validity periods with expiry alerts.
    • Receive an overdue notification email when a request is not completed on time.
    • Launch assessments on demand or set them to launch continuously.
  • Reports and Data Export: 
    • Export an Excel report per assessment configuration: a full response data dump per supplier, and a score and grade summary with reviewer comments, filterable by supplier, status, date range, grade, country, tier, and business unit.
  • Assessment Tracking: 
    • Every assessment request receives a unique, system-generated ID, visible across the assessment detail view, supplier portal, notifications, exports, and Activity log.
    • Cancel a launched assessment before submission, with a mandatory reason recorded in the Activity log.
    • A full Activity log records every key action, submissions, section reviews, comments, non-conformity changes, and finalization, and remains accessible after the assessment is locked.

 

Key Benefits for Brands

  • Automated Outcomes: Scores, grades, findings, and CAPs are generated automatically from supplier responses, eliminating weeks of manual scoring and tracking across disconnected spreadsheets.
  • Defensible, Auditable Records: Every assessment produces a timestamped, versioned record of the template, supplier response, reviewer actions, and remediation history.
  • Flexible Scoring Adoption: Launch an assessment before deciding on scoring, then configure and apply scoring retroactively once ready.

 

Key Benefits for Suppliers

  • Guided Response Experience: Respond through an interface with auto-save, progress tracking, and the option to delegate sections to colleagues.
  • Clear Visibility: Track progress, grade, and any flagged non-conformities directly within the response interface.

 

This solution gives brands an end-to-end workflow for supplier evaluations, from template design through scoring, review, and remediation, while giving suppliers a guided, flexible way to respond.

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Brand GuideAssessment – Overview
Supplier GuideAssessment – Overview