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 Guide | Assessment – Overview |
| Supplier Guide | Assessment – Overview |