1. SCC Supplier Performance Management (SPM) Training Day 2
April 2017

2. Populate a Scorecard from the SPQ
Module 10 2

3. SPM Project Populate a Scorecard from a SPQ
Make sure you are on the Documents Tab
To start the process you will need to create a new Survey. Click on Actions, and then click Survey 3

4. SPM Project Populate a Scorecard from a SPQ
Give the survey a unique title. Use the naming convention “Supplier name, Commodity or Agreement Title, mm-dd-yyyy Survey”
Provide a description. In this case we are identifying that this Survey is to update the Supplier Performance Questioner
Choose the Master Survey
Click Create 4

5. SPM Project Populate a Scorecard from a SPQ
Enter the Timing Rules 5

6. SPM Project Populate a Scorecard from a SPQ
Add the Participants. Most likely this will be the supplier. 6

7. SPM Project Populate a Scorecard from a SPQ
Click the checkbox in the header row to select all of the line items
Click Delete to remove ALL of the content. 7

8. SPM Project Populate a Scorecard from a SPQ
Verify that there is no content in your survey
Click Add, and then click Content From Library 8

9. SPM Project Populate a Scorecard from a SPQ
Expand the Supplier Knowledge Area
Click the radio button to the left of Supplier Profile Questionnaire
Click Select 9

10. SPM Project Populate a Scorecard from a SPQ
Check both boxes to ensure the values are copied both from the Survey to the SPQ and back and that any visibility conditions are brought over.
Make sure that you select all of the SPQ content
Click Copy 10

11. SPM Project Populate a Scorecard from a SPQ
Verify that all of the content was copied over
Click Next 11

12. SPM Project Populate a Scorecard from a SPQ
I have scheduled the survey to be sent out on a future date, so the button reads Schedule versus Publish 12

13. SPM Project Populate a Scorecard from a SPQ
The Recipient(s) will receive an with a link to the SPQ Survey 13

14. SPM Project Populate a Scorecard from a SPQ
The Recipient(s) will respond to the first question. Once the recipient agrees additional questions will appear 14

15. SPM Project Populate a Scorecard from a SPQ
The Recipient(s) will complete the rest of the questions, and then click Submit Entire Response. 15

16. System Demonstration In this demonstration, you will see how to:
Create a Survey
Delete the Default survey content
Add the Supplier Profile Questionnaire (SPQ) content to the survey
Submit the survey to the participants 16

17. Lab Activity
No Lab Activity for this Module 17