Completing the Evaluation Phase

Peter Campbell Updated by Peter Campbell

Once you have completed the evaluation questionnaire, the Outcome Status for the supplier will be unlocked.

After all evaluations have been finalised, users can indicate which suppliers are successful (and which are unsuccessful) using the Outcome Status dropdown field.

When you have assigned an outcome status to a supplier, the corresponding outcome section is updated within the submission in the Suppliers tab of the record:

After assigning an outcome to each supplier response, users have the option to utilise the Finalise Evaluation button which will have become enabled in the In-Progress Dropdown.

This action locks in the outcomes and means they cannot be changed after this point:

When you select the Finalise Evaluation button, a pop‑up window will appear informing you that your outcomes will be committed once this action is completed.

You will be prompted to review and confirm the results presented before proceeding.

Once all outcomes have been assigned, navigate to the Sourcing Checklist tab and complete any remaining actions listed there.

The "Not applicable" option is available should the checklist item not be needed for the activity.

When these items have all been completed, the In-Progress dropdown will show as Completed, and the option to complete the Evaluation phase will be enabled.

Once ready, select the Complete evaluation phase button to progress to the Outcome phase.

An information message will appear seeking confirmation that you wish to complete the evaluation phase:

If any changes are required, select the Cancel button otherwise select Complete to move out of the Evaluation phase into Outcome.

The Evaluation phase is now complete.

Was this article useful?

Evaluate Suppliers

Contact