Access the Assessment Dashboard
Click on your Profile Name in the top navigation bar and select Self-Assessment. Navigate to the Reporting tab to view the SSA Dashboard.
Send out the Supplier Maturity Assessment
To target a specific group, use the Collection filter to show only relevant suppliers.
Filter under Self-Assessments for EUDR: Supplier Maturity Assessment to show only answers of this questionnaire.
Once your list is refined, click Select All and then Send Request.
Confirm the assessment type as EUDR: Supplier Maturity Assessment and click Next.
Review the list of recipients. You can assign multiple contacts per supplier using the dropdown menu. If a contact is missing, click Add Contact, enter the email address and select it from the dropdown once added.
💡f you are unable to add a contact despite multiple attempts, the supplier may not be validated yet. Please contact your dedicated CS/IM Manager to validate the supplier for engagement or [email protected].
After clicking Next, you can fine-tune your request. By choosing to let the responder always answer to the latest version you can ensure that they always see the most up-to-date questionnaire. Enable bi-weekly reminders to nudge suppliers every two weeks (up to two month total) until an answer is submitted.
Before you send out your request you can include a custom message that will appear in a grey-highlighted box within the supplier's email by clicking Add E-Mail Comment. You also have the option to to send yourself a copy or use the CC field option to keep stakeholders informed. Click Send.
💡When adding additional email addresses in CC, please ensure you press Enter after typing each address. The email address should appear within a square box. Otherwise, it will not be recognized, and the CC contact will not receive the request.
Tracking Results
Once sent, you can monitor the progress in real-time through the status column:
Requested: The email has been sent.
In Progress: The supplier has opened the request.
Not Received: The request has not been send out the supplier yet.
Completed: You have received the results of the questionnaire.
Outdated: The response is over a year old, so the SSA’s information is now outdated and needs to be resent.