Access the Assessment Dashboard
Click on Actions in the navigation bar and select Self Assessment.
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.
đĄf 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.
đĄWhen 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Outdated: The response is over a year old, so the SSAâs information is now outdated and needs to be resent.