This stage allows your to list out questions that are vital, in helping you learn more about your potential suppliers' capabilities, experience, financial strength, field track records and more. Ask them a variety of questions within different sets of Questionnaires and sections, that will help you and your team in the evaluation process. Questionnaires can be included in Open and Closed envelopes for evaluation. (see Envelope Creation).
The creation process consists of three tiers, you will have to create an overall Questionnaire, then proceed to Create Sections within the questionnaire and lastly create the specific Questions to be answers by the suppliers.
i. Click Add Questionnaire to create a Questionnaire.
ii. Fill in the Questionnaire Name and Questionnaire Description
Choose a general topic or title for your questionnaire. Use specific question titles in the in sections portion. (see below)
Generally describe the nature of this questionnaire, its expectation or requirements.
iii. Click Save to save the Questionnaire
i. Click Edit Questionnaire Icon to add sections. This will proceed to a new sub section.
ii. Click Add Section to include details for the questionnaire section.
iii. Create New Section by adding Section Name and Section Description
Choose a specific name or title for your question sections.
Example: Company Experience
Describe the nature of the questionnaire section.
Example: The following questions are to help our team gauge your company's experience in projects of similar nature to this Event.
iv. Click Save to proceed to creating specific questions.
Creating a Question
Click to Add Question. This will open up a window for creating a specific Question. (See below)
i. You can state a specific question. Example: What is your company's experience in this type of projects? How long has your company been involved in projects of similar nature?
ii. Provide a description of the question, this will help your suppliers better understand the requirements or scope of the question. Example: Experience refers to number of projects of similar nature involved in the last five years.
iii. You can include answer options for suppliers, this will make it easier to tabulate answers and for reporting purposes. Example: 1-2 projects in the last five years, 3-5 projects in the last five years, etc
iv. You can determine the answer type. 5 options are available to you.
- Text allows your supplier to freely describe their answer. This can be used for words and/or numbers.
- Choice allows your supplier to choose only one answer from the list of answer options.
- Choice with score allows supplier to choose multiple answers and provide a score to each answer. Example: Choice A with a Score of 1, Choice B with a Score of 2 etc. These scores are not viewable by the supplier, but are summed for the buyer during the evaluation stage.
- Check-boxes allow suppliers to tick on more that one answer option. Example: A list of fields of experience.
- List allows your supplier to select more that one answer option as well.
v. This button allows you to allow supplier to submit documents along with their answer. Slide the button to the right to activate this option.
vi. This option makes a particular question a required item. It will be indicated with an (*) on the supplier questionnaire which requires an answer before submitting.
vii. Click Save to to save the question.
viii. Click Edit to make any changes to the saved question.