• To create online application for risk assessment for vendors based on the questionnaire uploaded from admin.
• Process begins with supplier registration, supplier registers with site by selecting a user plan and making payment. Once supplier account verified, he can have access to system.
• Based on the selected plan, supplier will have limitation in no of questionnaire, vendors etc.
• Supplier has to pay yearly or monthly based on selected plan.
• Admin or Suppliers will create questionnaires using a form builder like module. Questionnaires can be uploaded via excel format also, which in directly imported to form builder for further editing.
• Each questionnaire will be created under a Category or sub category.
• Supplier Creates Vendor, with Personal & Company information, Vendor needs to fill the questionnaire for verification.
• Questionnaire with multiple choice questions carries individual ranking or score with upper and lower limit percentage value of each questionnaire for final assessment scoring. Final review status will be based on these limits.
• Multiple choice questions will have YES/NO, File Upload, Comments fields (Not applicable) for answering the questions. User must enter the comments if it’s not applicable and must upload files if selected YES.
• Vendor will choose the questionnaire from a grid by filtering category, sub category.
• Filled Questionnaire will be evaluated by a user from Supplier who has rights to the system.
• Supplier Admin will assign a user for assessment; Respective user will be notified with email.
• Assessing user will leave comments for any questions when he/she not satisfied with the vendor’s answer, this comments will be notified to respective vendor’s via email, vendor then reply back with any documents or clarification in the comment section provided for him to reply. This process keeps on goes until the assessing user satisfied with the answer.
• Assessing user once satisfied with the reply and other answers, He will mark the questionnaire as completed/verified, once its marked as completed, System will process the scoring for the questionnaire submitted.
• Scoring will be based on average of individual question score, If the score is between the upper and lower limit set for the questionnaire, then it will be marked as PASSED or VERIFIED. This will be notified to both the vendor and supplier.
• Once the scoring process completed, vendor will generate a link to view/share the verification details. An embed code also be created to display it in any other website.
• Vendor can set the verified questionnaire as public or private. If it’s set as private, another supplier cant able to access or add that vendor to his account. If it’s public then another supplier can access the vendor and add/duplicate all the verified questionnaire under that supplier account without altering the questionnaire.
• All users (Admin & Admin users, Supplier & Supplier Users, Vendor, Free/Direct Users) will have their own dashboard with graphical & statistical representation of complete flow of questionnaire, users and tasks etc.
• Each user will have a User role and permissions defined by admin/suppliers.
• Every user will have their own profile with privileges assigned to them.
• General settings (Date/Time, Mail alerts, Backup, Security, File Upload, Category Management) for the complete system will be available for both admin/suppliers.
• Reports will be displayed based on questionnaire, user performance and overall vendor status, payment etc.
• Admin will have payment information of suppliers
https://www.dropbox.com/s/neihm9fmtyj7rxb/mockup.pptx?dl=0