Supplier Qualification Management

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    Angie Ni
    How to set up an enterprise user to be an evaluator on SQM...
    Topic posted October 31, 2018 by Angie NiSilver Medal: 2,000+ Points, tagged How-To 
    142 Views, 1 Comment
    Title:
    How to set up an enterprise user to be an evaluator on SQM initiatives?
    Summary:
    This post illustrates how to set up an enterprise user to be an evaluator on supplier qualification initiatives.
    Content:

    To qualify suppliers, qualification managers sometimes would need help from other internal departments, in order to best evaluate responses from suppliers. Any enterprise user can be set up as an evaluator on the initiatives.

    If an enterprise user has the Supplier Qualification abstract role to perform supplier qualification duties, that user already has the privileges to evaluate supplier qualification initiatives. However, an enterprise user can also be set up as an evaluator without provisioning the Supplier Qualification abstract role that has all the qualification privileges. 

    Procedure to set up an enterprise user to be an evaluator on initiatives:

    For any enterprise user, add the Supplier Qualification Initiative Evaluation Duty role to the role that is granted to the user. The role can be a job role, a duty role or an abstract role. In this example, an enterprise user in the finance department is set up to evaluate financial related qualifications of suppliers. The user has a job role of Financial Analyst.

    1. First, make a copy of the job role and create a new “Financial Analyst Custom” role.

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    2. Then, navigate to Functional Security Policies and click Add Function Security Policy.

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    3. On the popup window, search for Supplier Qualification Initiative Evaluation Duty role.

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    4. Then, add the selected privileges of the duty role.

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    5. Close the pop up and verify that the new functional privileges are added to the job role.

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    6. After reviewing the changes, submit the new job role.

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    7. Finally, assign this new custom Financial Analyst job role to the user.

    Step7.jpg?version=1&modificationDate=1541023708102&api=v2

    Now this user is set up to be able to monitor supplier qualification initiatives and evaluate qualifications.

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