5. Assessment configuration
During role definition, the Super Administrator determines which roles will require the completion of a Risk Assessment or Self-Assessment Questionnaire (SAQ) during onboarding. All roles that are assigned access to this feature will appear in a table like the one pictured below. Assessments should align with industry practices wherever possible
An Excel document is used to define an assessment for each role. Templates can be downloaded using the “Manage attachments” button in the table.
Assessment Definition Template
The excel template contains two tabs: Labor and Product. Both tabs include the following columns.
Column | Title | Description |
---|---|---|
A | Index | Question number |
B | Question | |
C | Method of collecting data | How do we collect data? Platform or in-person |
D | Conditional question | Either “Y” or “N,” If “Y”, then we must mention question number in “Go to” (Column H) for routing |
E | Response Type | Single select, Multi select, Boolean, Integer, Free text |
F | Response options | Responses to choose |
G | Option Type | Input as “Other” if we need to get input from user |
H | Go to | Determines routing based on responses to the question |
I | Risk category (Optional) | Low/Medium/High |
J | Indicator (Optional) | From the List of Indicators |
K | Sub-indicator (Optional) | From the List of Indicators |
Columns I, J, and K contribute to the overall risk for the supplier and are optional. If a risk, indicator, or sub-indicator is provided, all three items will be completed.
Once an SAQ has been uploaded, an Upload SAQ translation link is enabled on the Super Administrator flow.
Facility Group Templates
When a role is configured to have an Administrator undertake an assessment on their behalf, an additional template is required. The Facility Group Template hosted on Global Trace should be downloaded by the Administrator, completed offline, and uploaded back onto the platform.
The template must match the Assessment Definition Template. Basic row formatting can be applied to help the end user to understand which columns represent optional questions.