Supplier Performance Review Workflow

What happens if a supplier doesn't respond within the expected timeframe?

The workflow doesn't force the manager review step to wait indefinitely — you can configure a reminder notification or a deadline after which the manager proceeds without the supplier's input. The supplier response step is stored as-is, so a blank or late response is simply logged and visible to the manager during their review. You can adjust reminder cadence and cutoff timing directly in the workflow's notification settings.

Can this handle suppliers with multiple sites or business units?

Yes, you can create a separate supplier review record for each site or unit, or customize the intake step to capture site-level detail within a single record. Since each review record is independent, procurement teams can run parallel reviews across a supplier's locations without them interfering with each other. Scoring, responses, and manager decisions stay tied to the specific record they belong to.

What if the manager disagrees with the calculated score?

The manager review step is designed for exactly this — it presents the calculated score alongside the supplier's response so the manager can factor in context before making a recommendation. The manager's decision, including any override or additional notes, is persisted separately from the automated score, keeping both visible in the record. This ensures the final recommendation reflects human judgment, not just the formula.

Who needs access to this workflow?

Typically, reviewers (procurement or category managers) need access to submit ratings, a manager needs access to review scores and make recommendations, and an escalation owner needs access when a case routes to escalation. Access and role permissions are configured directly inside assess.one, so you control exactly who sees or acts on each step.

Can we customize the scoring criteria or weighting?

Yes, the score calculation step is fully customizable — you can adjust the criteria (delivery, quality, service, compliance) and their weighting to match your procurement policy. Changes are made directly in the workflow builder without needing developer support, and updates apply immediately to future reviews.

What happens at the 'Route on Manager Recommendation' step?

This is the key decision point where the workflow branches based on the manager's recommendation into one of three paths: Continue, Improve, or Escalate. Each path sets the corresponding status and triggers different next actions — for example, Escalate automatically assigns an escalation owner while Continue moves straight to closing out the review. You can customize what happens in each branch, including adding extra approval steps if needed.

How does the workflow handle compliance-sensitive supplier reviews?

Every score, supplier response, and manager decision is stored as a permanent record within the workflow, giving procurement and compliance teams a clear audit trail. If your process requires additional sign-off for compliance-related escalations, you can add an approval step before the escalation owner is assigned. This keeps sensitive supplier decisions documented and reviewable at any time.

How long does it take to get this workflow live?

The template is ready to use — you publish it in minutes, and your procurement team can start creating supplier review records immediately afterward. There's no lengthy implementation project or software installation; you customize steps, roles, and notifications directly in assess.one before going live.

Can we notify the supplier automatically at multiple points, not just the final outcome?

Yes, while the template notifies the supplier at the response invitation and final outcome stages by default, you can add notifications at other points, such as when a review opens or when it moves to escalation. All notification logic, including email or Slack integrations, is configured inside assess.one without needing external tools.

What if we need a different set of statuses beyond Continue, Improve, and Escalate?

You can edit the routing logic and add, remove, or rename statuses to match your internal supplier management policy. The workflow builder lets you adjust the decision branches and the actions triggered by each one, so the process stays aligned with how your procurement team actually operates.