Upgrading Templates

The template upgrade operation enables you to automatically update existing projects with any changes that have been made to the relevant template since the project was created.

Currently, supplier registration projects and modular supplier management questionnaire projects are the only supplier management projects that support template upgrade.

To be eligible for template upgrade, the supplier registration or modular supplier management questionnaire project must meet the following conditions:

• The supplier has not been deactivated.
• The project exists.
  • For supplier registration projects, the project exists if the supplier has been invited to register either automatically, manually, or through mass invitation, or if the supplier has been migrated with supplier profile questionnaire data.
  • For modular supplier management questionnaire projects, the project exists if the questionnaire has been sent to a recipient.

• None of the project’s tasks has started or all of the project’s tasks have been completed.

Template upgrade creates a new project based on the current published version of the template and copies the data from the original project to the new project. This new, upgraded project becomes the only visible version of the project in your site. Suppliers see the new, upgraded questionnaires when filling out or updating questionnaires.

The previous project is archived but is no longer visible. The new, upgraded project is treated as an updated version of the previous project.

Template upgrades can affect questionnaires, tasks, phases, teams, conditions, and project attributes. For additional information about how template upgrade modifies each of these elements, consult the Supplier management setup and administration guide

To upgrade supplier management projects to the latest template version, you must be a member of the SM Ops Administrator group and complete the following steps:

1. On the dashboard, choose Manage → SM Administration.
2. Choose Template upgrade.
3. Choose the type of the template for the upgrade.
4. Choose Find projects.
5. Locate the template version that you want to upgrade to the currently published version.
6. Choose Upgrade.
7. Confirm the upgrade.