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Understanding Modular Supplier Questionnaires

Objective

After completing this lesson, you will be able to describe the modular supplier questionnaire process.

When to Use the Modular Questionnaire Process

Yes, for new and existing suppliers

Collect certificate details and receive expiration notifications
Gather additional information about a supplier that does not fit into one of the core lifecycle processes

Modular Supplier Management Questionnaires

You can use modular supplier management questionnaires to collect information from suppliers in modular units.

Designed to ask limited sets of related questions about specific subjects

Unlike other supplier management projects, administrators can create multiple modular questionnaire templates in your site. Each modular questionnaire:

Has its own approval flow
Can be set to expire, with corresponding notifications
Can allow a recipient to update their responses

Creating Modular Supplier Management Questionnaires

There are two ways to create a modular questionnaire project:

Inviting suppliers to stand-alone questionnaires	Creating or renewing process projects (in sites where the process project feature is enabled)
Creates separate projects that store information independently from core supplier management processes Can be sent to external recipients only May be sent to multiple suppliers in a single invitation process	Creates projects that are linked to process projects May be sent to internal or external recipients For external questionnaires, can only select contacts from the one supplier associated with the project

This unit focuses on inviting suppliers to stand-alone questionnaires. For more information about creating process projects, see Unit 7 of this course.

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