Supply Chain Survey Templates

Available from 5.5.0.0

These surveys are designed to control the on-boarding and activation of Suppliers and Resources. Typically they should be completed before a Supplier or Resource can be assigned to a Task or to ensure that the Supplier or Resource is maintaining their credentials and can continue to receive work.

Supply Chain Surveys can only be added to Suppliers or Resources.
These surveys are about ensuring that the Supplier or Resource has completed surveys and provided information that is essential in order for them to receive work. The completion and continued re-evaluation of these surveys has a direct impact on the Status and Availability of the Suppliers and Resources in MRI Software applications
It’s possible to configure the system so that a Supplier or Resource is treated as ‘Suspended’ if their Survey responses are incomplete or invalid
The Assignment UIs in MRI Evolution can be configured to show alerts that indicate whether the Supplier or Resource has incomplete or invalid surveys that would prevent them from being allocated work

Along with Work & Access Survey Templates they have replaced the Survey Templates functionality, added in the 5.3.0.0 release.

The Template must be saved before the survey designer can be opened and survey detail, such as entity assignments can be created.

The list of Supply Chain Survey Templates are maintained here.

Available from 6.1.2.0

A Survey Responses tab has been added to the Supply Chain Survey Templates grid. The grid contains all records related to Supply Chain Survey responses, allowing users to open them directly, without needing to open the entity records and then view the Survey Responses.

Settings > Surveys > Supply Chain Survey Templates

The link will open the Supply Chain Survey Template grid. It is a grid view which can be searched, sorted and customised as normal.

To add a new Supply Chain Survey Template click New , to edit an existing Supply Chain Survey Template click Edit . A pop up window will appear which will allow the creation or amendment of a Supply Chain Survey Template.

Click to view - Supply Survey Template Fields and Descriptions

Field Name	Description
Name	The name of the Survey Template
Description	The general description of the Survey Template
Survey Class	Read only text - Supply Chain
Category	From the autocomplete select the Survey Category The field label is a hyperlink that will open the selected record's input panel when clicked
Survey Type	From the drop down select the Type (MRI Evolution entity the survey will be assigned to): Resource Supplier
Report Template	From the drop down select the template to display the survey The field label is a hyperlink that will open the selected record's input panel when clicked Note: The system standard template is SV-001
Version	The version number of the Supply Chain Survey Template
Survey Response Validity Period
Submitted Responses	From the drop down select when the validity period of the survey response Valid Until Expiry Date - once answered, the survey response will not be required again until after the expiry date No Automatic expiry - the survey is only required to be completed once and does not automatically expire Single Use Only - the survey will need to be answered each time, only available when the Survey Type is set to Resource Available from 5.9.0.0 Valid Until Midnight Same Day - the survey response will expire at midnight on the day it was answered, only available when the Survey Type is set to Resource Available from 5.9.0.0
Expire Responses	If "Valid until Expiry Date" is selected in Submitted Responses an expiry must be set. The field is made up of three elements - a number field, a time period drop down and a 'survey event' drop down. The number field will determine a quantity of the chosen time periods that the Survey Response will be valid for after the chosen 'survey event'. Response expiry period examples: 6 - Months - After Issue 2 - Years - After Approval
Survey Response Behaviour for Mobile Devices and TeamWorks Contractor
Contractor	If the Survey Type is set to 'Resource' the drop down options are: Not Applicable If the Survey Type is set to 'Supplier' the drop down options are: Not Applicable Required for each Supplier
Prompt User	If the Response Behaviour in Contractor is set to 'Not Applicable' the drop down options are: Not Applicable If the Response Behaviour in Contractor is set to 'Required for each Supplier' the drop down options are: Gateway Compliance
Evolution Go	The only option available in the drop down for expected Response Behaviour in Evolution Go is: Required for each Resource Available from 5.9.0.0
Prompt User	The only option available in the drop down for Prompt User in Evolution Go is: On Duty Available from 5.9.0.0 Off Duty Available from 5.9.0.0
Survey Response Behaviour in MRI Evolution and Evolution Connect
MRI Evolution	If the Survey Type is set to 'Resource' the drop down options are: Not Applicable Required for each Resource If the Survey Type is set to 'Supplier' the drop down options are: Not Applicable Required for each Supplier
Prompt User	If the Response Behaviour in MRI Evolution is set to 'Not Applicable' the drop down options are: Not Applicable If the Response Behaviour in MRI Evolution is set to 'Required for each Supplier' or 'Required for each Resource' the drop down options are: Not Applicable No User Prompt Warn if Expired or Missing
Restrict to Role	Optional - Only users with the selected Role can complete a Survey Response for this Template. The field is read only if the Response Behaviour in MRI Evolution is set to 'Not Applicable' The field is enabled if the Response Behaviour in MRI Evolution is set to 'Required for each Supplier'
Compulsory	If the Response Behaviour in MRI Evolution is set to 'Not Applicable' Not Applicable If the Response Behaviour in MRI Evolution is set to 'Required for each Supplier' or 'Required for each Resource' the drop down options are: Not Applicable Not Compulsory Suspend if Expired or Missing

Complete the fields and click Save . Once the Supply Survey Template header has been completed and saved, toolbar buttons and sub navigation options will appear.

Supply Chain Survey Templates

Settings > Surveys > Supply Chain Survey Templates

Click to view - Supply Survey Template Fields and Descriptions

Questions

Assignments

Survey Responses

Open Designer

Activating the Survey

Supply Chain Survey Templates

Settings > Surveys > Supply Chain Survey Templates

Click to view - Supply Survey Template Fields and Descriptions

Questions

Settings > Surveys > Supply Chain Survey Templates - Questions

Assignments

Settings > Surveys > Supply Chain Survey Templates - Assignments

Survey Responses

Settings > Surveys > Supply Chain Survey Templates - Survey Responses

Open Designer

Activating the Survey