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Overview

This features allow you to takeover an old Excel CSR assessment and add it to Convergence.

Table of content

CSR questionnaire should be made at Supplier Group level, and is valid for all suppliers of the group.

 

Step-By-Step

STEP 1

1- In Tabs => Click on  “Accounts”


2- In View Menus => Select “My Accounts”

3- In  ListViews => Click on “Account” eg A R WILFLEY AND SONS

 

 

 

 

STEP 2



On the supplier group page, scroll down to the "CSR Assessments" related list and click in the button "New".

 

Choose Solvay CSR Questionnaire (historical).

 

Click on the "Next" button

 

 

 

STEP 3

 

1- Verify that the name of your supplier is the right one on the field "Account".

 

2- Verify that the CSR "is Active".
3- In the field at the right side:

"Valid From": by default today, but you can change and choose the date you want the CSR to be valid from

"Valid To": by default it is valid for 3 years, but you can change and chose the date you want the CSR to be valid to.

4- Enter the grade (between 0,00 and 4,00)

 

5- Click in the button "Save" at the top of the page

 

You can attach any file to this historical CSR.

 

 

 

 

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How to ask for assistance?

Dear SalesForce Convergence user,

For any question or issue regarding Convergence, please :


For account creation, please refer to here.

Thank you very much,

Convergence Team.

 

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