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Overview

Excerpt In this View, you will find information about process evalution on assesment of supplier. The goal of this document questionnaire is evaluated assess the supplier in different domains:

  • Environment
  • Labor practices & Human rights
  • Fair business practices
  • Sustainable Purchasing

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excludeOverview|Table of content

Note

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

 

Step-By-Step


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titleStep 1

Account Owner you can  Create”New CSR

1- In Tabs => Click on  “Accounts


2- In View Menus => Select “My Accounts

3- In  ListViews => Click on “Account” A R WILFLEY AND SONS
NB: Create RFI on the supplier group
e.g. SAP SE

 

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titleStep 2



On the supplier group page,

scroll down

go to

the

the "CSR Assessments" related list and click

in

on the button "New

CSR Assessement

".

 

Choose Solvay CSR Questionnaire and the click on the "Next" button

"

 

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titleStep 3
 

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

 

2- Click on the magnifier next to the field "Contact", to search your supplier contact name.
Enter the contact name; find it on the list and click on it.
3- Verify that the CSR has the status "is Active".
4- In the field at the right of the text side:

"Valid From": by default today, but you can chance and chose the date you want the CSR

 

to be valid from

……

  - In the field at the right of the text

"Valid To"

, chose

: by default it is valid for 3 years, but you can chance and chose the date you want the CSR to

 

be valid

to…

to.

.

  - In the field at the right of the text

"Due Date", chose the date you want the

CSR   to be due by the supplier.

answer.

 

5- Click on the "Status" dropdown menu. And choose the status "Sent

 

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

 

 

 

 

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Help supplier (I connect with the link)


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titleStep 4



Stay on the CSR page and review the information required with the supplier 

Under the

RFI

CSR detail, click on the

link

"Link"

in

for the "URL for Supplier"

type


Make sure you are not a robot by clicking on "I am not a robot"Fill in the form and save it

 

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titleStep 5
Supplier View
 
As a supplier,
1- Edit CSR Assessmen
2 -the status "Submitted".3- Then "Save"

 


You can see the supplier page, and help the supplier to fill the questionnaire and up load document.

 

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Receive the answer from the supplier

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titleStep 65


You received by email the updated CSR from the supplier.

Click on the link in the mail. If asked, connect to your Convergence account via the Solvay Google Account

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Request more information

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titleStep 76



You If you need to request more information so you , click on the button "Request more information

 

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Note

Please note that you can also change the status manually to "Need more information" but in this case, no mail is sent. May be useful if you request more information outside Convergence.

 

 

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titleStep 87







1-Request  Request the information you need .

Please complete the text directly in the e-mail template (remove and replace red text)

2- Click on "Send Email"

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Receive the answer from the supplier

As a

supplier

, edit the CSR questionnaire page and choose the status "Submitted". Then "Save

  • As a buyer, you are warned by email that the supplier submitted his CSR questionnaire
  • Click on the link in the email

 

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Complete the CSR

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titleStep 98

 


Verify that you have all the information you need to complete the CSR Assessment

Go back to the top of the form and click the button "Mark Completed"

 

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Need help?


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D - Need Help - Convergence
D - Need Help - Convergence

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