COBBLESTONE SOFTWARE

Contract Insight — User Guide

04. Vendor/Company Rating & Scorecard

03. Admin User Manual › Vendor/Customer Management › 04. Vendor/Company Rating & Scorecard

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

A company's Ratings & Surveys tab holds a Rating & Score Card Summary section (alongside Surveys and Risk Compliance), rolling up how that vendor has scored — the same rating mechanism seen tied to contracts, applied here at the company level so a vendor's performance across all its work can be reviewed in one place.

2. Key Elements

• Company record → Ratings & Surveys tab → Rating & Score Card Summary
• Surveys and Risk Compliance appear on the same tab
• A Score Card subtable entry also appears under Subtables

3. Quick Reference Summary

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