Vendor/Company Ratings & Scorecard
  • 26 Jan 2024
  • 1 Minute to read
  • Dark
    Light

Vendor/Company Ratings & Scorecard

  • Dark
    Light

Article summary

Vendor/Company Ratings & Scorecard   

Vendor/Company Details: Ratings & Scorecard

Contract Insight provides users with the ability to rate a company from the Company Details screen. 

1. Click Rate This Company on the side menu under of the Company Details screen.

Rate this company on Side Menu


2. The Vendor Client Rating screen for the company to rate displays.
Vendor Rating Form
3. Enter the necessary information and click Save.  

4. The Rating and Score Card Summary table at the bottom of the screen contains all of the previous ratings for the company - including the one you just saved.

5. Add/remove columns to/from the Rating and Score Card Summary table by clicking Add Columns at the top of the table.

Rating Grid


Note: The values in the Rating Type drop down menu can be managed/edited by Application Administrators on the Manage Fields screen by selecting the Vendor Contract Rating table.  Please see the Managing and Editing Fields Wiki page for more detailed information.

 

 

 

 


Was this article helpful?