In the criteria library, you can save pre-defined criteria groups that can be used in sourcing items and qualification criteria alike. You can pick up these criteria groups for any call for suppliers. Criteria groups can be searched for with keywords.
To open the criteria library, click the book icon:
In the ‘Qualification criteria’ section
FIGURE: To open the criteria library in the ‘Qualification criteria’ section, click the book icon:
In the ‘Sourcing items and criteria’ section
FIGURE: To open the criteria library in the ‘Sourcing items and criteria’ section, click the book icon
Criteria group search
Search for a criteria group
Keyword
Select whether you want to search for the criteria group from qualification criteria or from sourcing items
You can also select a criteria group (or several criteria groups) directly from the listing by clicking it
Attach a criteria group to a RFx
Select the desired criteria group (NOTE: To view the contents of a criteria group, click the name of the criteria group)
Select whether you want to attach the criteria group as a general criterion for the sub-area (group) or as a criterion applicable to all objects
To attach the selected criteria group to request, click ‘Attach’ (or, in the case of qualification criteria, ‘As request qualification criteria’).
The selected criteria groups are added to the general criterion field of the group or sub-area
FIGURE: Selecting a criteria group from the criteria library. Also select whether you want to add the group as being applicable to all objects or as a general criterion
If you want to move the criteria under a different objects, see article Moving and copying objects and criteria.
Exporting a criteria group to a criteria library
Select the criteria of which you want to form a new criteria group
If you want to select all the criteria of the object concerned, click ‘Select all criteria of the object’ in the object criteria title row
If you only want to select a specific criterion, then only select the criterion concerned
Select ‘Export the selections in the form of a criteria group >>’
FIGURE: Exporting criteria into the criteria library
Enter a name for the criteria group
Select the type of the criteria group
Select whether the criteria group is for procurement objects (a procurement criteria group) or for suitability requirements (qualification criteria group)
Click the red cross to delete criteria if applicable
Save the group
FIGURE: Saving a criteria group into the criteria library
Managing criteria groups
To manage a criteria group, click its name in the criteria library
In the edit criteria group view, you can delete the desired criteria and, by clicking ‘Add a product association in the form of free text’, add a keyword for the criteria group to also target the search to this criteria group in the criteria group search
NOTE: You can edit criteria group's criteria content from criteria library that is found from Settings.