Creating an Assessment Template

To create an assessment template:

1. Click Fleet | Assessments.
2. Click New. The following empty form should show up. (Fig 1: Assessment form (Empty))
3. Fill in details in the following fields:
   1. Assessment title: Enter the “Assessment title” / “Assessment Template name”
   2. Assessment type: Select an assessment type
   3. Supplier Assessment: For internal supplier assessments that are used internally to score\assess a supplier
   4. Supplier self-assessment: For assessments that will be sent to the supplier in an excel sheet which the supplier can answer themselves.
   5. Delivery Assessment: To create a delivery assessment, which can be run (optionally or mandatory) per order delivery, when order is received.
   6. Description: Add a short description of the assessment if needed.
   7. Click Save.