Questionnaire - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

Suppliers answer questions on a questionnaire to provide information about their company. For example, a supplier can enter contact details, company profile information, material/work groups, and qualifications. Smart Materials provides the P.20.03 Questionnaire screen for this purpose.

After a supplier fills out the questionnaire, the data appears on the P.20.01 Suppliers/Subcontractors: Window 2 screen (Company Profile, Qualifications, and Material/Work Groups tabs).

To reach the P.20.03 Questionnaire screen, the supplier logs in on the E-Supplier screen. It is also possible to access the P.20.03 Questionnaire screen via the menu tree in Smart Materials.

A questionnaire consists of two windows. On the left is a tree consisting of nodes. On the right, you see the details of the selected node.

The structure of the questionnaire as well as the questions on the questionnaire are specified on the P.10.25 Question List screen. The possible nodes are Login Details, Company Profile, and Qualifications.

The workflow involving the questionnaire (for example, which nodes are shown and when) is governed by a database setting. For more information, see E-Supplier entry and access.

When users use E-Supplier to log on and work with qualifications, they use their own user ID and password.

Icon colors

The icon colors in the questionnaire tree show the progress of the questionnaire.

  • A red icon Red means that there are mandatory questions that have not yet been answered on the node's level or on one or more of its sub-levels.

  • A yellow icon Yellow means that all mandatory questions have been answered, but answers to one or more optional questions on the selected level or a sub-level are still missing.

  • A green icon Green shows that both mandatory and optional questions on the selected level as well as on all of its sub-levels have been answered.

Submitting answers

When you have answered all mandatory questions in the Company Profile and Qualifications branches, and entered at least one material/work group, you can submit the answers by clicking Submit. After submission, you cannot modify the answers unless you create a revision by clicking Revise. You can browse revisions previously submitted.

Approval

Upon approval of the company profile, the answers in the Company Profile category are written to the company or supplier. Likewise, upon approval of qualifications, the answers in the Qualifications category are written to the company or supplier.

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