Manage qualification questions - Intergraph Smart Materials - 10.4 - Help - Hexagon

Intergraph Smart Materials Help (10.4)

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Smart Materials/Smart Reference Data Version

The Qualification Questions tab shows the qualification questionnaire, divided in categories. The answers are submitted by the supplier, using the Portal.

The Supplier > Qualification Questions tab is only enabled

  • if the DBA setting SUPPLIER_QUALIFICATION_MODE is set to BOTH, ESUP or MSUP,

  • and if you select a supplier.

What is a supplier?

In Smart Materials, a supplier is a company that has a company type assigned which is marked as supplier.

  1. Click the Companies task on the dashboard or select Companies from the Tasks list.

  2. Select a supplier.

  3. Click Supplier, and click Qualification Questions.

    • If sub-categories are available, click next to a category to display their sub-categories.

    • Click to collapse the category.

    • Select the revision from the drop-down list on the right to display another revision of the questionnaire.

  4. To approve the qualifications questionnaire, click Approval Sequence on the Approval tab at the bottom, and Perform multi-step approval.

    The approval sequence is filled using the approval template assigned to DBA setting QUALIFICATION_APT. If the DBA setting is not set, the approval template assigned to only one question of the qualification questionnaire is used to fill the approval sequence. If no approval template is assigned to the questionnaire and the DBA setting, you can manually enter the approval sequence to approve. If multiple approval templates are assigned to the questionnaire and the DBA setting is not set, you must perform the approval on question level.

  5. Click to display the questions of the category.

    The questions appear with the answers and attached files.

    • If the DBA setting SUPPLIER_SHOW_ALL_QUESTIONS is set to N, only the questions are displayed that have been answered.

    • To manually add questions on behalf of the subcontractor see Add qualification questions.

  6. If a file is attached, click the filename to open the file.

  7. Select the Qualified check box if the qualification is fulfilled for this question.

    • Alternatively, you can enter a date in the Qualified On box on the Qualification Details tab.

    • Available hints about acceptance of answers to this question appear in the Acceptance Criteria box.

  8. If required, type a comment on the question in the Comments box.

  9. If required, change the date in the Qualified On box.

  10. If the question requires an approval, click Approval Sequence and Perform multi-step approval.

All Accepted is selected, and Accepted Date and Accepted By are filled with approval date and user when the Qualifications approval is done. You need to refresh the screen after approval to display the change.

SHARED Tip Click the Categories link to go back to the categories overview.