Define qualification questions - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Help (2016)

PPMProduct
Intergraph Smart Materials
PPMCategory_custom
Help
Version_SPMat
2016 R4 (8.4)

As part of the Portal registration process, the sub-contractors must answer the qualification questionnaire. Questionnaires are defined for each company type.

  1. In the Master Data navigation panel, select Procurement > Question List.

  2. In the Questions panel, expand the Registration Questions node.

  3. Select the company type for which you want to create questions, and expand the node.

    Alternatively, to define common questions for all company types, expand the ALL TYPES node on top of the list.

    The common questions are displayed in the Portal for all company types under General Questions.

  4. Click Qualifications.

  5. Click Add Question .

  6. Optionally, enter a level name in the Level 2, Level 3, and Level 4 boxes.

    The question list can be structured with up to four levels. This defines the hierarchy of the questionnaire as it will appear in the Portal.

  7. Type a unique sequence number in the Seq box, to define the display order of the questions in the Portal.

  8. Type the question in the Question box.

  9. Select an answer type from the list.

    Which answer type should I select?

    The answer type of a question controls the behavior when inserting the answer in the Portal. The available options are:

    Date - Requires a date value.

    Document upload only - Requires the upload of a document, but the user is not forced to provide an answer. If you select this option, the Mandatory check box is cleared and Document Required is set to Yes.

    Free Text - No restriction.

    LOV - Requires an answer from a select list (list of values - LOV). For this answer type, you must define a select list, using either of the following methods:

    • Enter a valid SQL statement on the Select List tab. The select statement must retrieve two values (see Define select lists).

    • Enter a list of valid values on the Select List tab (see Define select lists).

    • Select a value from the list in the Mapped to box. You select a P.20.01 or A.10.23 field to map it to the question. The answer is then filled into this field when the questionnaire is submitted.

      Multiple Answers - Requires the selection of pre-defined answer(s). You define a select list for this question in the same way as described above for the LOV type.

      Number - Requires a numeric value.

      Y/N - A select list with answers restricted to Y (Yes) and N (No). For questions with Y/N answer type you can define conditional questions (see Define conditional questions).

  10. Optionally, type additional information for this question in the Information box.

    This information is displayed when you click the Information icon in the Portal.

  11. If this question should not be displayed in the Portal, clear the Active check box.

  12. Select the Mandatory check box if this question must be answered to submit the questionnaire.

  13. Select the Acceptance Required check box if the acceptance of this question is required to approve the company profile.

  14. If the acceptance of this question is required, you can specify the criteria for the acceptance of this question in the Acceptance Criteria box.

  15. Select Yes from the Document Required list if a document must be attached to this question for submitting the questionnaire.

    Alternatively, select Optional if it's not required to attach documents, but the sub-contractor should have the option to do.

    Or, select No if attaching documents to this question should not be allowed.

  16. Optionally, you can describe what kind of document is expected to be uploaded in the Document Description box.

  17. Optionally, click Approval Template and select a template.

  18. Optionally, select a qualification stage from the list.

  19. If the answer type is LOV or Multiple Answers, you can map this question to a P.20.01 or A.10.23 field by selecting from the Mapped To list.

  20. The answer is then filled into this mapped field when the questionnaire is submitted.