Causeway administrators or buyer administrators can define custom data (questions) about the supplier for a particular project. Typical questions defined include trade, start date, end date, package value and those related to the performance reviews created for the supplier working on the project.
Note: The first question type in any section must be a Tab.
To configure the questions that relate a supplier to a project, perform the following steps:
1. Click Supplier Management Configuration > Project/supplier link sections from the Administration tab.
2. Click Supplier/Project Details.
The Supplier/Project Details - list page is displayed.
3. Click the Add button at the top left of the page to add a question.
The Supplier/Project Details - Create page is displayed.
4. Enter or select the following details in the Questions section:
Field name |
Description |
Data type |
Indicate whether the question is a check box, integer, string or any other data type. For example, Select. You can also select Trade or Coverage to include it as a question type. Based on your selection, a Permission tab may also be displayed. |
Tab |
The sub-section of the form to which this field belongs to. |
Sequence |
The order in which the questions should appear. |
Question code |
A unique code to identify this question. Use a suitable naming convention to these questions for future reference. |
Category |
Select an option to specify how this question is shared in the system. If you are adding a new question the following rules apply: 1 Own Value – This keeps the question in the form, but does not use the answer provided by the supplier for the common answer. The supplier would add a specific answer for your buying organisation. An example of this type of questions is ‘Key Contact’ where the value will be different for your organisation. 2 Internal Only – This question is not to be seen by the supplier and can be used to store comments about the supplier that will only be seen by the buyer organisation. |
Mandatory |
Select this check box to make the question a mandatory one. |
Allow negative values |
If you select Money as the Data type, this check box appears. Select the check box to allow negative values for the Money data type. |
Trade or Coverage |
Select Trade Classifications or Coverage Classifications from the drop-down list if you have selected Trade or Coverage in Data Type. |
Is there an associated document for download |
Select this check box if there is a document to be downloaded, add the file from your PC and enter a document label. |
Unique Identifier? |
Select this check box if this field is used to provide a unique identifier for this record. |
Custom Label |
Enter a label to display for the question. |
Custom Help |
The help file for this question. |
Options |
Enter the options available for user selection if you have chosen Select as the question type. |
Default value |
The default value based on the options that you have defined. |
5. Click the Show/Hide tab to set the fields to show and hide.
· When this option is selected?: Select an option from the drop-down list based on which the show or hide properties will be set.
· Select the respective Show and Hide and Add or Remove options displayed
· Select an option from the Section drop-down list.
· Select the fields to be hidden from the Field drop-down list.
· Click Submit.
· Click Save.
The Shown Fields and Hidden Fields display the options you have selected.
Note: To export the questions as a .tsv file, click Export at the top right of the page displayed. To import questions as a .tsv file, click the Import button.