Source (Vendor) Evaluation

Summary

OERCA's Animal Welfare App gives you the ability to evaluate the sources (vendors/suppliers) that are used to acquire animal resources.  This can be an important process to ensure that your sources are meeting your Company's standards for such services.  The article below will walk you through the process of creating a Source Evaluation Report.

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TO CREATE A SOURCE EVALUATION REPORT FOLLOW THESE STEPS:

1. Click on the Registry button in the top navigation bar.
2. Click on the SOURCE EVAL button.

3. Select the FACILITY from the drop-down menu for which the report is being assigned.
4. Select the SOURCE from the drop-down menu that is being evaluated.
5. The table below the drop-sown menus will show all receipts (additions) that have been recorded in the system that were assigned to the selected Source.  Select the receipt/shipment you wish to create the Vendor Evaluation for by clicking on it.  Once selected, the row will turn blue.  You can make multiple selections in this process. 
6. Click the NEXT button.

NOTE:  You can select as many receipts/shipments as you want included in the report.  Be aware though that only one set of evaluation criteria can be assigned for each report (i.e. health score, packing score, etc.). 

IMPORTANT:  The table will only show receipts/shipments that have not been evaluated.  If a receipt/shipment has already been evaluated it will not show in the table.

7. Using the slider bars, assign a score from 1-5 for each category (Packing Quality, Water Quality and Animal Health).  The high scores represent good performance while low scores indicate poor performance. 
8. Include any comments you wanted noted in the report.  If any scores are rated a 3 or lower, a comment is required to explain the reason for the low score.
9. If you want to upload an image associated with the report, click on the "Attachment" icon. 
10. If the Source (Supplier) was contacted regarding the shipment, indicate that by clicking the "Yes" button.
11. When your report is complete you can click the Submit & New button to save your report and return to Step #3 to begin a new report; or you can click Submit & Close which will save your data and close the Source Evaluation tool.