Map assessment template with segmentation rule
You can map assessment templates with segmentation rules in the Source-to-Pay workspace. A rule defines which suppliers receive assessments based on the configured criteria.
Before you begin
Role required: sn_slm.manager or sn_slm.admin
Procedure
Navigate to All > Supplier Lifecycle Operations > Source-to-Pay Workspace.
Create a segmentation rule.
For more information, see Create segmentation rule.
Select Assessment templates and New to map an assessment template with this segmentation rule.
Image omitted: slo-seg-rule-assmnt-temp.png
Creating assessment template from segmentation rule
Creating assessment template from segmentation rule
Fill in the details in the new segmentation rule assessment template form.
Field Description Assessment template Assessment template used for mapping with the segmentation rule. Audience type Type of recipients of the assessment. Segmentation rule Segmentation rule for which assessment is getting created (auto-filled). Due date Date of expiry of the assessment. Select Save.
What to do next
Trigger assessments from the segmentation rule assessment mapping templates.
Parent Topic:Configure smart assessments