Setting up Supplier Qualification Management (SQM)
SQM setup
Supplier Qualification Management evaluates suppliers through models, questionnaires, scoring, and initiatives. Configure qualification models, questionnaire templates, scoring models, areas, assessors, and outcomes. A model defines what is assessed; an initiative runs the assessment for a supplier or group.
Process
Design the questionnaire, map answers to scores, assign assessors, and define pass or fail thresholds. Integrate with supplier registration and sourcing so qualification status informs invitations and awards. Version questionnaires carefully so active initiatives keep their intended content.
Worked example
A manufacturer qualifies new suppliers for safety compliance. Create a qualification model with a safety area, a questionnaire, and a scoring model with a 70 percent pass threshold. Create an initiative for a new supplier, assign a safety assessor, collect responses, and record the outcome. If the supplier is invited to a sourcing event before the outcome, the qualification gate is missing. Confirm the assessor can see only assigned initiatives.
Traps
Do not edit a questionnaire used by an active initiative without version control. Do not confuse model and initiative. Do not assign assessors without the correct role.