Rating criteria schema

Define and weight the main criteria and subcriteria for vendor evaluation.

Purpose

The rating criteria schema is the core element of BE-terna Vendor Rating. It defines which main criteria and subcriteria are used to evaluate vendors and how strongly each area contributes to the final result.

Prerequisites

  • The basic Vendor Rating setup is complete.
  • You have decided which quality, audit, and business criteria should be rated.
  • Responsibilities for weighting and evaluation have been aligned from a business perspective.
  1. Create main criteria as the top-level evaluation areas.
  2. Add subcriteria for each main criterion.
  3. Define weightings in percent.
  4. Enable rating types and calculation options.
  5. Review audit, factbox, and business-criteria options for each subcriterion.

Setup components

Create main criteria

Main criteria provide the business structure of your vendor evaluation. Typical examples are quality management or logistics. For each main criterion, maintain the number, description, criterion level, rating type, percentage weighting, and the Confirmed calculation option.

Main criteria overview Click to enlarge

Main criterion entry page Click to enlarge

Add subcriteria

Subcriteria break main criteria down into the individual questions, indicators, or assessment aspects. Use the numbering format xx_yy so the link back to the parent main criterion remains clear.

Subcriteria overview Click to enlarge

Subcriterion entry page Click to enlarge

Define rating options

For subcriteria, you also control how they participate in the rating process:

  • Audit self-disclosure includes the criterion in the rating audit.
  • Show in factbox displays the maintained grade descriptions during evaluation.
  • Subjective rating marks qualitative criteria.
  • Business rating and Business criterion bind operational indicators into the result.

For business-rated subcriteria, maintain thresholds as well so operational deviations can be translated into grades automatically.