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How To Create Surveys in iSupplier (Doc ID 726928.1)

In this Document

Goal
Solution
References

APPLIES TO:

Oracle iSupplier Portal - Version 12.0.0 and later

Oracle Purchasing - Version 12.0 and later
Information in this document applies to any platform.

GOAL

Q1: What are the steps required to create a Survey for iSupplier?

SOLUTION

A1: Please see Page 8-14, Creating Survey Campaigns and Cycles of the Oracle® Scripting Implementation Guide Release 12
Part No. B28101-03 (Note 404049.1)

The steps to create the survey and add to the Supplier Onboarding Configuration are:

1. Go to Scripting Administrator responsibility

2. Click Author Admin > Home > Launch Script Author
3. Create a survey choosing New
4. Choose Wizard Script or Graphical script
5. Expand the form at the bottom to see the Language
    The default language is Albania.
6. Change to the desired language
7. Enter Script name and description
8. Click Next
9. Enter Panel Name and Panel Text
10. Choose the options as desired
11. Click Next
12. Click Create
13. Enter Question Name and Label
14. Choose Type
15. Click Next
16. Enter the choices
17. Click Next
18. Click Create to add more questions
19. Once the questions and panels are done, click Save.
20. Click Save, Deploy and Exit. Then, Finish.
21. Now go to Survey Administrator responsibility
22. Click Create in Survey Campaigns
23. Enter Survey Campaign name
24. Choose the Survey created above in Activation Requirements > Questionnaire Script field
       The LOV lists only the deployed surveys in step 20. 
25. Enter Allow Suspend/Resume as Always Suspend (to see the supplier response in the Prospective
      Supplier Registrations page).
26. Enter Survey Resources
27. Enter Cycle name
28. Click Apply
29. Click Create under Deployments
30. Enter Deploy date and Time and Response End Date and Time
31. Click Apply
32. Click Activate
33. Go to Purchasing responsibility > Setup > Supplier Onboarding Configuration
34. Add the Survey Campaign
35. Choose first at the top of the page the Scope: Global or Operating Unit
36. Click View and Update By Supplier Users if desired
37. Click Apply.

Once the Survey is added to the Supplier Onboarding Configuration it will show up in the Supplier Profile Administrator for
each supplier in the Surveys link by the View and Update by Supplier Users or Internal Users choice and by scope (step 34).

To see the survey in the supplier registration page:

1. Access the supplier registration page following the instructions from Note 470402.1 - How To Register A Supplier From
An External URL
2. Surveys will show up in the Prospective Supplier Registration: Additional Details
3. Click Update to respond the survey.

To see the survey response as buyer:

1. Go to Suppliers page and click Prospective Supplier Registrations from To Do List.

2. Click Review button in the supplier.
3. Click Update button in the survey. 

     Note to enter Allow Suspend/Resume as Always Suspend (step 25)  while creating the survey to see
     the response from suppliers in the Prospective Supplier Registrations page.  In order to release the
     updates  in the survey, the parameter needs to be set as Always Suspend for iSupplier. 

Note: Prospective Supplier Registration is offered with both Sourcing and iSupplier Portal licenses.  Use of Scripting
(formerly called iSurvey) is included with limited functionality, appropriate for these supplier questionnaires.

Survey is also available from Purchasing responsibility > Supply Base > Suppliers after searching
for a supplier and clicking Surveys link. 

REFERENCES
NOTE:470402.1 - How To Register A Prospective Supplier From An External URL
NOTE:1589371.1 - How to configure and use iSurvey with iSupplier in R12 [Video]
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