Answer an assessment with segments

Segments are a property of the assessment response. Segments allow suppliers to classify their response(s) by a set of predetermined options. Each of these options is called a segment, and they are defined by the buyer before the assessment is sent.

Depending on the assessment type, Company or Multi-Tier level, you have two different processes to follow:

Company level assessment

  1. Click the menu icon in the top left corner.
  2. Click Responses.
  3. Select the assessment for which you are responding.
  4. Click Segmentation.

    5. Review and select the appropriate segments.

Figure 1. Segmentation page.
  1. Click Continue.

    2. You are directed to the Answering page to start completing the assessment.

  2. Review the Cover page.

If you're answering a Product or Site level assessment, you can select segments for each product or site. For more information about adding products or sites to your assessment, click here.

  1. Click Continue.

    2. The Segmentation page is displayed.

  2. Toggle On or Off if the answers are the same or different for the selected segments.

    3. Expand the segment information view by clicking the specific segment.

Figure 2. Assign segments to answers.
  1. Click Continue.
  2. Start answering the assessment for the selected segment(s).

    3. Use the drop-down arrow at the top of the assessment to switch between the selected segments if you chose to apply different answers to each segment.

Figure 3. Drop-down segment choices.
  1. Click Submit when completed.

Multi-tier level assessment

  1. Click the menu icon in the top left corner.
  2. Click Responses.
  3. Select the assessment for which you are responding.
  4. Review the Introduction page.

    5. If a buyer has provided a guidance document, you can find it on the Introduction page. Click the envelope in the upper left hand corner to send an email to the assessment sender.

  5. Click Continue.
  6. Review the Assessment preview page.

    7. By reviewing the assessment, you can determine if the assessment is relevant for your suppliers.

  7. Click Continue.
  8. Review and select the appropriate segments.
Figure 4. Multi-tier segmentation page.
  1. Click Continue.
  2. Review the Ownership page.
Figure 5. Click the question mark icon for more details on each option.
  1. Select the option that is applicable to you.
  2. Click Continue.
  3. Review the Distribution page.

    4. You can select who receives the forwarded assessment.

  4. Select the applicable suppliers to which to forward the assessment.

    5. If a supplier is not listed, click Add to add a new supplier. To learn how to import multiple suppliers, click here.

  5. Select which segments should be forwarded to the selected suppliers.
    • You are required to select at least 1 segment.
    • You are required to create a new relevant segment for each selected segment.
      •
Figure 6. Segment distribution page.
  1. Click Continue

    2. You can compose the message to send to your suppliers .

  2. Click Send.
  3. Start answering the assessment for your company.
  4. Click Segmentation.
  5. Toggle On or Off if the answers are the same or different for the selected segments.

    6. Expand the segment information view by clicking the specific segment.

Figure 7. Assign segments to answers.
  1. Click Continue.
  2. Start answering the assessment for the selected segment(s).

    3. Use the drop-down arrow at the top of the assessment to switch between the selected segments if you chose to apply different answers to each segment.

If you're answering a Product or Site level assessment, you can select segments for each product or site. For more information about adding products or sites to your assessment, click here.

  1. Click Submit when completed.
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