Contents

Send a Supplier Assessment (Supplier Trace)

Learn how to create and send a supplier assessment from the Assessments page in Trace. This guide is for supplier assessments only.

  1. Click on "Trace".
  2. Then, click on "Assessments".
  3. After, click on "Create Assessments".
  4. For the type, select Supplier from the dropdown list.
  5. From the dropdown list, choose the exact supplier you want to send this assessment to.
  6. After that, select the assessment template you want to send to your supplier. Only templates that are available to you will appear in this list.
  7. Afterwards, select the email address you want this assessment to be sent to from the dropdown list. You can select multiple email addresses.
  8. Optionally, you can choose the due date for your assessment from the calendar to set deadline expectations.
  9. Confirm by clicking on "Select".
  10. Click on "Continue" to create the assessment with selected details.
  11. Once reviewed, click "Submit" to finalize and send the assessment.
  12. The supplier receives an email with a link to complete the assessment.
  13. The newly created assessment will appear on the list with the status New. Once the supplier submits the assessment, the status will change to Ready to Review and you will be able to see their answers.
Last updated 31 July 2026

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