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Coupa Success Portal

Run-Time Program Management

The Run Time Program Management page allows a user to change the settings of currently running programs.  The following is a list of settings that can be changed:

  • Client Due Date (date by which the internal evaluator must complete the evaluation)
  • Client organization manager due date (date by which the internal organization approver must complete the approval)
  • Client program manager due date (date by which the internal final approver must complete the approval)
  • Client escalate date (defines the date that the internal approval will be escalated)
  • Supplier due date (date by which the external evaluator must complete the evaluation)
  • Supplier organization manager due date (date by which the external organization approver must complete the approval)
  • Supplier program manager due date (date by which the external final approver must complete the approval)
  • Supplier escalate date (defines the date that the external approval will be escalated)
  • Collaboration due date (date by which the internal final approver must complete the collaboration  approval)
  • Launch evals when supplier late (indicates whether or not the evaluation should be launched to the client evaluator on time - even if the supplier evaluator has not completed their assessment)
  • Show supplier scores (controls whether or not the client evaluator sees the scores assigned by the supplier evaluator(s))
  • Late day notification frequency  (defines how often a reminder is sent that an evaluation/approval is delinquent)
  • # of late day notifications (defines how many reminders will be sent when an evaluation/approval is delinquent)
  • Reminder frequency  (defines how often a reminder is sent that an evaluation/approval is due)
  • Reminder days prior  (defines how many reminders will be sent for an evaluation/approval that is approaching its start date)
  • Require all org managers to approve (controls whether or not the relationship manager can approve the assessment before all of the organizations managers have submitted their approvals.)
  • Enable approval delegation (controls whether or not the administrator or relationship manager can delegate approval of an assessment either before or after the assessment is launched)
  • Skip collaboration step (controls whether or not client and supplier managers are required to conduct a final review and approval)
  • Final rating range (allows the definition of a string or phrase that corresponds to a particular performance/risk rating.)
  • At risk payment range (allows the definition of Risk Payment Categories that provided the capability to award discrete at-risk fee percentages to 'bands' of performance.)
  • Auto Approve Program (indicates whether the compliance program will be automatically approved on Pass result (i.e., the approval step is skipped during the evaluation workflow) or will require review and approval by the designated approver.)
  • Information Profile Program (indicates whether or not the results of this program will be used to populate an information profile section associated with the enrolled object.)

The process for modifying the Run Time of a program is:

  1. Navigate to the Admin tab – Run Time Program Management.
  2. Select the appropriate program type section.
  3. Click on the supplier link or click the Change button to change the program settings.
  4. Click Edit to modify the program settings.
  5. Modify the appropriate program fields.
  6. Click Save.

Evaluation Due Dates cannot be pushed out beyond the approval dates.  Approval dates must also be updated to be greater than or equal to the new due dates (even when programs are configured as No Approval).

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