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Coupa Success Portal

Program Configuration Options

Following are the Program Configuration options available in the application:

  • Enable Launch Request checkbox - makes completed active enterprise programs available to the Supplier Program Launch widget and program workbench enrollment launch; if indicated, then the program is available to the Supplier Program Launch widget on the Dashboard.

  • Hide Calculated Line Values checkbox - controls the display of the min, target, max, and rating in the evaluation; if indicated, then the score values are hidden from the evaluator.

  • Information Profile Program checkbox - indicates whether or not the results of this program will be used to populate an information profile section associated with the enrolled object; if indicated, then the program results will populate the information profile. 

  • 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. External Compliance Programs only defaults to "Yes", “Yes” if this program will not require authorization workflow when the program result is a Pass."

  • Show Conditions Panel checkbox - allows the program architect to define criteria to control when certain questions will be asked; if indicated, then the conditions panel is displayed in Step 3 of the Program Wizard.

  • Hide Min/Max/Target Columns checkbox - controls the display of the min, target, max, and rating column labels evaluation; if indicated, then the column labels are hidden from the evaluator.

  • Allow Import/Export? checkbox - enables import/export of the evaluation; if indicated, then the evaluations associated with this program can be exported to a spreadsheet, completed in the spreadsheet and the responses can then be imported back into the application and the evaluation submitted for approval.

  • Enable Evaluation Summary? - allows the program architect to define a summary view of the evaluation in HTML or PDF based on the XSLT that the customer has created and uploaded into their instance. Even with this option enabled, if the associated XSLT file has not been established for Evaluation Result Summary, the “Evaluation Summary” link will not be displayed on the top left of the evaluation. Evaluation Result Summary configuration files must be uploaded using the Administrative feature for Configuration File Management.

  • Attempt to Run Robo – allows an enterprise program to run in robo-mode. If selected, then the system tries to complete without human intervention when the program is launched.

Scores must be available (from UDFs or information profile fields) to complete any calculations that are defined within the program in order for the program to complete successfully.

  • Cascade Program Security to Enrollments - allows the program architect to grant view rights to the program enrollment and associated program history to any user who has permission to view the program.

  • Cascade Final Rating Range to Org and Category – allows the program architect to configure the program to replace the organization and category/section score presented to the approver with a rating that is translated using a final rating range.

This feature only allows overrides performed at the KPI level.

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