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Coupa Success Portal

Program Components

Program components provide Risk Assess the flexibility to create user-defined fields for the purposes of gathering and providing information, creating basic or complex scoring algorithms, or simply providing the flexibility to ask a question in a different way.   Program components can be created for all programs, relationship-based, enterprise and information management programs. There are over sixty different component types available to use when designing programs, including date, checkbox, simple text box, description text box, drop down list, numeric field, currency field, radio button, and yes/no. There are also a wide variety of specialized components that can create evaluation elements such as ratios, matrices, tables, and more.

Please refer to the Program Component Guide for a detailed description of Program Components.

A program component can be created and updated separately from the program component grid, or can be created during the development of a program.  

There are two steps to creating a program using program components:

  • Create and save the program component in the Program Component Library

  • Select that component for use in a program

The Program Form page allows the user to add program components to a program. Each line item of the program displays the Program Form RA - Program Form icon.png icon to the right. Clicking this icon displays the Program Form page. From here, the user has the ability to add existing and/or create new program components.

Creating a New Program Component

After accessing the Program Form by clicking on the Program Form icon, click the Create New button. The Program Form – Create New page will open.

  1. Enter the required fields to define a new program component.

  2. Select the component type from the Component drop-down. The options and fields to define the component will change depending on the component selected.

  3. Enter the required information for the component options. 

  4.  Click Create. When all new components have been created, click Close.

  5. The created component will display in the grid of the Program Form page.

  6. Click Save.

Editing a Program Component

After accessing the Program Form by clicking on the Program Form icon, the program component management page displays

  1. Make the desired edits.

  2. Click Save.

Using Defined Program Components in a Program

After accessing the Program Form by clicking on the Program Form icon, 

Click the Add more fields link.  This search panel allows the user to search by a variety of criteria:

  1. Once the criteria are entered, click Search. The available components display.

  2. Check the checkbox next to each component to add to the program.

  3. Click Add.

  4. The added components display in the grid at the top of the page. Click Close Program Form Fields Search Panel link to disable the search panel.

Click Save to save the changes.

Once all of the program components are added and/or created:

  • Check the checkbox next to a component and use Move Up and Move Down buttons to rearrange the order.  

  • Check the appropriate checkbox and click Remove to remove the component.  

  • Click Preview to preview the added/created program components.

Once the program components are added and the Program Form page is closed, the Program Form icon for that line item in the program now displays with a key in the icon.

Configuring a Component so that Responses Carry Forward to a Subsequent Program

  1.  Configure the components as Information Management components by checking Include Field in Info Profile? in the Edit Program Component page.

  2. Configure the components to copy previous period values Copy previous period values? in the Edit Program Component page.

  3. Configure the 2 programs as Info Profile Programs by checking Information Profile Program in step 1 of the program wizard

  4. Make sure that the program type, category and sections match exactly in the 2 programs.

Programs that run on a relationship will remember and display the answers provided to the same program during the engagement phase of the relationship.  Both the engagement and the relationships created by awarding the candidate supplier must be enrolled in the program.

KPIs Hidden on Programs when Non-displaying Components are Included

KPI lines within a program that contain only hidden program components are hidden on the evaluation and approval but the components (including weights) still execute and compute scores at the section and overall scores levels.  If the line is configured as Info Only, there is either no component on the KPI line or at least one displaying component on the KPI line then the KPI line is visible on the evaluation/approval.

Advanced Matrix XY with Z

Robo - Set Value to Field

Evaluation Aggregate

Robo - Third Party Service Workflow

Launch Follow-up Program

Scoreable Constant

Matrix X/Y

Send Notification

Program Launch

Set Next Launch Date

Put Program Results in Field

Set Supplier Life Cycle

Robo - Delete Open Supplier Programs

Set Supplier/Relationship Risk

Robo - Inactivate Supplier Contacts

Show Line Results - Info Profile

Robo - Segmentation Type 1

Simple X/Y Matrix Score

Robo - Send Contact Finder Notification

Workflow Check All Programs Complete

Robo - Set Formula Result to Field

Workflow Put Program Summary PDF in Field

Robo - Set Launch Failures To Relaunch

Workflow Set Diversity Next Launch

Robo - Set Score From UDF Value

Workflow Set Permissions

Robo - Set Score From UDF Value Formula

 
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