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:
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Create and save the program component in the Program Component Library
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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 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.
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Enter the required fields to define a new program component.
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Select the component type from the Component drop-down. The options and fields to define the component will change depending on the component selected.
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Enter the required information for the component options.
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Click Create. When all new components have been created, click Close.
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The created component will display in the grid of the Program Form page.
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Click Save.
Editing a Program Component
After accessing the Program Form by clicking on the Program Form icon, the program component management page displays
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Make the desired edits.
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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:
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Once the criteria are entered, click Search. The available components display.
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Check the checkbox next to each component to add to the program.
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Click Add.
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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:
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Check the checkbox next to a component and use Move Up and Move Down buttons to rearrange the order.
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Check the appropriate checkbox and click Remove to remove the component.
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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
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Configure the components as Information Management components by checking Include Field in Info Profile? in the Edit Program Component page.
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Configure the components to copy previous period values Copy previous period values? in the Edit Program Component page.
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Configure the 2 programs as Info Profile Programs by checking Information Profile Program in step 1 of the program wizard
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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 |