Configure Item Risk Scoring

What is Risk Scoring?

Risk scoring is like a grade or report card assigned to a supplier and their items. TraceGains provides you with all the tools you need to create a risk score report, such as questionnaires with configurable attributes, advanced calculations, and intelligent workflows.

Supplier-Level Risk Scoring

Within TraceGains help content, we often refer to the score resulting from a supplier’s answers to the Supplier Questionnaire as the ‘supplier-level risk score.’ For example, things like supplier bankruptcy and geopolitical concerns could impact the supplier-level risk score.

Item-Level Risk Scoring

Within TraceGains help content, we often refer to the score resulting from a supplier’s answers to Item Questionnaires as the ‘Item-Level Risk Score.’ For example, things like compliance document issues and product recalls could impact an item-level risk score.

Overview

This article covers how to create calculations and workflows to produce consistent item-level risk scores. For instructions on supplier-level risk scoring, please read this companion article.
For assistance in creating risk-scoring calculations only, please refer to this companion article.

What should legacy users be aware of?

If you were directed to this article by a CSM or TraceGains Support, you may be using an outdated method of risk scoring. You or someone in your organization may have set up a risk-score workflow or series of questionnaires in the past, but we have since introduced a series of enhancements that can improve the risk-scoring experience.
For example, TraceGains now offers an advanced expression builder for use in all sorts of calculations. Workflows are also improving all the time.
Fortunately, it is simple to update your TraceGains instance with new attributes, calculations, and workflows to make sure your risk scores are created smoothly and with little intervention required.

Required steps

1. EITHER:

• Update Item Questionnaire section (link to global)
  
  • This is the preferred option. The global Item Questionnaire section has the most current risk-scoring attributes and is suitable for most users.

OR

• Add attributes from Configuration Library
  
  • This applies to users who either 1) do not have Item Questionnaire section on the Item TraceStation. or 2) wish to keep a custom Item Questionnaire section.

2. Apply new Item Risk Scoring attributes to UDD(s)
3. Users who use the second method must also add new attributes to their TraceStations.
4. Create calculations
5. Create workflows for calculations
6. Test workflow

METHOD 1: Update the Item Questionnaire Section (Link to Global)

Step 1: Hover over the Configuration button and select ‘TraceStations’.

Step 2: Locate the Items tab TraceStation you wish to edit.
Step 3: Click the gear icon to enter the TraceStation Configuration options.
Step 4: Scroll to the Item Questionnaire section. From there, click ‘Link to Global.’ Then, click ‘Yes’ to confirm the changes.

METHOD 2: Add Item Risk Scoring attributes from library

Step 1: Hover over the Configuration button and select ‘Attributes.’
Step 2: Click ‘Add Attribute’.
Step 3: From the dropdown, select ‘Configuration Library’.

Step 4: From the resulting menu, search for the following attributes:

• Item Risk Score
• Item Risk Level

Step 5: Using the checkboxes, select both attributes and click ‘Add’ to add them to your attribute library.

Add Item risk-scoring attributes to UDD and TraceStation

At this point, it’s imperative that you add the new Item-related attributes to the correct locations. Your organization or individuals in your organization may have a User-Defined Dashboard (UDD) on the Items tab dedicated to risk scoring, or you may wish to add a column dedicated to risk scoring to a specific UDD.

If Method 2 was used above, you will need to update your TraceStations with the new attributes. A TraceStation can be defined as a comprehensive record-keeping page that stores all critical information related to a particular item, location, supplier, document, etc.

This section provides steps to add the correct Item risk-scoring attributes to the User Defined Dashboard (UDD) and TraceStation(s).

UDD

Step 1: Hover over ‘Configuration’ and select ‘Dashboards’.
Step 2: Filter for or locate the desired UDD. Click the edit gear to access the UDD configuration settings.
Step 3: Select ‘Add Attributes’.
Step 4: Search for the newly added attributes:

• Item Risk Score
• Item Risk Level

Step 5: When located, check the boxes for each attribute.
Step 6: Click ‘Add Selected.’
Step 7: Click ‘Save’ to update the UDD.
Step 8: Repeat this process with multiple UDDs, if desired.

TraceStation

Step 1: Navigate to Configuration > TraceStations.
Step 2: Click the edit gear to enter the configuration menu for the TraceStation.
Step 3: Navigate to the Item Questionnaire section.
Step 4: Click ‘Add Attributes.’
Step 5: Search for the newly added attributes:

• Item Risk Score
• Item Risk Level

Step 6: When located, check the boxes for each attribute.
Step 7: Click ‘Add Selected.’
Step 8: Click ‘Save’ to update the TraceStation.
Step 9: Repeat this process with all TraceStations that you want to use the risk scoring tool with. Old attributes/script modifications will no longer trigger the risk score collection workflow.

Create calculations

After the legacy questionnaire section and attributes have been updated, create the following calculations using the instructions detailed in this companion article.

• Item Level - All Category Risk Questions
• Item Level - Packaging Risk Questions
• Item Level - Packaging Risk Score
• Item Level - Raw Material Risk Questions
• Item Level - Raw Material Risk Score
  

Create and test workflows

The last step in collecting risk scores and measuring risk levels for your items is taking the new calculations and using them in a workflow. Then, test the workflows.
In order to keep this initial configuration article brief, the instructions for creating and testing workflows can be found in this companion article.