Why Create Risk Scoring Workflows?
Workflows are a crucial final step in the risk-scoring configuration process within your TraceGains site. This article is broken up into two sections: Supplier Risk Workflow Configuration and Item Risk Workflow Configuration.
Supplier Risk Workflow Configuration
To produce effective supplier-level risk scores, you need to configure two workflows using calculations built in a previous step (see article): one for Supplier Risk Level setting and the other for Supplier Risk Score calculations.
Start with creating the Supplier Risk Level workflow first as it will be used in the following steps when creating the Supplier Risk Score workflow.
The following are example reference images:
Supplier Risk Level Workflow Steps
Step 1: Create a new workflow. In the ‘Name’ field, enter “Supplier Risk Level”.
Step 2: Configure the workflow using the following selections:
Use: Supplier/Site/Partner
Record Type: Choose applicable or leave blank (not required)
Trigger: Workflow
Execute Order: 1
Step 3: Click ‘Save’ to save the workflow.
Step 4: Navigate to the Workflow Steps tab.
Step 5: Create 4 steps to identify the Risk Level based on the Supplier Risk Score attribute value:
- No Risk Indicated
- Low Risk
- Medium Risk
- High Risk
Step 6: Save and activate the workflow. Ensure that the workflow is active before proceeding.
Supplier Risk Score Calculations Workflow Steps
Step 1: Create a new workflow - Name: Supplier Risk Score
Step 2: Configure the workflow using the following selections:
Use: Supplier/Site/Partner
Record Type: Choose applicable or leave blank (not required)
Trigger: On Record Updated
Execute Order: 1
Step 3: Click ‘Save’ to save the workflow.
Step 4: Navigate to the Workflow Steps tab. Create steps to identify the Risk score calculation based on the Supplier Group. For example, Raw Materials and Packaging Groups would be assigned the following Workflow steps:
- Raw Materials Suppliers Risk Score
- Packaging Suppliers Risk Score
- Suppliers Risk Level Update
- This step will trigger the Supplier Risk Level workflow to set the correct Risk Level (this is where we insert the workflow created above: Supplier Risk Level.)
Step 5: After creating the steps, Save and Activate the workflow. Make sure that the workflow is Active before proceeding.
Item Risk Workflow Configuration
To produce effective item-level risk scores, you need to configure two workflows using calculations built in a previous step (see article): one for Item Risk Level setting and the other for Item Risk Score calculations.
Start with creating the Item Risk Level workflow first as it will be used in the following steps when creating the Item Risk Score workflow.
Item Risk Level Workflow Steps
Step 1: Create a new workflow. In the ‘Name’ field, enter “Item Risk Level”.
Step 2: Configure the workflow using the following selections:
Use: Items Supplied/Partner Items
Record Type: Choose applicable or leave blank (not required)
Trigger: Workflow
Execute Order: 1
Step 3: Click ‘Save’ to save the workflow.
Step 4: Navigate to the Workflow Steps tab.
Step 5: Create 4 steps to identify the Risk Level based on the Item Risk Score attribute value:
- No Risk Indicated
- Low Risk
- Medium Risk
- High Risk
Step 6: Save and activate the workflow. Ensure that the workflow is active before proceeding.
Item Risk Score Calculations Workflow Steps
Step 1: Create a new workflow. In the ‘Name’ field, enter “Item Risk Score”.
Step 2: Configure the workflow using the following selections:
Use: Items Supplied/Partner Items
Record Type: Choose applicable or leave blank (not required)
Trigger: On Record Updated
Execute Order: 1
Step 3: Click ‘Save’ to save the workflow.
Step 4: Navigate to the Workflow Steps tab. Create steps to identify the Risk score calculation based on the Supplier Group. For example, Raw Materials and Packaging Groups would be assigned the following Workflow steps:
- Raw Material Risk Score
- Packaging Risk Score
- Item Risk Level Update
- This step will trigger the Item Risk Level workflow to set the correct Risk Level (this is where we insert the workflow created above: Item Risk Level.)
Step 5: After creating the steps, Save and Activate the workflow. Make sure that the workflow is Active before proceeding.
Test Workflow
Step 1: Ensure workflow is active.
Step 2: Navigate to Supplier Questionnaire section of TraceStation for a test supplier.
Step 3: Edit a response to a question that impacts the risk score. For example, change the response for “Government Recalls” from “No” to “Yes”.
Step 4: Save the TraceStation
Step 5: Navigate back to the Risk Scoring section and note whether the Risk Score and Risk Levels have changed.
Step 6: If the risk score does NOT change, check for the following:
- Ensure the attribute you’ve tested is part of the risk scoring calculation.
- Check the workflow logs.
- Review your workflow configuration.