A Compliance Template is a standardised web-form on the LeanLinking platform that can be used to collect, request and store specific information and documentation from your suppliers. Compliance Templates have many uses, and can take the form of questionnaires, audit checklists, simple documentation request forms, and more. As such a Compliance Template can be built and customised to a great degree and according to your needs.



How do I create a Compliance Template?

  1. Go to the Template Overview page in the Admin module.
  2. Click the Create button in the top left corner.
  3. Fill in the template information:
    1. Name: Type in a relevant name for your new template.
    2. Entity: Type in a relevant Entity field name or choose the drop-down functionality if you have any relevant Custom Drop-Down menus. What you write in the Entity field will appear instead of Entity on the template you are making, so if you write in "Respondent initials", as an example, the template will prompt the responder to write in their initials. Clicking the list icon next to the Entity field will enable a drop-down menu where you can choose your custom drop-down menues. The checkbox allows you to set whether it should be mandatory to fill this in or not.
    3. Visibility: Choose whether the template should be Internal, External or Chosen by Auditor (the auditor is the person filling in the template registration). Internal templates will only be visible to your company, but requests can still be sent to suppliers. External templates will be visible to linked suppliers, even if the registration is made by your company.
    4. Template Group: If the template should be part of a Template Group you can choose it from the drop-down menu. Template Groups dictate which templates are shown together on the Compliance Matrix Overview.
    5. Introduction: Write an introduction for the person filling in the compliance registration. This should describe the purpose and any guidelines the person should follow.
    6. Access: Choose which User Access Setting(s) within your company should have access to any uploaded files after a registration has been made. If you choose none, all User Access Settings will have access.
    7. End/Alert Dates: Tick the Include End Date and/or Include Alert Date checkboxes if you want the registration to have an expiry date and be reminded of it. The date itself is filled in during registration.
    8. Scoring: Checking this box will enable you to add scores and weights to each question on the template. On any registrations made on the template, the system will calculate a score based on the answers given.
    9. Product Template: If you have the Products feature enabled, checking this box will make it a product template - Meaning that it will be part of a different workflow, where the registration can be associated with one or more products in your portfolio.
    10. Attach files: Attach any relevant files, such as extra content or documentation that the supplier needs to fill in, by clicking the Attach file(s) button.
    11. Headline: Add a headline to your sections.
    12. Question: Fill in your question or description of what you want the responder to do.
    13. Choose type: From the drop-down menu you can select which type of answer format you want to prompt from the responder. This can be Text, Number, 1-5 Star Rating, Yes/No/Blank, True/False, Date, or a custom drop-down menu.
    14. Create: When you are done adding Sections and Questions you must save your new template by clicking the Create button. The template will now be available to fill in or to send to suppliers.


How do I build a Compliance Score Template?

It is also possible to build a scorecard template. The final score will be visible on the Compliance Overview and Matrix Overview, Supplier Profiles, and on each scorecard registration. Both a total score and a score for each section of questions is viewable on the registrations.

A scorecard template follows the same creation procedure as any other Compliance template.

  1. When creating your template, check the Include Scoring checkbox.
  2. If you want to exclude unanswered questions from the total score calculation, check the Exclude Unanswered Questions checkbox.
  3. Set the weight of each question to a value from 0 to 100. This determines the question's weight when calculating the final score.
  4. Click the Scoring button once you have set the question type (1-5 stars, Text, Number, etc.). Here you can input the score value from 0 to 100 for each answer option.
  5. Once you are done with your scorecard template, click the Create button. The system will automatically calculate scores based on the answers given on the template.