Create a supplier assessment

A supplier assessment documents a labour rights review at a business partner – as a self-assessment, on-site audit, desk review or third-party audit. This guide walks you through creating a new assessment and defining its scope.

Prerequisites

• An active reporting period is selected for your team (period selection at the top right, for example FY 2025).
• You are signed in to your team and have the administrator role.
• You know the supplier’s country and industry sector – both are mandatory fields.

Step by step

1. In the left-hand menu, expand “Workers in the value chain” and select “Supplier Assessments”.
2. Click “New Assessment”. The “Create Supplier Assessment” dialog opens on the right.
3. Complete the “Supplier Details” section: “Supplier Name”, the “Select Country” dropdown under “Supplier Country” and the “Select NACE sector” dropdown under “Supplier Industry” – for example 13.2 - Weaving of textiles.
4. Under “Value chain tier”, use the option buttons to set the scope of the assessment. “Tier 1” is preselected.
5. Complete the “Assessment Details” section: “Assessment Type” and “Assessment Date” are mandatory fields, “Assessor Name” is optional.
6. If needed, add information in the “Notes” section.
7. Click “Create”. Use “Cancel” to discard the entries.

Setting the scope

The value chain tier determines which part of your supply chain the assessment covers:

• “Tier 1” – direct supplier that sells goods or services directly to the reporting entity.
• “Tier 2” – the supplier’s supplier, one step removed.
• “Tier 3 and Beyond” – further upstream in the supply chain.
• “Downstream” – distribution partners, retailers or logistics providers after point of sale.
• “Cross-Cutting” – applies across multiple tiers or cannot be attributed to a single tier.

You control the depth of the review with “Assessment Type”: “Self-Assessment”, “On-Site Audit”, “Desk Review” or “Third-Party Audit”.

What happens next

• The application switches directly to the detail page of the new assessment.
• The assessment receives the status “Draft” and appears in the overview table.
• The “Total Assessments” metric increases by one.

Practical tip: create a separate assessment for each audit event – supplier name plus date – instead of overwriting an existing assessment. This keeps a supplier’s audit history traceable across multiple reporting periods.