In order to assess the finance section the user must have a user type with View/Approve financial information permission.

 

The Finance, HSE Assessment and Procurement assessment can be done side by side but must all be completed before the final score can be assessed.

 

The finance assessor shows you the annual turnover and working capital the vendor has entered, the system automatically assigns points depending on the data entered in the findings.

Note: The points are set by the iSpec administrator in the Assessment criteria settings in the system variables.

 

iSpec shows a total points score and calculates a percentage compared against a minimum qualified percentage.

 

The assessor can enter comments in the individual  comments section and/or enter a main comment at the bottom of the screen.

 

Once the financial assessment is complete click the Proceed button to save the information and continue to the next stage.

 

If the financial assessor decides to reject the registration then it will be recorded and shown as a recommendation during the final score.