Assessment Navigation

Sharing Assessments with Retail Buyers

Before sharing assessments with a THESIS retail buyer, ensure they are added to your profile first.

Follow the step-by-step instructions provided on the Sphera Support site for adding a retailer and sharing assessments.

Note: Sam’s Club and Walmart require a Reference ID number.

How to Add and Remove Assessments

For visual instructions, watch the video here (English). It is also available in Japanese, Mandarin, and Spanish.

Adding Assessments

  1. Log into your THESIS account.
  2. Go to the Dashboard or navigate to “THESIS” in the left-side menu.
  3. Use the assessment selection tool or search bar to find the product categories you sell.
  4. Click “Add” or the plus (+) icon next to each desired assessment.
  5. Confirm assessments have been added by checking the “Pending Assessments” section or under “Responses.”

Note: Assessments must be self-selected; they are not assigned by retail buyers.

Removing Assessments

If you have not already submitted assessments, you can delete them from your profile by following the steps below while logged into THESIS:

  1. Go to THESIS on the left side menu.
  2. Hover over the assessment you would like to delete and click the trash can icon.

If you have already submitted the assessment, you will need to contact Sphera's Supplier Help Center at jira@sphera.atlassian.net.

Note: All data entered into the assessment will be lost upon deletion.

To ensure they are removing the correct assessment, please provide the full title of the assessment in your removal request.

THESIS empowers you to self-select the assessments that are most appropriate for the products you sell to all your retail customers.  Product category assessments are not available automatically on THESIS and are not assigned by your retailer buyers.

How to Select an Assessment

During the assessment selection hierarchy, you self-select and add assessments based on the products you sell.

You can also add assessments from your dashboard after THESIS license purchase.

Additional instructions available on Sphera's Support Center: How to add THESIS assessments to your account.

How to Download Assessments (in PDF and Excel)

From your THESIS assessment cover page, use the “Helpful Links” section to download the PDF or Excel version. You can also access them via the “Documents” tab in the left menu by searching for the product category. Scorecards and KPI guidance are downloadable after submission, but they do not include your entered responses.

Helpful Tip: Downloading the excel version is a great way to support your THESIS data collection.

Step-by-Step Instructions:

  1. Add Assessments: First, add your THESIS assessments to your account.
  2. Open Cover Page: Find your pending assessments via the Dashboard or "Responses" tab.
  3. Access Helpful Links: On the assessment cover page, go to the "Helpful Links" section on the left.

  1. Download Files:
    • PDF Version: Click the link labeled for PDF to download a static version of the assessment.
    • Excel Version: Click the Excel link for an interactive format. This is ideal for collecting and organizing data offline.
  2. Optional Resources: Refer to Navigating Your Excel Assessment Document and Navigating your PDF Assessment Document for additional help.

Note: KPI sets and guidance are included in both formats.

How to Find Pending Assessments

Below is more information on how to view the full list of pending assessments and how to find assessments once they have been added to your account. 
You have two ways to find your pending assessments:
  1. You can view up to 4 assessments in the "Pending assessments" field of your Dashboard.
  2. You can view the full list of pending assessments by: 
    • Click the menu icon on the top left corner.
    • Select "Responses".
    • Select the assessment you're looking for to navigate to it.

How to View an Assessment Without Adding It

  1. Navigate to “THESIS” in the left-side menu of your Sphera account.
  2. Click “Documents.”
  3. Search for the product category assessment you want to view.
  4. Click on the assessment name that appears.
  5. A zipped folder containing the assessment documents will download to your desktop for review.

How to Find Previously Submitted Assessments

  1. Log into your THESIS account.
  2. Click the stacked lines (menu icon) in the top left corner.
  3. Select “Responses.”
  4. View the full list of pending and submitted assessments.
  5. Click on any submitted assessment to open and review your KPI responses and scorecard.

How to Reopen a Submitted Assessment

Once submitted, assessments cannot be edited unless reopened. To request an assessment be reopened, email help@sustainabilityconsortium.org. Reopen requests are reviewed on a case-by-case basis.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us