Adding/removing Assessments, Sharing with Retailers, and Downloading Assessments

Learn more about:

Adding THESIS Assessments HERE
How do I download PDF and excel versions of the product category assessments? HERE
Finding your Pending Assessments HERE
Viewing Assessments without adding them HERE
Removing Assessments HERE
Finding your previously submitted assessments HERE
Sharing Assessments with Your Retailer Buyers HERE
Re-opening a THESIS Assessment HERE

Sharing THESIS Assessments with Your Retailer Buyers

Before sharing assessments with a THESIS retailer, you will need to ensure they are added to your profile. A step-by-step guide on how to add the retailer to your account and how to share your assessment with them is available on the Sphera Supply Chain Sustainability, formerly known as SupplyShift, Support site.

Link here: How to share THESIS Assessments with your retailer buyers

Adding THESIS Assessments to Your Account

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.

You have two ways to select product category assessments:

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.
- How to add THESIS assessments to your account

Sharing Assessments with Your Retailer Buyers

Before sharing assessments with a THESIS retailer, you will need to ensure they are added to your profile.

A step-by-step guide on how to add the retailer to your account and how to share your assessment with them is available on the Sphera Supply Chain Sustainability Support site. How to share THESIS Assessments with your retailer buyers

*Sam's Club and Walmart require a Reference ID number.

How do I download PDF and excel versions of the product category assessments?

Downloadable versions of product category assessments are available in both PDF and interactive Microsoft Excel formats and include full KPI guidance.

While logged into THESIS on Sphera Supply Chain Sustainability, you can download PDF and Excel versions of your assessment(s) from the cover page of the assessment AND/OR from within your assessment at the bottom of the KPI menu.

They're also available to download, within THESIS if on the left side menu of your Sphera Supply Chain Sustainability account, click on Documents, and search for the desired product assessment. Click on the name of the assessment that appears and a zipped folder, containing all of the assessment documents, is downloaded to the desktop.

You can download the scorecard export for any submitted assessment by navigating to the Scorecard tab of an assessment and selecting "Download scorecard" from the overflow menu. You can also download the KPI documents from the cover page of the assessment. The scorecard and KPI documents are the only resources available as exports at this point in time. Please note that your exported KPI documents will not include the responses you provided on the platform.

Steps:

Add Assessments: First you need to have added THESIS assessments to your account.
Open Cover Page of Pending Assessment: Once the assessment has been added, you will need to Finding your Pending Assessments and open the cover page on any of your product category assessments. Under "Helpful Links" you'll find links to download the KPI sets (screenshot below).

KPI sets and KPI Guidance are available:

Downloadable PDF - The Helpful Links section on the left will include a link to download the PDF version of the assessment.
Downloadable Excel - The Helpful Links section on the left will include a link to download the excel version of the assessment. This is a great tool to use for data collection for your THESIS assessment process.

Other resources:

Finding your 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:

You can view up to 4 assessments in the "Pending assessments" field of your Dashboard.
You can view the full list of pending assessments by:

Logging into THESIS on Sphera Supply Chain Sustainability
Click the menu icon on the top left corner.
Select "Responses"
Select the assessment you're looking for to navigate to it.

Viewing an assessment without adding it

To view an assessment and not to add it to your profile, go to THESIS from the left side menu of your Sphera Supply Chain Sustainability account. Click on Documents and search for the desired product assessment. Click on the name of the assessment that appears and a zipped folder, containing all of the assessment documents, is downloaded to the desktop.

How do I remove an assessment?

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 Supply Chain Sustainability Support to have them removed.

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

Email Sphera Supply Chain Sustainability Support at supplyshift-support@sphera.com to have the assessment removed once you have confirmed there is no necessary data entered on the assessment. To ensure they are removing the correct assessment, please provide the full title of the assessment in your removal request.

Finding your previously submitted assessments

You can find all previously submitted assessments while logged into your THESIS on Sphera Supply Chain Sustainability account.

While logged in and viewing your dashboard, select the stacked lines icon in the top left corner and then select "Responses" from the menu.
The screen will reload and show you a complete list of your pending and previously submitted assessments.
Select the assessment you're looking for to open it. You will be able to review through your KPI responses and scorecard.

Re-opening a THESIS Assessment

Once you've submitted an assessment, you will no longer be able to edit any information in the assessment. Requests to reopen assessments are considered on a case by case basis.

Please email us at help@sustainabilityconsortium.org.