System Navigation

Analytics Overview

How to use Dashboards

How to use Visuals

Key Information

User Profile & Notification Preferences

User Management

Team Management

Data Governance Dashboard

Supplier Creation

Onboarding Management Plans

Completing Activities

Assigning Classifications to a Supplier record

Issuing an External Assessment

Supplier Status

Supplier Onboarding Dashboard

Assigning Contacts & Stakeholders

Uploading Documents to a Supplier record

Suppliers Dashboard

Assigning Insurances and Certifications

Insurances & Certifications Dashboard

Team Governance Dashboard

Assessment Summary Dashboard

Issuing a Risk Assessment

Risk Assessments Dashboard

Creating a Supplier Risk

Managing a Supplier Risk

Creating a Supplier Issue

Managing a Supplier Issue

Supplier Risk Management Dashboard

Issuing Supplier Performance Assessments

Supplier Performance Management Dashboard

Creating Supplier Milestones

Managing Supplier Milestones

Supplier Milestones Dashboard

Supplier Scorecard Dashboard

Contract Creation

Assigning Classification(s) against a Contract record

Contract Health Drivers & Checklist Completion

Contract Setup Dashboard

Uploading Documents to a Contract record

Contracts Dashboard

Foreign Currency

Contract Milestones Dashboard

Creating Contract Milestones

Managing Contract Milestones

Create a Contract Variation

Contract Renewals Management Dashboard

Assigning/Exercising an Options/Rights of Renewal

Sourcing Activity Creation

Planning Tab

If you are Planning with Quick Quotes

If you are Planning with Opportunities Hub

Completing the Planning Phase

If you are At Market with an external tool

If you are At Market with Quick Quotes

If you are At Market with Opportunities Hub

Completing the At Market Phase

Evaluate Suppliers

Completing the Evaluation Phase

Notifying Stakeholders and Awarding Contract(s)

Closing the Sourcing Activity and Setting up Contract Management

Transforming Public Procurement

Source- to-Contract and the Procurement Act

Source-to-Contract Procurement Act Prerequisites

Navigating Procurement Act Features Within Source-to-Contract

Overview of Procurement Act Notices

Requesting eSignatures on documents

Viewing Shared Agreements in Adobe Sign

Creating and Managing Document Generation Templates

Formatting document generated data