Project Initiation
General System & Permissions
Release Notes
January 2026
May 2025
September 2024
June 2024
January 2024
December 2023
September 2023
August 2023
July 2023
June 2023
May 2023
Supplier Management How-To Guides
Supplier Admin & Information 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
Supplier Compliance Management
Assigning Insurances and Certifications
Insurances & Certifications Dashboard
Team Governance Dashboard
Assessment Summary Dashboard
Supplier Risk & Issue Management
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
Supplier Relationship & Performance Management
Contract Management How-To Guides
Contract Admin & Information Management
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 Milestone & Key Date Management
Contract Renewals Management
Sourcing Management How-To Guides
Creation and Planning
Sourcing Activity Creation
Planning Tab
If you are Planning with Quick Quotes
If you are Planning with Opportunities Hub
Completing the Planning Phase
At Market
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
Evaluation
Outcome
Procurement Act 2023
Procurement Act Introduction and Navigation
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
Procurement Act Deep Dive
Bolt Ons
Additional Help
Knowledge Deep Dive
Process Templates (Contracts)
Process - For System Users
Contract Stage Progression Process
Requesting Stage Approval
Approving Stage Approval Requests
Variation Process
Requesting Variation Approval
Approving Variation Approval Requests
Contract Process Comparison
Configuration - For System Administrators
Supplier Categories
Management Plans
Artefact Groups
Activities
Triggers and Schedules
Supplier Data Requests
Delegation of Authority - Configuration
Delegation of Authority - Process
Terminology & Configuration Guides
Frequently Asked Questions
Where can I find information on the Procurement Act features?
Why can't I apply a variation against my contract?
How do I filter within Analytics?
I cannot access certain areas of the system, why?
How do I switch email alerts on?
How do I 'Finalise' my contract?
How long does it take for Analytics to update?
What file types can I upload?
The OneAdvanced Customer Support Portal
Admin: How can I assign a User the 'Contract Manager' role on the Customer Support Portal?
How to raise a Support case?
Admin: How can I remove a User from the Customer Support Portal?
Customer Portal Guide
Admin: How can I grant Admin permissions to a User on the Customer Support Portal?
Admin: How can I find my organisation's Registration Code?
How do I access the OneAdvanced Customer Support Portal?
Admin: How do I approve a new User on the Customer Support Portal?
How can I raise a finance case with OneAdvanced?
- All categories
- Supplier Management How-To Guides
- Supplier Admin & Information Management
- Onboarding Management Plans
Onboarding Management Plans
Within the standard system, we have built management plans focussed around achieving different outcomes. One of these outcomes is complete supplier onboarding and produce a data rich record for your supplier.
The onboarding management plans will typically be applied to a supplier via their categorisation during the supplier record creation process.
Onboarding
The onboarding management plans in the standard system (Named "Standard" and "Enhanced") have been designed to facilitate you in filling a supplier record with as much information as possible. These will typically be automatically applied to a supplier, based on the supplier's categorisation. These management plans are made up of activities and classifications.
The activities that make up these management plans include actions to send Information Request Form assessments to the supplier, assign Classifications to the supplier and to attach Insurance and Certification policies.
These actions have been added to the onboarding management plan to ensure the information you are holding is provided by the customer as so you are holding accurate data against the record, to ensure the appropriate tags have been added to aid in supplier segmentation in reporting and to ensure you are capturing the compliance of your suppliers, meaning you aren't vulnerable to increased liability exposure as a result of a supplier's non-compliance.
While assigning classifications has been included in the activities for this onboarding plan, there is also a section of it dedicated to populating specific classifications, so the user can assign these easily within the Workspace tab of a supplier record instead of having to add them to the record individually, using the dropdown within the Classification tab.
The data populated over the course of this management plan will be reflected in the Supplier Onboarding Dashboard, within the Analytics module, which can be used to visualise the progress for each supplier in their onboarding journey.
