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
- General System & Permissions
- System Navigation
- System Navigation
System Navigation
Updated
by Shivani Kushwah
Within the Supplier & Contract Management solution, there are many different areas which you should familiarise yourself with. They each serve different purposes and are optimised for different outcomes.
User Profile & Notification Preferences
Located in the top right corner of your screen, as shown below, this section gives information about Profile, Notification preferences and Appearance preferences.
For further information on these items, review the User Profile & Notification Preferences article.


Configuration
Located at the bottom of the navigation panel on the left side of your screen, as shown below, Configuration allows you to build the options and templates within your site. For the standard build, this will have been built out already.
Users can only see and access this section if they have the System Administrator role.

Site Settings
Located within Configuration, your Site Settings can be found. This sets information across the site that should never need editing such as the link to your logo, your financial year start, default due date settings and tax percentage.

User Management
Located within Configuration, User Management allows System Administrators to create accounts and review/assign roles for the Supplier and Master Agreements modules.
For further information on roles, review the User Management article.

Team Management
Located near the bottom of the navigation panel on the left side of your screen, as shown below, Team Management allows System Administrators to create teams and review/assign roles to team members for the Contract and Sourcing modules.
For further information on roles, review the Team Management article.

Suppliers
Located in the navigation panel on the left side of your screen, as shown below, Suppliers displays a searchable list of all the supplier records within your system. You can also create new records from here.
Users can only see and access this section if they have one of the Supplier focused roles in the system.
For further information on our supplier management options, review the Supplier Management section.

Contracts
Located in the navigation panel on the left side of your screen, as shown below, Contracts displays a searchable list of all the contract records within your system. You can also create new records from here.
Users can only see and access this section if they have one of the Contract focused team roles in the system.
For further information on our contract management options, review the Contract Management section.

Analytics
Located in the navigation panel on the left side of your screen, as shown below, Analytics is the home of the dashboards that report on the data within your system. This section provides users with useful reporting to centralise data across records, as opposed to reviewing individual records within the system.
Users can only see and access this section if they have a System Administrator or Analytics Viewer role.
For further information on our analytics, review the Analytics Navigation article as your first port of call.

Home
Located at the top of the navigation panel on the left side of your screen, as shown below, the Home page (Or Action Centre) has options to create records for both the supplier and contract modules.
It also has reports for the user's contracts, incomplete assessments, completed assessments, new documents and upcoming activities as well as a to-do section (organised into tabs) for that user that will show all pending items they have against their name within the system.
