Getting started with: Planboards (tasks)
Getting started with: E-Signing (as a Supplier)
Getting started with: E-Signing (Client)
Getting started with: Query
Getting started with: 8D reports
Getting started with: Audits (Vendor Rating)
- About Audits
- Step 1: Content and navigation
- Step 2: Create an audit
- Step 3: Audit settings
- Step 4: Define the audit's content
- Step 5: Submitting the audit
Getting started with: Spend
- [Introduction] Getting started with: Spend
- Navigating through Spend
- Analyzing influencable spend
- Setting up KPI's
- Geographical Spend
- Analyzing invoice count
Getting started with: Vendor Rating
- About Vendor Rating
- Step 1: Navigation and content
- Step 2: Creating a survey template
- Step 3: Setting up a survey template
- Step 4: Survey template questions
- Step 5: Survey template answers
Getting started with: Contracts
Getting started with: Vendors
- About Vendors
- Step 1: Navigation and content
- Step 2: Creating a vendor
- Step 3: Complaints
- Step 4: Contract agreements
- Step 5: Checklist items
Getting started with: Dashboards
- About Dashboards
- Step 1: Elements and content
- Step 2: Managing reports
- Step 3: Graphs
- Step 4: KPI's in Dashboards
- Step 5: Tables
Getting started with: Supplier Portal (audit)
Set-up: Spend
Set-up: Contracts
- About Contracts settings
- Step 1: Upload contract data
- Step 2: General settings
- Step 3: Custom fields
- Step 4: Order of contract detail fields
- Step 5: Contract notifications
Set-up: Vendors
Getting started with: RFx
- About RFx (Contracts module)
- Step 1: Activating RFx and setting user roles
- Step 2: Details and documents
- Step 3: Specification - Products, services and/or required documents
- Step 4: Specification - Surveys
- Step 5: Select suppliers